Source: eGrabber Newsletters
Did you know that you can link ACT! database fields to cells in an Excel spreadsheet? With such a mapping, the Excel file will be updated automatically when the data in the ACT! field changes.
Here's how you can do it:
1. Click on the Documents tab and select a spreadsheet.
2. Click Edit Document. The document opens in Excel.
3. Set up the first row of the spreadsheet to include the appropriate ACT! fields.
4. Identify a cell to which you can map an ACT! field. Click Map to Contact, Map to Company or Map to Group, as applicable, from the ACT! menu.
5. When the Map fields dialog box opens, choose the appropriate field and click Add.
6. Repeat this process for any additional fields, save the spreadsheet, and click Close when done.
7. To refresh the spreadsheet fields, while in the Document tab, click on the Map to Excel option in the middle of the screen.
