Ever wished you could merge Act! information in Excel using the same easy method you use with Word? With Advanced Excel Templates you can!
If you are able to create a Word template with Act!, you are able to create an Advanced Excel Template. We made it as simple as possible, mimicking the way you create templates in MS Word or in Act! Word Processor.
Launch Advanced Excel Templates, click File>New Template and the program will open a new document in Excel with a popup window allowing you to insert Act! field placeholders in the spreadsheet.
Once this is done, save and you have your new template. You're ready to go!
Automatically number your documents with our AutoNumbering system
With our AutoNumbering system, you may define as many automatic number formats as you want, one for your quotes, one for your invoices and select it when generating your document.
You may also want to look at our AutoNumbers for Act! Record add-on which, among other features, allows you to automatically autonumbers your opportunities at creation time.
You may even use the power of Excel to perform calculations and update one or more of the current contact fields with the result of the calculation. Let's say you want to add User1 and User2 and put the total in User3. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. All you need to do is insert an Excel->ACT field in your template.
You may even perform this operation in the background, without opening the merged document.
Advanced Excel Templates exports data from either the Contact table or the Company table or the Group table or the Opportunity table but cannot combine data from 2 tables. Excel Quote-Invoice Maker is designed to export Contact + Opportunity or Company + Opportunity or Group + Opportunity data to Excel. As a consequence, another difference is that Advanced Excel Templates has the ability to export more than 1 record at a time but not Excel Quote-Invoice Maker.
Act! Calendar To Excel
Export your Act! Calendar to Excel. Include any field you want. Use Excel's advanced formatting features to create the calendar of your dream. Excel calendars are easy to print, easy to email, easy to convert to HTML and easy to share. FREE TRIAL
Act! List View Manager
Never recreate a list view anymore! With Act! List View Manager, you can store the settings of your list views (column order, column width and sort order) so that you may easily load them back up as needed. FREE TRIAL
Advanced Activity Window
All the information you want can now be displayed in the Calendar view or on your smart phone!. With this add-on, you can automatically populate the location or details field of the Activity window with the contact's address, his phone numbers or with any other contact fields of your choice. FREE TRIAL
Advanced Do Not Call Lookup
Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists
Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. FREE TRIAL
Advanced Excel Templates II
If you can create a Word template with Act!, you can now create an Excel Template with Act! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the Act! Word Processor. FREE TRIAL
Advanced Field Protection
Advanced Field Protection gives you full control over who can edit your Act! fields. Users may be given edit rights, initialize rights (can enter information when the field is empty) or no edit rights at all. Also allows you to hide tabs for the users of your choice. FREE TRIAL
Advanced Layout Tools Pack
The Advanced Layout Tools Pack is a collection of great layout tools, i.e. tools you insert in your layout the same way you insert fields or labels.
Advanced Lookup by Groups
The must-have add-on for group users. Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. New contact/group data management functions. FREE TRIAL
Advanced Menu Management
Advanced Menu Management allows you to disable Act! features by letting you choose which Act! menu commands are available to the users of your database. If you find that the Act! security roles do not give you enough flexibility, Advanced Menu Management is for you. Want to disable the Import/Export feature for certain users? Want to prevent users from using the Replace field function? Advanced Menu Management gives you full control over who can do what. FREE TRIAL
Advanced Sales Lookup, Export and Reports
Designed to help you manage your Sales Opportunities by combining three functions: advanced Opportunities Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and easy creation of reports in Excel with formatting, sorting and totals. For instance, calculations may be run automatically in Excel to create Commission reports. FREE TRIAL
Automatic Data Entry From Table
Tired of entering the same information over and over? Automatic Data Entry From Table can fill in up to 20 target fields in one operation. Create a data table and choose a reference field. Whenever the reference field is changed, the table is scanned for the new value and the related fields automatically updated. FREE TRIAL
Automatic Web Forms
Create Web forms in seconds and import form results directly into Act! - FREE TRIAL
Automatic Field Calculations
Allows you to make any type of calculation using your Act! contact, company or group fields. Supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL
Automatic Member Synchronization
Automatically update the contact records of a company or group when you modify that company or group. The add-on may also update divisions of a company and subgroups of a group. Works with the fields of your choice. FREE TRIAL
AutoNumbers for Act! Records
Automatically number your Act! records (contacts, companies, groups or opportunities) at the time of creation or in manual mode. Automatically give your contacts, companies and groups a unique account number and your opportunities a unique quote number. Flexible autonumber syntax and editor: may include auto-incremented number, field values, system variables (date, time). FREE TRIAL
Add one or more buttons to your layouts to quickly go from one contact to another. Create one-to-one or one-to-many links. Name your relationships. FREE TRIAL.
