Advanced Layout Tools Pack

The Advanced Layout Tools Pack is a collection of great layout tools

Advanced Layout Tools Pack offers numerous productivity tools to add to your layouts: for instance a button to launch a program, a button to display data entry tips, a button to open a document, a field which calculates the age automatically or shows the next activity scheduled, tabs and groupbox to conveniently layout your fields, advanced picture fields and a lot more.

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.

Here is the list of tools included in the pack, in alphabetical order. Click on the more links to view more details including screenshots and in many cases a video.


Act! Command Button

Button that can execute any command from the Act! menu.

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Activity Button

Open the Schedule Activity window with predefined parameters.

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Advanced Picture Field

Direct replacement for the Act! picture field: adds options to limit image size and export as file.

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Age Field

Automatically calculates and displays the age in a field (can be used in reports).

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Browse and Open Document Buttons

One button to browse and one button to open an external document.

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Chart Bar

Graphical representation of a numeric value.

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Checkbox Button

Replacement for the checkbox control: displays 2 customizable on/off buttons.

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CopyToClipboard Button

Button to copy data from the current record to the clipboard.

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Current Local Time Indicator

Displays the local time of the current record.

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E-Board Control

Displays field content in an electronic-board-like control.

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Gauge 

Graphical representation of a numeric value.

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Generate Document Button

Button to launch the merge of the current record into a template.

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Generate Document List

List of templates that you click to launch a merge of the current record into the selected template.

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Group or Company Hierarchy

Replacement for the hierarchy control: adds active link and improves look.

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Groupbox with Reset Button

Container with optional reset button to clear all fields in the GroupBox.

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Help Button

Button displays help/tip information when clicked.

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Information Bar

Displays the content of a memo field in an information bar.

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Last Activity Indicator

Displays the last activity scheduled with the current record.

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Launch Button

Button to launch an external program, open a static file or a folder.

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Launch Query Button

Button to launch a saved query.

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Lookup Button

Button to open the lookup window with a field, an operator and a value already selected.

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Month Calendar

Calendar that you click to schedule an activity.

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Multi-Tabs

Tabs anywhere in your layout. Great space saver.

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Next Activity Indicator

Displays the next activity scheduled with the current record.

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Notifier

Displays an icon typically next to a field based on the field value.

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Panel

Container. Has an option to make all fields it contains uneditable.

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Picture Field Viewer

To view pictures stored inside Act! stacked on top of one another.

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Picture Viewer

To view pictures stored outside Act! stacked on top of one another.

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Product Names Field for Opportunity List View

Lists the products of the opportunity in a field so that products can be seen in the opp list view.

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Progress Bar

Graphical representation of a numeric value.

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Sub-Group or Division Treeview

Replacement for the sub-groups or divisions control: displays all sub-levels and number of contacts.

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Unique ID Field

Displays the GUID (unique ID) of the current record. Useful for exporting/importing purposes.

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User Restricted Memo Field

Memo control you can restrict access to.

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Vertical Display of Multi-Selected Items

Displays the selected items of a multi-select field one below the other.

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Other products by exponenciel:

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

ContactLinks
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

Field Tooltips
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.

Help Button
Make your own tooltips to put whatever you want, where you want it! FREE TRIAL

LayoutSwitch
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

 



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Compatible with:

  • Act! 2011 and NEWER

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Advanced Layout Tools Pack

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Act! Command Button

A button that can be associated with any command of the menu so that the user can run the command without having to click 2 or 3 times to access it in the menu. It turned out astonishingly popular among users.

See this video on how to set it up.

Act! Command Button screen
Act! Command Button screen

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Activity Button

The Activity Button opens up the Schedule Activity window and assign the different fields of the window predefined values. When you insert the button in the layout, you have the ability to associate it with a date field. If you do and the field contains a date, the Schedule Activity window will pop up with the date already selected.

Activity Button screen
Activity Button screen

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Advanced Picture Field

The Advanced Picture Control is a replacement for the Act! picture control. It offers numerous advantages:

Advanced Picture Field screen
Advanced Picture Field screen


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Age Field

This tool calculates the age every time you open the record and actually stores the information in the database. Through its right-click menu, you may launch the update of this field for the current lookup.

Since the age information is stored in the database, you may use it in reports, lookups, etc. but don't forget to update the current lookup before you generate reports or lookups to ensure all ages are up to date.

See this video on how to set it up.


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Browse and Open document Buttons

These are 2 buttons that work hand in hand although they can be used separately.

