You can export the contents of an account or opportunity's relationship map and insight map to a PowerPoint (.pptx) file. This provides you with the basic materials to prepare a presentation showing what the maps contain.
To generate the PowerPoint file:
- Open the account or opportunity's relationship map or insight map.
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Click the Exports button the in top right of the page and select PPT Export.
- When the PowerPoint export file is ready, click the link Click to save.
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In the PowerPoint file itself, a small bit of editing is required to get the best view of exported relationships .
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Ensure that Enable Editing is activated for the PPT file (this step should not be necessary on a Mac).
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Scroll down to the Relationships slide.
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Right-click on the list of contacts and select Convert to SmartArt (as shown in the example below).
On a Mac, click into the bulleted list and in the PowerPoint Elements Gallery, select the SmartArt Graphics tab/button.
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Select the Organization Chart or the Hierarchy List diagram.
On a Mac, click the Hierarchy section and select either the Organization Chart or Hierarchy diagram.
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Note: You can also export an account or opportunity's data from the slideshow mode of the insight map. In this mode, click the PPT icon (as shown below) to generate a PPT file.
PowerPoint Export File Name Format
The software names Powerpoint export files as follows:
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For exports of opportunity data, the format of the PowerPoint file name is 'PANDP_[Opportunity Name].pptx'
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For exports of account data, the format of the PowerPoint file name is 'PANDP_[Account Name].pptx'
Configuring PowerPoint export options (administration)
An administrator can configure which options are available for selection in a PowerPoint export. This involves enabling and disabling settings as appropriate in Altify Powerpoint custom settings.
The options available for PowerPoint export also depend on which features of the software have been enabled for users.
For more information, please talk to your Altify Administrator.