10-12-2011 11:59 AM
Im up against a wall here. I have an excel spreadsheet that has 1280 names & info. How can I use that to run through act to pull the related emails out (which are not listed in the spreadsheet)
thanks in advance
10-12-2011 12:43 PM
You better really know what you are doing. Import the Excel names, doing a merge option so you don't create duplicates. Have the import update an unused field (i.e. User 10) with a flag, i.e. "Mail Need".
Create a lookup in ACT of the contacts with that flag.
Run a notes history report on that lookup.
Buy lots of paper!