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Updating of fields when using the import feature with Excel. Is it possible to update the same field each day?

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New Member
Posts: 10
Country: USA

Updating of fields when using the import feature with Excel. Is it possible to update the same field each day?

I have a database for collections and would like to keep a few fields such as last check # and check date updated each and every day.  I have check under preference and changed the setting.

 

Is this a non feature of Act?

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Updating of fields when using the import feature with Excel. Is it possible to update the same field each day?

For that you need a third party importer such as OakMerge.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer