For example, you put companies in the contact column and vice versa. Ever import or migrate data from another older version, or product, and find that a date field was entered using Text formatting and not date formatting? Now you want to move the data to a true date field. That’s where this tool comes in handy.
This Act! addon wizard will create a set of three additional menu items on the EDIT menu. These extra Copy/Replace/Swap menu items are an extension to the already great replacement tools provided by Act!. You will see Copy Extended, Replace Extended, and Swap Extended. Using these dropdowns, you can copy, replace or swap ANY type field with ANY other type field. That includes text to date, date to text, etc. If the fields you are swapping are different sizes, you will see an error alerting you to possible truncation of data.
If you copy a text field that has date entries into a date field, the wizard will do it’s best effort at pulling over the text as dates. It will use the underlying system date specifications that are enabled in your operating system.
NEW FEATURE! Name Parts (First Name, Middle Name, Last name, Name Prefix, Name Suffix) can now be addressed as the source and target of a Swap or Copy operation, So it is now possible to swap the First name and Last Name of a contact among other useful operations.
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 database while retaining a historical reference to entries created by the user being deleted.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 Wizard Expert
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.
Helps you create HTML templates and send them quickly to as many Act! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL
Sales Automation Bundle
Sales Automation Bundle -- essential automation for all of you busy salespeople and sales administrators. This bundle features three outstanding products that work together beautifully. Automate: adding contacts to Act! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save $187. FREE TRIAL
Sales Automation Manager
Perfect Followup... made easy! Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL
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.
Enter contact information received from your Web site directly into Act! without re-typing. Define which Web fields correspond to which Act! fields. Web Prospect can be set up to enter related data from the Web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name and Company match. Supports FrontPage "Send to" Form data. Map any Web field to any Act! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL
*If you are purchasing multiple copies, click the 'Buy Now' button below and at the next screen, change the quantity and press the 'Update Quantities' button. Your discount will show up in resulting screen.
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Advanced Copyfields Wizard