Q:  How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing…..???

What you need to transfer info such as the notes and history from ACT 6  to Excel is the transfer option.  It is standard with ACT!PAK.

It will look like this when turned on

ACTPAK Menu option to trasfer info to EXCEL

A: If you don’t see Excel Transfer option, it is usually because of 1 of 2 issues.
1. You don’t have Excel installed on this PC
2. You did not select Excel as your spreadsheet when you installed ACT!PAK

Troubleshooting:
You can select Excel as your spreadsheet under the Preferences/ Spreadsheet Mapping Menu option
See attached screen shot for an example

Set Preferences to use Excel as the spreadsheet