08-30-2013 11:31 AM
Version of Sage ACT! - Sage ACT! Pro 2012 Version 22.214.171.124
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!
08-30-2013 01:49 PM
That's not available in ACT! 2013 (version 15) and below. Improvementa are made for ACT! 16.
11-11-2013 06:43 PM
We just installed ACT!2013 version 16 - would you please enlighten me as to how to achieve this?
Thanks in advance,
11-12-2013 07:41 AM
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
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?