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Help with exporting

Copper Contributor
Posts: 40
Country: USA

Help with exporting

Hi,

I need to export records in excel format and I'm having a hard time figuring out how to manage it. I've tried several ways and looked through here but wasn't able to find anything.

We have ACT Premium 2012


We enter each company as Contact - New Contact then fill in the info and sometimes assign these to groups, but not always.

 

What I'm looking to do is to export each Contact/Company from a specific group. The only thing I'm interested in exporting is the company name, address, city, state and zip.

 

Can anyone advise me how this is done? I either end up with all the contacts in our database in the file, or none in the file.


Thanks!

Copper Contributor
Posts: 40
Country: USA

Re: Help with exporting

Hi,

After continuing to try it, I finally figured it out.

Thanks, anyway

Copper Elite Contributor
Posts: 219
Country: Canada

Re: Help with exporting

This is what I would do.  Go to List view, customize the columns to include the ones I want.  Then click on the "Export Current List to Excel" button on the toolbar.

Mark Rogers
Act! v16 HF5, Office 365 SBP