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 Troubleshooting: You can select Excel as your spreadsheet under the Preferences/ Spreadsheet Mapping Menu option See attached screen shot for an example . Another option is you could uninstall and reinstall ACT!PAK, selecting EXCEL as your spreadsheet program during the install.
Q: How can I troubleshoot an error in ACT!PAK when I try to transfer notes and history from ACT 6 into Excel or ASCII text??? Error code from ACT!PAK is “ACTPAK encountered an ERROR Transfering records to Excel(20): Method ‘~’ of object ‘~” failed” A: Always backup your database before doing any mainteance or exporting. It is always good to do a test transfer of the data from the ACTdemo database to make sure that will work before repairing at your production database, If you can’t export the ACTDEMO database, you should verify check the version of Excel is 2000, 2002 or 2003 or reinstall ACT 6. It you can TRANSFER from the ACTDEMO database without error, then you need to work on your production database. When ACT!PAK was doing a TRANSFER to excel it probably ran into some ACT data it could not handle or some corrupted ACT indexes.… read more →
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