Is it time to upgrade your version of ACT!? Contact us for an upgrade evaluation. If you’re not sure, check requirements here (look in the “works with” section). If it’s not, the versions are most likely out of compliance. When you open the ACT! list view, if the Excel Icon is green, it’s enabled and you’re good to go. Here’s a short video (1:30 minutes) that walks you through the steps.Ĭompatible versions of ACT! and MS office are, of course, necessary to complete this process. Click the Export to Excel Icon on the List view toolbar.Adjust the list’s columns to display only the fields you need to export.
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