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Exporting Contact Lists to Excel in Version 6.0

New Member
Posts: 4
Country: USA

Exporting Contact Lists to Excel in Version 6.0

Hi!  I am new to ACT! and I can't seem to figure out how to export the contact/group lists to excel.  The instrucitons I found the this site were applicable to the newer versions.  Is there a software update available or is this possible to do in Version 6.0? 

 

Please help!

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Exporting Contact Lists to Excel in Version 6.0

No, you have to export the list to a text delimited file and then open that in Excel.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: USA

Re: Exporting Contact Lists to Excel in Version 6.0

Thank you!  Is there a function for this or do I need to save as a txt file?

Silver Contributor
Posts: 1,813
Country: USA

Re: Exporting Contact Lists to Excel in Version 6.0

File, Data Exchange, Export   - export to a tab delimited text file.  If you need other entities, Notes, Activities, Groups, etc, you will need an add in or a consultant for this.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 4
Country: USA

Re: Exporting Contact Lists to Excel in Version 6.0

Great! Thank you both for your help with this!

Platinum Elite Contributor
Posts: 14,384
Country: Australia
New Member
Posts: 4
Country: USA

Re: Exporting Contact Lists to Excel in Version 6.0

Thank you for this!