Copy Data Between Records
Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record. FREE TRIAL
Excel Quote/Invoice Maker II
For Act! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.
Excel Templates with Quote/Invoice Maker II
An enhanced version of Excel Templates for Act!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
Add tooltips to your layouts to provide easy-to-access help information to your users. Ideal to educate your users and ensure database integrity through better data input. No need to modify your layouts. FREE TRIAL.
Make your own tooltips to put whatever you want, where you want it! FREE TRIAL
Allows you to associate a layout with a type of contact, company or group, so that when you view contacts, companies or groups the proper layout is automatically displayed. FREE TRIAL
MagicJack Plugin for Act!
With the MagicJack Plugin for Act!, MagicJack owners can make phone calls from within Act! by just pressing a button, next to each phone fields. No need to copy and paste the phone number anymore. FREE TRIAL
MailChimp Plugin for Act!
MailChimp Plug-in for Act! is a leader of the Email Marketing and Email List Manager market and you can now integrate their services with Act! 2011 or newer. FREE TRIAL
Navigation Bar for Companies-Groups
Make your Company and Group Detail screen work the same way as your Contact Detail screen. View lookups in Company and Group Detail views. Add VCR-like navigation buttons similar to the ones used in Contact Detail view. Detail views and List views are always synchronized. The most intuitive way to use Companies and Groups. FREE TRIAL
On-Off Edit Mode
On-Off Edit Mode adds a long-time awaited feature to Act!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL
Purge Notes and History
Remove the unwanted history records that clog your contact, company and group records. Choose the history records you want to purge based on their type, their record manager, their date and their regarding field. FREE TRIAL
Skype Plugin for Act!
With the Skype Plugin for Act!, allows you to integrate Act! with Skype. Single click dialing. More ... FREE TRIAL
Universal Dialer Plugin
Universal Dialer Plugin -- Integrate Skype, Ninja Plus, MagicJack and other dialers with Act!. FREE TRIAL
$69.95 -- 1 User
$40.00 -- Upgrade (conditions apply)
The only reasons why you would use the old version would be:
The upgrade requires simple modifications to existing templates. Instructions here.
"After testing other export add-ons, we decided to go with Advanced Excel Templates. The program is able to perform the functions we needed and is by far the simplest to use!"
--Steve Boyles, North State Communications
IMPORTANT: This product works with Act! 2010 and newer.
Please note: This product must be registered with the manufacturer. Complete instructions will be provided in your email receipt once your purchase has been completed.
To see if you are eligible for a free upgrade, call 1-800-806-5288.
*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.
All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.
Advanced Excel Templates II
In Excel Quote-Invoice Maker II, templates are now regular Excel files. They don't contain macros anymore (you can add your own macros but the program does not require macros anymore).
To upgrade your previous templates, open them in Excel Quote-Invoice Maker (not Excel Quote-Invoice Maker II) as if you wanted to edit them and save them as .xslx files. Since these files contain macros, Excel will give you a choice to save as a macro-free workbook or not. Click yes, as you don't need the macros anymore.
Then open the template for editing in Excel Quote-Invoice Maker II and replace, if any, the opportunity and product placeholders (The ones that start with "[[P:") as well as the AutoNumber and Today's date placeholders. Then save.
If you used buttons in your layout, they will have to be recreated.