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Starting Excel with a Template

New Member
Posts: 2
Country: USA

Starting Excel with a Template

Is there a way to open a contact in ACT and launch Excel with a template so that the open contact information is loaded into the spreadsheet?  I would like a simple way that users can open a contact and open Excel by picking from a list of possible templates.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Starting Excel with a Template

New Member
Posts: 2
Country: USA

Re: Starting Excel with a Template

Thanks for the reply!  I am able to map contact data to Excel that way but it is way too cumbersome.  I am hoping to find a way to open Excel using a template and have all the contact data loaded once the new spreadsheet is opened.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Starting Excel with a Template

This would require a lot more Excel and database knowledge to set up, but it might be useful.
 
Have a read of this article in the ACT! Knowledge Base