05-13-2009 05:03 PM
I am trying to create a price list on a tab that I can use as merge fields. The question is how do I get the fields populated across all contacts? I created a Price List tab, spent all the time creating the 150 fields and laying them out to realize that the data will only populate on the contact tab the I was working on (My Record). How do I have those fields populated on every contact so that:
1. when I'm on the phone with a contact, I can click the tab and quote info
2. when I mail merge, the data is pulled for every contact mailed
3. when I update pricing info, I only do it once for all contacts (or see below)?
The corporate office sends out an excel spreadsheet every month with updated pricing. How can I get these act field mapped to the excel spreadsheet such that Act pulls the data from excel to populate the Act fields?
I know how to "Map to Excel" and have excel fields populated with Act data. How do I get the reverse?
Thanks for all your help.
05-18-2009 07:14 AM
Save the spreadsheet as a CSV and import it into ACT!. Follow the KB article below.