They are typically used to associate a document to a record (contact, company, group, oportunity) without actually attaching it to the record. Clicking the Open button is then a lot faster that opening the documents tab and looking for a document among many others. It can also be used to open a directory.

Browse Button

The Browse button allows the user to select a file or folder and store the path in a field. The button has a Default Folder property. When you set it to a folder, the Open dialog box which pops up when you click the button will default to that folder so that you don't have to navigate to the same folder every time.

Open Document Button

The Open Document button opens the file or folder which path is stored in the field you associate it with. Typically the Browse and Open Document buttons are associated with the same field. One stores the path in the field, the other reads the path and opens the file, document or folder.

Browse and Open Document Buttons screen

See this video on how to set it up.



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Chart Bar

Here is an example of what you can achieve with the ChartBar:

chart bar screen

See this video on how to set it up.



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Checkbox Button

The CheckBox button is a replacement control for the standard Checkbox control used by Act!. It offers a more appealing display of the information.

CheckBox Button screen

See this video on how to set it up.



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CopyToClipboard Button

The CopyToClipboard Button copies data from the current record to the clipboard so that you may paste it in the application of your choice. You define which fields you want copied and the layout of the text under CopyToClipboard Command.

CopyToClipboard Button screen

See this video on how to set it up.



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Current Local Time Indicator

The Current Local Time Indicator displays the local time of your records, so that you don't have to wonder what time it is there before calling them.

The local time is calculated based on 2 or 3 fields of your database. Typically these 2 fields would be Country and State. But you could set up the tool to use any fields you want. For instance, there are a few states in the US which are split between 2 time zones. You could then base the local time calculation on Country, State and City or County.

Current Local Time Indicator screen

See this video on how to set it up.



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E-Board Control

Here is an example of what you can achieve with the E-board control:

E-Board Control screen

See this video on how to set it up.



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Gauge

Here is an example of what you can achieve with the Gauge control:

Gauge screen

See this video on how to set it up.



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Generate Document Button

This is a button you associate to an Act! template. Upon clicking it, Act! generates a merged document for the current record based on that template.

Generate Document Button screen

See this video on how to set it up.



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Generate Document List

This is a list you can add Act! templates to. When you click a template, a document is generated for the current record based on that template.

Generate Document List screen

See this video on how to set it up.



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Group or Company Hierarchy

The Group or Company Hierarchy control is a replacement control for Act! hierarchy control. It is better looking, offers active links to move to a group or company in the hierarchy and has the option to display the number of contacts in the group or company.

Group or Company Hierarchy screen

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Groupbox with Reset Button

The GroupBox is a container. It means that any control you drop in it becomes part of the groupbox, ie. it moves with the GroupBox when you move the GroupBox: so it is a great help when designing your layout. It also helps visually organize your layouts.

It also includes an optional reset button that will blank out the content of all the fields in the groupbox when clicked.

Groupbox with Reset Button screen

See this video on how to set it up.



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Help Button

The Help Button is a button, which by default looks like a help icon. Upon clicking it, it opens a tooltip window with the help text you assigned to it in the layout designer window. The tooltip stays open as long as you want (actually until you click the button again) giving you sufficient time to read any size text.

Help Button screen

See this video on how to set it up.



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Information Bar

The InformationBar displays the content of a field in an InformationBar similar to the one used by Internet Explorer. Ideal to make sure that all users of the database know critical information about the current record.

How it works: the bar displays the content of a field you choose when adding the bar to the layout. It pops up only if the associated field contains data. Since you might not want everyone to be able to edit the field thus to change the content of the infobar, you may want to use the User Restricted Memo Field that allows you to restrict access to the field to any user you want.

Information Bar screen

See this video on how to set it up.



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Last Activity Indicator

Displays the last activity scheduled with the current record.

Last Activity Indicator screen
Last Activity Indicator screen

See this video on how to set it up.



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Launch Button

The Launch Button is designed to launch a program, open a document or a folder. Contrarily to the Open Document button, the program, file or folder is static, ie. it is the same for each record: this information is stored in the button property, not in a field of the record.

Launch Button screen


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Launch Query Button

The Launch Query Button is designed to launch a saved query. It includes a couple of properties specific to lookups, ie. ShowLookupTypeDialog to show or hide the Replace, Append, Narrow Lookup window and ShowResultsInDetailView to show the results in Detail view (instead of the List view).

Launch Query Button screen


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Lookup Button

The Lookup Button allows you to open the Lookup window with a field of your choice already selected. It is particularly useful to lookup fields not listed under the Lookup menu. With the Lookup Button, you don't have to do Lookup>Other fields and then browse the Field drop-down list.

