Month: April 2012

Create a Map of Your Contacts using ACT!

Ever want to get a map of your Contacts? well if the curiosity ever struck here’s a handy tool to help you get it done!

  1. Create the lookup of contacts that you want to plot on the map
  2. What you need to do next it to get a list of Contacts into Excel with the following fields: Address, City, State (or Province), ZIP Code (or Postal Code), and Company.
    1. From the Contact List View, click “Options” in the upper right corner and choose “Customize Columns”
    2. Choose just the fields listed above to be included in your list
    3. Click OK to go back to the Contact List View
  3. Click the “Export Current List to Excel” button to get your Contact List in Excel
  4. Highlight the whole works, all the rows and the headings and everything and press Ctrl+C to copy them, or right-click and choose Copy
  5. Go to www.batchgeo.com and click inside of the “Source Data” window and then press Ctrl+V or right-click and choose Paste
  6. Click Map Now (or click Validate & Options for some tweaks) and BatchGeo will crank through your list and display a map for you.

If you’re going to use this on a regular basis, or simply have fallen in love with the concept consider a donation as that’s how Phillip supports and runs the site.