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Export Company Membership to Excel

Bronze Contributor
Posts: 1,451
Country: USA

Export Company Membership to Excel

ACT! by Sage 2009 (11.0) Version, Hotfix 1


I have set up divisions under companies that identifies the people who work with specific companies.  They also could work with other companies, but not all people will work with the same companies.


I would like to lookup a person, click on "Companies and Divisions" somehow export that list to Excel.

John Purdy
ACT! Premium V. 18
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
Posts: 4,395
Country: USA

Re: Export Company Membership to Excel

Hello John,


There isn't a way to export that view.  You can try running a report to get the that information you need.


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