ACT Software, Addons, and ACT Training Guides - Add-ons

Account Number Generator

Populate field with unique identification numbers using field values, date components, user information, and/or a sequence number.

Account Number Generator 2005/2006

Populate fields with unique identification numbers (that you can format) using field values, date components, user information, and/or a sequence number.

Account Number Generator 2007-2009

Populate field with unique identification numbers using field values, date components, user information, and/or a sequence number. For ACT! 2007 through ACT 2009

ACT! Platinum Care

ACT! Platinum Care for ACT! by Sage

ACT! Platinum Care Renewal

Renew your ACT! Platinum Care for ACT! by Sage

Age Today

Calculates the AGE based on the Birth Date and displays it in the specified field in an ACT! record.

Age Today 2005/2006

Calculates the AGE based on the Birth Date and displays it in the specified field in an ACT! record.

APC-Prem Corp Ed

ACT! Platinum Care for ACT! Premium Corporate Edition

APC-Prem Corp Ed Renewal

REnewal for ACT! Platinum Care for ACT! Premium Corporate Edition

APC-Prem ST Corp Ed Renewal

Renewal for ACT! 2009 Premium ST Platinum Care

AutoFill ACT! Fields

Automatically load any number of ACT! fields with values determined by the contents of some other field.

AutoFill ACT! Fields 2005-2006

Automatically load any number of ACT! fields with values determined by the contents of some other field.

Batch Field Creator Pro

Add any number of fields to the ACT! Contact, Group or Company records, Drop Down Lists and Drop Down List Items using an Excel spreadsheet holding the field definitions.

Batch Field Creator Pro 2005-2006

Add any number of fields to the Contact, Group or Company records, using an Excel spreadsheet holding the field definitions.

Copy Fields Contents

Easily duplicate the contents of any set of ACT! fields into another set of fields on the same record.

Copy Fields Contents 2005-2006

Duplicate the contents of any set of ACT! fields into another set of fields on the same record.

Copy Opportunity To Lookup

Copy a Sales Opportunity to all the contacts in the current lookup.

Copy Opportunity To Lookup 2005-2006

Copy a Sales Opportunity to all the contacts in the current lookup.

Copy System Field for ACT! 2005-2006

Access inaccessable "system" fields on your ACT! contact, group and company records.

Copy System Field for ACT! 2007-2009

Access those inaccessable "system" fields on your ACT! contact, group, and company records.

Copy System Field for ACT! 2010 to current

Access those inaccessable "system" fields on your ACT! contact, group, company, and opportunity records.

Delete Company Lookup

Delete all the companies in the current Company lookup.

Delete Company Lookup 2005-2006

Delete all the companies in the current Company lookup.

Delete Group Lookup

Delete all the groups in the current Groups lookup.

Delete Group Lookup 2005-2006

Delete all the groups in the current Groups lookup.

Edit Append Field

Add or remove an item to or from a multi-select dropdown field on every record in a lookup.

Field Calculator

Use numeric constants or field contents to perform calculations and save results into a field.

How to Create Enticing Emails-Video

...what elements they should include and how to put them into an ACT! template.

Importing Data into ACT!

Guide to importing text, Outlook, or database files.

Joint Salutation

Generate a joint Saluation field using the values from two user-selected fields.

Joint Salutation 2005-2006

Generate a joint Saluation using the values from two user-selected fields.

Layout Manager

Change the layout based on field content in the current record.

Layout Manager 2005-2006

Change the layout based on field content in the current record.

Limited Access Manager 2005-2006

Assign a single Access List to all the contacts, companies or groups in the current lookup.

Limited Access Manager Pro

Assign a single Access List to all the contacts, companies or groups in the current lookup.

Lookup Contacts In Companies

Create a lookup of contacts that belong to the current company lookup.

Red Flags 3.0

Checks for Errors in your older ACT Databases prior to conversion.

Remove From Group

Remove all contacts in the Current Lookup from any selected Group.

Select a Quote

Select a quote template for the next "Create Quote" operation.

Select a Quote 2005-2006

Select which previously designed and saved quote template to use as the "default" template for the next "Create Quote" operation.

Trivia Game

Fun end-of-the-day wrap up of the topics covered during class

ACT! Style Guide

Guide to consistent data entry into your ACT database.

Pathswap

Checks for attachment pathways and allows you to change them.

ACT! Link for QB 3.0

Integrating ACT! 2007 and QuickBooks provides a complete view of customer interactions.

ACT! for Palm OS

Mini ACT! on your Palm PDA

ACT! for Palm OS-Upgrade

Mini ACT! on your Palm PDA

File Linker

Places a clickable link on an ACT Contact to any file on the network.