Enabling Current Lookup is the current list of contacts displayed under the Contact List. Click Next to proceed to the Specify export options dialog. Enable either the Comma. If you would like to export field names, enable the Yes, export field names option, and then click Next this will add the column headers to the export. The Contact, Group, or Company Map appears, based on the option you selected in step number 7.
The Map displays each field that will be exported and the order they will be exported in. Each field can be changed. To do so, click on the field, then: To change an existing field, click the Field Name to highlight it, then click on the drop-down arrow and select the desired replacement field.
To remove an undesired field, click the Field Name to highlight it, then click the Remove Field button.
To add a new field, click the Insert Field button, and then click on the drop-down arrow and select the desired field. Note: Although the option Add to Act! Note is displayed in the field list, it is only used for imports. You cannot export Notes through this option.
After you have arranged the fields in the order you want, you can save this order as a field map for future use by clicking the Save Map button. To use a previously saved field map, click the Load Map button. Click Next to proceed to the Completing Export Wizard dialog.
If the settings are correct, click Finish to complete the export, or Back to change your settings. When the export is complete, browse to the location on your computer where you chose to save the file and open it. To get this information you would have to purchase a 3rd Party addon. Third party products like Oakmerge will allow you to extract all the data. You would need the Standard edition. You will have to find a NetSuite consultant to help you. Your email address will not be published.
Save my name, email, and website in this browser for the next time I comment. Blog Act! Exporting Your Act! Create an Act! Lookup You probably already know how to create a Lookup in Act! Reorder the columns in a list view: Hold down your mouse cursor on a column header and drag it to a new location.
Ad d a column: Simply right-click smack dab in the middle of the List View and chose Customize Columns. A dialog window similar to the one you see below will open. The fields in the right side of the window repre sent all the fields you are currently seeing in the List View; the fields on the left side represent all the fields that are available for inclusion on the List View including any customized fields you may have created.
If fields in the query do not exist in the destination database, the query is not exported. If the custom type does not exist in the destination database, it exports as To-Do Done. Opportunity processes and stages Yes Yes No If the opportunity process and stage exist in the destination database, the process and stage exports. If the opportunity process and stage does not exist in the destination database, it exports as the first stage of the first listed process in the destination database.
Opportunity stages can be exported to a delimited text file. For exporting to delimited text files, see KB:. If you export them at different times, the membership is not retained. Teams No No No. Related Articles How to export data from Act!
Number of Views The link you followed may be broken or the page may have been removed. Description: HTTP Right-click the folder you want to create the file in and then click Properties on … Error: A computer restart is required New to Act!? About Act! Popular links What's new Getting Started Act! Activities - Custom. If the custom activity type exists in the destination database, the custom activities export.
Activity Series. Only the activities export; the series definition does not export. Select the option in the Export Wizard to include attachments. Company List View data can be exported to Excel.
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