ACT! and Excel
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 |
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