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Exporting Groups / Companies

New Member
Posts: 1
Country: United States

Exporting Groups / Companies

I am exporting a contact and would like the Groups / Companies information under this tab to be included when exporting into Excel.
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Exporting Groups / Companies

Hello AshlyFarlow,

Welcome to the ACT! Online Community. This is not possible through the normal export process in ACT!. Unfortunately, you cannot export any of the information under the following tabs:

History, Notes, *Opportunities, *Activities, Documents, Secondary Contacts, Relationships, Groups/Companies, Web Info

* Activities and Opportunities can be exported from their respective list views, just not as a part of the contact information

 

There may be third-party add-on product that can export this information. You can visit the add-on site at www.sagepss.com and type "export" in the Search box and then filter the results by product for ACT! add-ons.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.