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Exporting issue with ACT! by Sage 2009 (11.0) Version 11.0.0.367

Copper Contributor
Posts: 41
Country: USA

Exporting issue with ACT! by Sage 2009 (11.0) Version 11.0.0.367

I am attempting to export a csv delimited database from ACT for use in Excel. I have created a data map to sequence the fields that I would like exported. the data map is pretty much useless ... ACT spits out a random selection of fields with no relation to the sequence specified in the data map.

 

Guess I'll just have to export everything and clean it up in Excel.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Exporting issue with ACT! by Sage 2009 (11.0) Version 11.0.0.367

Why don't you set up the lookup that you want and the columns you want in the contact list view and directly export that to Excel. It's an icon on the toolbar.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 41
Country: USA

Re: Exporting issue with ACT! by Sage 2009 (11.0) Version 11.0.0.367

Roy,

 

If there were a way of preserving the current "view" that would be a great alternative. As it is, customizing columns is a bit of a pita because it is difficult (for me, at least) to get the view back to the way that I had it.

 

thanks,

 

Rick