Lookup Button screen

See this video on how to set it up.



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Month Calendar

The Month calendar displays one or more months starting with the current month. Besides being a visual help, the user may click any date or range of date to open the Schedule activity window.

Month Calendar screen

See this video on how to set it up.



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Multi-Tabs

The Multi-Tabs tool is a container displaying fields inside tabs. You may add as many tabs as you want. This is particularly useful when screen real estate is limited, for instance with mini notebooks.

Multi-Tabs screen

See this video on how to set it up.



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Next Activity Indicator

Displays the next activity scheduled with the current record so that you can quickly identify what is planned with the record (if anything) and if necessary quickly schedule something or edit the activity.

Next Activity Indicator screen



When there is an activity,
double-clicking the control opens the Edit Activity window. When there isn't one, it opens the Schedule new Activity window.

Next Activity Indicator screen

See this video on how to set it up.



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Notifier

The purpose of the Notifier is to provide a visual cue to the user that depends on the value that a field contains. You basically assign a different image to different conditions and the control displays the corresponding image when the condition is met.

In the example below the notifier is tied to an expiration date. Depending on today's date (in this case it was Nov. 24, 2004), it displays a different icon to indicate that the expiration date is still more than 5 days ahead, less than 5 days ahead or passed.

Notifier screen

You may also use the notifier to visually identify your records based on the ID/Status value for example.

Notifier screen

See this video on how to set it up.



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Panel

The Panel tool is a container. It means that any field, label, etc. you drop on it will move with it when you move the Panel around in layout design mode. Besides the advantages of being a container, you may also use it to visually group controls by changing its background color.

If you set the Readonlycontrols property to True, all the fields in the panel will become disabled therefore uneditable in the layout.

Panel screen

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Picture Field Viewer

The PictureField Viewer tool is almost identical to the Picture Viewer. The difference is that it displays pictures already stored in Act! whereas the other tool displays pictures stored outside of Act!. Pictures are stacked on top of one another and you can scroll through them using VCR-like buttons. Pictures are automatically adjusted to the size of the control. It offers a number of different options like rotating, naming, etc.

Clicking a picture displays it in a popup window.



See this video on how to set it up.



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Picture Viewer

The Picture Viewer tool is almost identical to the PictureField Viewer. The difference is that it displays pictures stored outside of Act! whereas the other tool displays pictures already stored in Act!. Pictures are stacked on top of one another and you can scroll through them using VCR-like buttons. Pictures are automatically adjusted to the size of the control. It offers a number of different options like rotating, naming, etc.

Clicking a picture displays it in a popup window.



See this video on how to set it up.



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Product Names field for Opportunity List view

The main objective of this tool is to copy the product names of the current opportunity to a field so that this field can be displayed in the opportunity list view.

Therefore it is an opportunity tool only. It looks like a list that displays the names of the products of the opportunity (and optionally the quantity as well).

The list (and the underlying field) is automatically updated when you add or remove products.

NOTE: The right-click menu of the control offers an Update Current Lookup command for initializing the field after its install.

Product Names Field for Opportunity List View screen

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Progress Bar

Here is an example of what you can achieve with the ProgressBar:

Progress Bar screen

See this video on how to set it up.



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Sub-Group or Division Treeview

The Sub-Group or CompanyTreeview is a replacement control for Act! sub-group or division control. It is more intuitive (tree view), shows all sub-groups or divisions (not just the next level) and has the option to display the number of contacts. Also when you double-click a group or company, it opens it and the right-click menu offers a Lookup Contacts option.

Sub-Group or Division Treeview screen

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Unique ID Field

This layout tool displays the unique ID (GUID) of the current record. This is the unique ID of the contact, company, group or opportunity record used internally by Act! to identify the record.

This tool is particularly useful when importing or exporting records because the unique ID can serve as a unique record identifier. With the help of this tool, it is now in a field accessible to the import/export wizard.

If you export and reimport records, it can also be used to check duplicate records after an import.

Make sure the field you assign the unique ID to is at least 36 character long.

Unique ID Field screen

See this video on how to set it up.



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User Restricted Memo Field

It is a regular memo field except that it gives you control over which user has the ability to edit its content.

User Restricted Memo Field screen

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Vertical Display of Multi-Selected Items

The Vertical Display of Multi-Selected Items tool works with multi-select fields in Act!. Instead of displaying the selected items one next to each other separated with semi-colons which sometimes leads to the user not being able to see all items, it displays the selected items one below the other.

Vertical Display of Multi-Selected Items screen

See this video on how to set it up.



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