As I make use of the Relationships tab, I have people assigned to a relationship based on their expertise. For example, since I sell technology, I may hve a list of people internal to my company called "Internal HP". What I want to do is do a lookup on all contacts that start with "Internal" and then print or export to excel all the contacts in the associated relationship tab.
Any ideas with what is available within ACT?
John Purdy ACT! Premium V. 220.127.116.11 Update 4 HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD. ACT CRM Advisor