08-28-2013 03:50 PM
I am running ACT prem 2012, we have users running excel 2003 and excel 2007, ACT is on a server, users have either Win XP or Win 7.
I want to make an excel template that people can go into to calculate cost but them I want to save that sheet to the contact in history.
I have done something similar with word documents.
I want to pull it up in the contact card
Can this be done?
09-03-2013 08:45 AM
Welcome to the Act! Community Forum!
The Documents tab on any contact can have any file attached to it. This would mean if you have need for multiple instances of this spreadsheet they could be listed out separately, or you can edit the spreadsheet directly from the contact. Attaching documents means that you don't have to dive through history to find it, as it's on its own tab.
For more information with the documents tab, please see this KB article:
09-04-2013 05:34 AM
You should look into Excel Quote-Invoice Maker from exponenciel
They also make a tool that will put a button on your layout to open the result of your template....
It works very well and has great support...