01-06-2009 04:57 PM
01-07-2009 02:03 AM
Josh
Assuming you want to export the details of all the contacts in a group to Excel, do the following.
1. In Group Detail View right-click on the group of interest and select "Create a Lookup".
2. You now have a list of all the contacts in that group in Contact List View.
3. Use Options>Customise Columns to add or remove the fields of interest, then click on the Export to Excel icon to shoot the information into Excel.
Hope this helps.
Jeff
01-07-2009 02:03 AM
Josh
Assuming you want to export the details of all the contacts in a group to Excel, do the following.
1. In Group Detail View right-click on the group of interest and select "Create a Lookup".
2. You now have a list of all the contacts in that group in Contact List View.
3. Use Options>Customise Columns to add or remove the fields of interest, then click on the Export to Excel icon to shoot the information into Excel.
Hope this helps.
Jeff
01-07-2009 09:41 AM
05-04-2011 08:52 AM
Jeff:
THANK YOU!!!! So simple and yet so impossible to figure out. Wish I found this answer 6 months ago - it would have saved me hours by now.
Peace!
Suzanne
07-27-2011 03:45 AM
Hi
Would it be possible to export to excel without doing the "Create a Lookup" and Customise Columns then export?
It would be more useful to export the group as is, or at least export the group lookup with the columns already setup - I have several groups I need to export regularly - and "Customising Columns" each and every group lookup is not a speedy process!
Maybe an upgrade to ACT! Is due?
03-15-2013 12:56 PM
03-16-2013 02:39 AM
In the toolbar at the top of the contact list view you should see a button that looks like the Excel logo with an arrow.
If that button is greyed out, then typically that means you have either a version of Office that is not supported (Office 2010 for example in the case of ACT! 2009), Office was installed after ACT!, or there is something that is just plain ker-flooey with your system.
Hopefully it's that you just didn't know what to look for.
Oh, and it is also on the Tools menu, about a third of the way down or so...
03-16-2013 08:32 AM
so how did you guess it ... i have Act 2009 with Windows 2010.. where do i go from here?
03-19-2013 07:46 AM
I'm not sure if this will resolve the Export to Excel icon issue or not, but here is a relatively inexpensive way to integrate ACT! 2009 with Office 2010: DesignR1 Office 2010 Pack
It has a free trial option.
04-14-2016 06:59 PM
Jeff, this is an old post, but you have saved my life today! I have been an ACT user since 1999 and have been quite active and knowledgeable from time to time. I am now using the program to keep records on the gift prospects and donors for a small (800 record) database for a nonprofit organization. So much has changed with ACT through the years, as well as with my brain, that I need a lot of help! Thank you for this response. I hope you receive it.
Judith at Luckyinohio