We do a lot of spreadsheet reporting against a variety of data environments – for example ACT, Quickbooks, and other SQL vertical applications. By default, Excel does not automatically refresh the data connections when you open the file. You need to “turn on” this option. Note, if the data being imported is a large amount, […]
Spring is in the air and it’s time for some spring cleaning. How often do your scrub your contact lists? How often do you check for duplicates and merge them? If you are like most people, not often enough. That’s not surprising. We all get caught up in our day to day work schedules so […]
An Act! CRM data base contains lots of information and getting it out is frequently the problem you have. So we tend to look at using different reporting tools, or Microsoft Excel, for the extracting or reporting task. And the way the data is stored in Act! can sometimes make extracting the information the way […]