The real power of the Contact List view lies
in its customizability. You can re-sort the
columns, change the length of columns, add
columns to the list, and remove the columns when
you don't need them anymore. These features let
you build a Contact List view that shows just
the specific information you require.
By default, ACT! shows the main contact
fields in the Contact List view. If you've added
extra fields to your database, or if you use any
of the fields that aren't shown on the Contact
List view, you may want to add these additional
fields to the Contact List.
To add columns in
the contact List view:
In the upper-right corner of the Contact
List view, locate the Options drop-down.
Click this option's drop-down and select the
Customize Columns option. The Customize
Columns dialog box will appear.
On the left side of the dialog box,
you'll see a list of fields that are in the
database but aren't currently showing in the
Contact List view. Highlight any field and
click the > button to add it to the list.
If you've performed a lookup to refine the
contacts that show in the Contact List view, and
if you've customized the columns that show for
each contact, you might want to export the
on-screen data in the Contact List view to
Microsoft Excel. In ACT! 2006, you can do this
with a single click. After clicking the Export
to Excel button in the Contact List view, ACT!
will export all of the information currently
showing in the Contact List view to an Excel
spreadsheet.
If you use an outside mail service to send
letters or postcards to your customers, you can
use the Excel integration as an easy way to send
your contacts' address information to the mail
house. Just customize the columns that show in
the Contact List view, perform a lookup of the
mailer recipients, and click the Excel button to
create a spreadsheet that you can send to the
mail service.
To export the
contents of the Contact List view to Excel:
Click View | Contact List to launch the
Contact List view.
Perform a lookup of the contacts that
you'd like to export to Excel.
If needed, customize the columns that
show in the Contact List view (see the
previous task in this chapter).
Click the Export to Excel icon on the
toolbar (or click Tools | Export to Excel).
The real power of the Contact List view lies
in its customizability. You can re-sort the
columns, change the length of columns, add
columns to the list, and remove the columns when
you don't need them anymore. These features let
you build a Contact List view that shows just
the specific information you require. 