S
S Willingham
I am using ACT! to manage my contacts, prospects and customers. I would like
to integrate with my excel quote template. My template consists of Fields
like "Company", "contact" etc and I would like to be able to choose the
company field and get a drop down of all the companies from my ACT database.
Once I choose a company from the list the other appropriate field would be
populated (address, city ,state, zip etc)
Can anyone give me a idea of how to go about this?
If this is not possible with ACT is it possible Excel to Excel? I have done
this type of thing using Excel and Access but my current set up does not
include Access
Thanks in advance.
Steve
to integrate with my excel quote template. My template consists of Fields
like "Company", "contact" etc and I would like to be able to choose the
company field and get a drop down of all the companies from my ACT database.
Once I choose a company from the list the other appropriate field would be
populated (address, city ,state, zip etc)
Can anyone give me a idea of how to go about this?
If this is not possible with ACT is it possible Excel to Excel? I have done
this type of thing using Excel and Access but my current set up does not
include Access
Thanks in advance.
Steve