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.
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.