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| PRODUCT | Automatic Member Synchronization Automatic up-dates are easyAutomatic Member Synchonization automatically updates the members of a group or company when the parent group or company is modified. With Automatic Member Synchronization, you may:
As simple to set up as creating field associations As usual, the add-on is very simple to use. You simply associate a parent field with a member field. In the partial screenshot shown below, we associated a company field called ID/Status to the Contact ID/Status field.
With this setting, whenever the ID/Status field of a company is changed, the ID/Status field of the contact records belonging to this company is automatically updated. Allows you to include company and group fields in your merged documents Since you are able to synchronize company or group fields with your contact records, it is as if you could merge company or group fields in your word processor documents. Simply include the synchronized contact fields in your templates and you'll get company or group data in your merged documents!
Automatically synchronize data when creating a contact from a company or a company from a contact ACT! has a special command to create a contact from a company and another to create a company from a contact. Using this command, the address fields are automatically copied to the new records. When you install Automatic Member Synchronization, 2 icons are automatically added to your contact and company toolbars. Clicking these icons will reproduce these special ACT! commands: it will not only copy the address fields to the new record but also the fields defined in the field associations discussed earlier. Manual mode allows catching up Automatic Member Synchronization may also be used to manually update all members of a certain type at once. By type of members we mean contacts of a company, divisions of a company, contacts of a group and subgroups of a group. This feature is particularly useful to initialize your members so that they are up-to-date before Automatic Member Synchronization takes over.
Other products by exponenciel: 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 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 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 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 -- General Pack A unique collection of 7 layout controls that will help you visually organize your data, enter a document path, launch an outside program or document by clicking a button, view a multi-month calendar. FREE TRIAL Advanced Layout Tools -- Graphics Pack Create graphs directly in your layout! With the ChartBar and ProgressBar controls, you can better visualize your records data with great looking graphics. No need to run reports. Your graphs are updated when browsing through records. FREE TRIAL Advanced Layout Tools -- Notifier Pack Make sure no critical data is left unnoticed in your contact records! With the InformationBar tool, you can display critical information at the top of your screen. With the Notifier tool, you may monitor a field and display an image to attract your attention depending on its value. Two critical tools to manage your critical data. FREE TRIAL Advanced Layout Tools -- PictureViewer Pack Add a picture viewer to your contact layouts. A picture viewer displays multiple pictures using minimal screen space. Pictures are automatically resized to fit viewer. Add a title, rotate pictures in a snap. Easily browse through pictures. Pictures can either be in an ACT! picture field or outside of ACT!. A must for picture users. FREE TRIAL 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 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 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 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 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. 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 Excel Templates with Quote/Invoice Maker for ACT! 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. 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 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 adds a long-time awaited feature to ACT!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL 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
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DOWNLOADS *Requires: Compatible with: ACT! 8 / 2006 ACT! 10 / 2008 provided by Exponenciel
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Automatic Member Synchronization |
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$59.95 |
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$59.95 |
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All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.
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