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Call List

New Member
Posts: 13
Country: United_Kingdom

Call List

We are using Act Premium v17 and act emarketing team edition, how can I print or export my call list, this seems daft I can't even mark off the contacts on the call list that we are working through, we could do this with Swiftpage, can anyone let me know a way to do this.
Dave
Silver Contributor
Posts: 1,813
Country: USA

Re: Call List

The ACT emarketing piece is relatively new.  Look for a 17.1 release coming up pretty soon that will allow for this. That release is currently in beta.  The release is free and shouldn't be too far off.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 13
Country: United_Kingdom

Re: Call List

Thanks I imagine it will be getting better do you know what improvements will be made to the call list, ie export,print or work on it in the program?
Dave
New Member
Posts: 1
Country: USA

Re: Call List

Has this been added now?   I can export the contacts from the call list but none of the scoring info.   I am running Act 17.1.169.0, Hot Fix 1.

New Member
Posts: 1
Country: USA

Re: Call List

How to export the call list please? Even finding that difficult. Thanks!

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Call List

[ Edited ]

Exporting a call list directly with scoring info is not currently a feature.

 This would make an excellent suggestion for the Share Your Ideas board.

 

You can create a lookup of the contacts included in the call list by clicking the create lookup icon, and then exporting the lookup to excel for example:

 2016-01-05_12-12-48.png