Community
Showing results for 
Search instead for 
Do you mean 

Fast Tip Friday: Exporting Groups #SageACT

by bwhalen_sage on ‎12-14-2012 10:28 AM (8,203 Views)

banner Sage UniversitySubmit your Tip

If you have ever attempted to export groups from the Group List in Sage ACT!, you may have noticed that only the list of group names, and associated detail are exported. In this week’s tip you’ll learn how to export group members from Sage ACT!.

 

Exporting Groups to Excel

 

Exporting groups and the membership of those groups requires two steps:

  • Create a lookup of the contacts that are members of a group.
  • Export that list to Microsoft Excel.

Furthermore, this process will need to be repeated for each group that you would like to export. Here’s how it’s done:

 

1. Open the Groups view, and locate the group you would like to export.

 

2. On the Groups view toolbar, click the Create Lookup from Group button (the magnifying glass icon)

 


 

3. The contacts that are current members of that group are displayed in the Contact List view. Click the Export Current List to Excel button on the Contact List view toolbar.

 


 

4. In Microsoft Excel, select File > Save As. In the Save As window, type a file name and browse to the location where you want to save the file.

 

Comments
by scott cordial
on ‎10-21-2014 05:38 AM

I can not get the export to excel icon to be highlighted.  It is grayed out.  

Labels