Community
Showing results for 
Search instead for 
Do you mean 
Reply

Print or Save To Excel A Lookup With Relationships

Bronze Contributor
Posts: 1,428
Country: USA

Print or Save To Excel A Lookup With Relationships

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. 18
Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD