Do you use Company Records? If so, you should know about Company Wizard Plus. Most of us end up with some 'widowed' contacts -- contacts needing to be linked to existing companies or companies created and contacts linked. Act! only allows you to do this one at a time. But with just a quick pass of Company Wizard Plus, you can create Companies and link Contacts -- en masse! A huge time-saver!
Company Wizard Plus updates your entire database; elevating and creating Company Records and linking Contacts. It even UNLINKs Contacts from Companies. Great for cleaning up imported lists! See exactly what was done in a report at the end of the process.
Company Wizard Plus is easy to use! Simply locate Company Wizard Plus on the Tools menu when in a Contact List view in Act!, select the contacts you wish to work with, and you'll have the following options:
Full report shows what was done: Once Company Wizard Plus has run, a menu box appears showing how many Company Records were created and how many Contacts were linked or skipped.
Update Linked Contacts function:
Update Linked Companies function:
Flatten Company Hierarchy function
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 database while retaining a historical reference to entries created by the user being deleted.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
$79.99 / One user
Discount for more than 10 copies
There is no trial for Company Wizard. It works or your money back.
I would never want to run my database without Company Wizard Plus. What used to take hours now takes just minutes! It just works!!"
--Tim Andrews, KAT Transportation
*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.
Company Wizard PLUS