SEARCHING SECONDARY CONTACTS, Exporting...

[MarlaB]

I am using ACT Pro 2013

Windows 8

Microsoft Office 2013

Hi, gang! My first post!

Has anyone used ACT with MailChimp e-mail marketing? I am new to ACT and am trying to create a test market. Want to find the easiest way to get contact info to an Excel spreadsheet and into MailChimp. A quirky thing: what about secondary contacts? How do they export? How do I get the specific ones I need? I am used to being able to search and have a group to work from. Can't seem to search on something and return from fields like "history" and "secondary contact" along with the others in one search.

Thanks a lot!

marla

[bclark]

Marla,

  Welcome to the Act! Community Forum!

  Currently when you export to Excel or CSV, you cannot select the Secondary Contacts built in to Act!  If you export to either format it gives you the option to select what fields are available.  If your secondary contact information is in a standard Act! field, and not on the Secondary Contacts tab, then you can export that information directly through the wizard.

For more information on how to export information from Act!, please read these articles:  

http://kb.swiftpage.com/app/answers/detail/a_id/13882/kw/export%20to%20csv

http://kb.swiftpage.com/app/answers/detail/a_id/13534/kw/export%20to%20csv