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Urgent question on pulling emails

New Member
Posts: 4
Country: USA

Urgent question on pulling emails

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

Glen

 

Copper Elite Contributor
Posts: 405
Country: United States

Re: Urgent question on pulling emails

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!

Geoffrey B. Boulden
Twelve/Three Marketing, Inc.
Buffalo, NY
ACT!
SageCRM
GoldMine
SQL Certifications
New Member
Posts: 4
Country: USA

Re: Urgent question on pulling emails

Thanks for the reply. I don;t think I want to mess with the database that deep.

 

I amdoing a manual lookup on the names and I am finding only 2% are in there.

 

 

Nickel Contributor
Posts: 173
Country: Australia

Re: Urgent question on pulling emails

Export your ACT! Data to Excel, and do a vlookup on the table matching on the email address column.

Travis Rosevear ACC for
Act Today Australia and New Zealand