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Is there a wat to have an excel file to be viewed and edited

SLP
New Member
Posts: 5
Country: United States

Is there a wat to have an excel file to be viewed and edited

by several users  and "stored" somewhere in ACT! ?...thanks
Moderator
Posts: 4,395
Country: USA

Re: Is there a wat to have an excel file to be viewed and edited

You can add the file to the Documents tab.  The users will be able to edit and save the changes.
SLP
New Member
Posts: 5
Country: United States

Re: Is there a wat to have an excel file to be viewed and edited

is the documents file a spot no specific to contacts/companies ?

Moderator
Posts: 4,395
Country: USA

Re: Is there a wat to have an excel file to be viewed and edited

Unfortunately no.
SLP
New Member
Posts: 5
Country: United States

Re: Is there a wat to have an excel file to be viewed and edited

so David, all I would need to do is "create" a file names ..."Hot Candidates" and inport the excel file under that contact and several users would be able to update/view the information?

Thx

 

this forumn is awesome

Moderator
Posts: 4,395
Country: USA

Re: Is there a wat to have an excel file to be viewed and edited

That is correct.
SLP
New Member
Posts: 5
Country: United States

Re: Is there a wat to have an excel file to be viewed and edited

David, I made the contact file and saved the document but some of my on line users can't see the document...when they click it it says.....there was a n error opening the attachment. It may have been deleted by another user or a database that does not synch documents?

 

help...

 

thx

Moderator
Posts: 4,395
Country: USA

Re: Is there a wat to have an excel file to be viewed and edited

Did you attach it has a file or shortcut?  Also check permissions on the file.