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PRODUCT | Fields and Tables to Excel Wizard

Fields and Tables to Excel Wizard box shotFields and Tables to Excel Wizard

This standalone ACT! addon executable opens Excel, and creates a separate spreadsheet for every table (entity) within an ACT! database. Tables included are; Contact, Group, Company, Activity, Notes, Histories, Opportunity and Secondary Contact. Each spreadsheet lists all the fields and the following columns:

  • Display Name -- The name that shows on a layout
  • Table Name -- The internal name of the ACT! table
  • Column Name -- The actual internal name of the field
  • Data Type -- Character, date/time, number, annual event, etc.
  • Length -- Size of field
  • Pick List -- Name of drop down list
  • Is Custom -- Yes/No -- is it a custom field
  • Is Defined -- Yes/No -- is it
  • Is Primary -- Yes/No -- is it a primary field
  • Allow Edit -- Yes/No -- Allow editing
  • Allow Blank -- Yes/No -- Allow blank fields
  • Allow Null -- Yes/No -- Allow null fields
  • Create History -- Yes/No -- Create history when updated
  • Trigger on Focus -- Shows the path if a trigger exists
  • Trigger on Lost Focus -- Shows the path if a trigger exists
  • Trigger on Change -- Shows the path if a trigger exists
  • Default Value -- Shows the default value if present

This extract is helpful if you are working on XML reports or with reporting tools such as Crystal.

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Other products by Patricia Egen Consulting:

Advanced CopyFields Wizard

Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions – you can not work with any Act! system fields.

Advanced Delete User Wizard

Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.

Company Wizard Plus

Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn’t exist, it will be created. Any contacts with blank names or blank company fields are skipped.

Duplicate Remover Expert Wizard

Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc.  Search on up to 6 fields for dups. FREE TRIAL

Fields and Tables to Excel Wizard

Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.

Secondary Contact Wizard

Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.


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$19.99 -- 1 User
Discount for 10+ copies

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System Requirements:

  • Windows XP or Vista
  • 5 MB free hard disk space
  • Works with versions of Windows that can run Act!

Compatible with:

ACT! 7 / 2005 and Newer

Technical Support
provided by Patricia Egen Consulting



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