04-02-2012 10:46 AM
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.
04-02-2012 12:08 PM
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.