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r_ratcliffe

Update export to excel from APFW/APC so that exporting opportunities to excel also creates pivot tables by default

Status: Submitted for voting
by Employee on ‎02-09-2017 07:44 AM

When exporting opportunities to excel in the desktop version of the program, pivot charts/tables are created in the spreadsheet automatically.  This is not the case when exporting to excel from web.  Please can this time saving feature be added to the web version of Act as well.

Comments
by Gold Contributor Jeff_Granger
on ‎02-16-2017 06:23 AM

I was surprised to find you don't get the pivot table when exporting from web.

 

On balance I would like this as an option.

 

Why? Well with the pivot table you can't apply your own macro's in Excel. Without the pivot table, you can.

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