05-06-2019 08:47 PM
I want to create a list (and export it) that shows the contacts (and there basic details) for certain companies.
I have tried doing the basic company search by ID / Status and this correctly displays the required list of companies, however when I try to export this, there is no option to include contacts.
Similarly, I can produce a list of all contacts but can't work out how to limit this to those relating to certain companies (by company ID / Status)
I could produce two lists and somehow merge them but it seems that would be quite an onerous task.
Using Act! Pro Version 126.96.36.199, Update 5
any suggestions appreciated
05-09-2019 02:56 PM
05-12-2019 08:42 PM
05-15-2019 01:47 PM
05-16-2019 11:44 AM
You may want to look at our Advanced Export to Excel add-on. it will do what you're looking for.