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How do I copy Results from Search on Keywords and paste it to Excel

New Member
Posts: 53
Country: United States

How do I copy Results from Search on Keywords and paste it to Excel

Version of Sage ACT!  - Sage ACT! Pro 2012 Version 14.1.108.0

Database is being shared from a server 

OS - Windows 7

 

 

How do I copy Results from Search on Keywords and paste it to Excel?  Copy & Paste doesn't do it.

 

When I right click - the Lookup Selected Record is greyed out and not available.

 

Thank you so much!

Mona Wolf

 

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How do I copy Results from Search on Keywords and paste it to Excel

That's not available in ACT! 2013 (version 15) and below. Improvementa are made for ACT! 16.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 53
Country: United States

Re: How do I copy Results from Search on Keywords and paste it to Excel

Hello Roy,

 

We just installed ACT!2013 version 16 - would you please enlighten me as to how to achieve this?

 

 

Thanks in advance,

 

Mona Wolf

 

Bronze Contributor
Posts: 1,393
Country: USA

Re: How do I copy Results from Search on Keywords and paste it to Excel

Hi Mona.  Below you said you installed ACT 2013 Ver 16.  ACT 2014 is ver 16. 

 

If that is the version you installed, then click on the left bar that says "Search"

Enter the keyword

Click Go

A list will display

Click on create lookup for either contacts or companies (on the top right hand side)

The lookup list is displayed and you can then export to Excel

 

Does that help?

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013