08-05-2009 10:14 AM
If I go to "Help > Feature Tours > Opportunities Tracking" at the end of presentation opportunities are exported to Excel 2007 and pivot tables are created automatically.
I am using Excel 2003. The automatic creation of pivot tables only occurs when working with Excel 2007 ? Or there is something worng in my environment ?
08-07-2009 08:35 AM
The automatic creation of pivot tables works with Excel 2003 as well. Please see KB Article 13967 for more information.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
08-07-2009 09:10 AM
Thank you Greig for your replay but unfortunately it is not working!
I use to create pivot tables from ACT data but I need to create (pivots) by hand.
I tried again to "export to Excel" and I have reset columns for better chance.
The export routine runs fast and efficiently but no pivot table was created.
I use Excel 2003 SP3 and everything seems to be working fine (except this).