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Export Multiple Instances of Contact Record to Excel Like a Union Query

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Tuned Listener
Posts: 41
Country: United States
Accepted Solution

Export Multiple Instances of Contact Record to Excel Like a Union Query

Some of our contacts want us to send a newsletter to multiple email addresses (like pjones@work.com and pjones@home.com). We use ConstantContact as our mailing service and need an Excel row for each email address.

 

In our Act db the contact can have as many as four email addresses. The extra email addresses are stored in custom fields of type Email. Each extra email address has an associated Yes/No custom field that indicates whether the extra email address is to be included in mailings. For example Email01 contains the first additional email address and IsIncludeEmail01 holds whether to include that email address in newsletter mailings.

 

I want to lookup Act contacts, some of whom have multiple email addresses, and export the list to Excel, with a contact appearing in as many Excel rows as that contact has email addresses. More specifically, I want to run a lookup that results in the union of several queries. In Act, running a second query and selecting Add to lookup results does produce the intended result because the contact appears only once (the second query is treated as an OR rather than a Union).

 

Is there any way to achieve a union via Act's Advanced Query?  

 

Or do I need to use OLEDB (and perhaps MS Access)?

 

If OLEDB, does Act2009 support a readonly OLEDB conection out of the box or are additional steps required, like buying an addin or obtaining a password?

 


Accepted Solutions
Solution
Accepted by topic author docEdoc
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Export Multiple Instances of Contact Record to Excel Like a Union Query

Do not believe you can accomplish this with advanced queries.

 

Any OLEDB compliant product can talk to the ACT! OLE Provider for Reporting.

 

How to Manually Start OLEDB

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Solution
Accepted by topic author docEdoc
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Export Multiple Instances of Contact Record to Excel Like a Union Query

Do not believe you can accomplish this with advanced queries.

 

Any OLEDB compliant product can talk to the ACT! OLE Provider for Reporting.

 

How to Manually Start OLEDB

Tuned Listener
Posts: 41
Country: United States

Re: Export Multiple Instances of Contact Record to Excel Like a Union Query

David,

 

Thanks for the reply. I'll explore the OLEDB.