08-19-2011 03:31 AM
Hello all. Using Act since the dos days but.... Is there a way to download task list to excel and KEEP the colors I have for each task/call? Please help and thanks in advance.
08-19-2011 05:58 AM
Welcome to the Sage ACT! Online Community!
Within the program, there is no functionality for retaining the color associated with an activity when exporting it to Excel (or TXT/CSV file). There may be an add-on that will do it, but I can't say definitely. To view add-ons, visit this web site: ACT! Add-ons
08-19-2011 08:44 AM
You might post a request for this feature to be considered for a future version here -
Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on. It also allows other users to vote on these so Sage can get an idea of the demand
This article might help word the request to make it easier for management to look at it:
08-27-2011 01:44 PM
We have developed an add-on for ACT which allows you to Export the task list to excel with color. In fact our add-on allows a more robust set of color rules such as make the activity green if the user is "Chris Huffman" or make Blue if the contact lives in the state of New York. We support Excel 2003,2007 and 2010
You can download the free trial from our web site:
To read more about the Calendar modules check out this page:
Hope this helps
-- Jim Durkin