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ACT BY SAGE 2009 HOW TO

Ad d a column: Simply right-click smack dab in the middle of the List View and chose Customize Columns.Reorder the columns in a list view: Hold down your mouse cursor on a column header and drag it to a new location.There are some easy ways to organize your data prior to the Excel export. The data displayed on the Act! list view will be exported to Excel in the same exact order. The Contact List view appears with the Group or Company members displayed Customize the List Viewīefore you export to Excel, you’ll want to customize the columns on the List View.

ACT BY SAGE 2009 HOW TO

You probably already know how to create a Lookup in Act! to find contact records, but you might not know that you can create a Lookup to find the members of a Group or Company by simply right-clicking the Group or Company name in the list view and choosing Create Lookup.

Click the Export Current List to Excel icon.

With Act!, exporting Your Act! Data to Excel is as Easy as 1,2,3: For example, you may be using Act! 2009 but your Office version is 2010 or 2013.

You don’t have Excel installed on your machine or your version of Excel is not compatible with your version of Act!.

You are not a Manager or Administrator of the Act! database, or you are a Standard user but do not have the permission to export to Excel.If the button is “greyed out” it means one of two things: You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data.