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