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Export Company Membership to Excel

Bronze Contributor
Posts: 1,393
Country: USA

Export Company Membership to Excel

ACT! by Sage 2009 (11.0) Version 11.1.183.0, 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 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Moderator
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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