PRODUCT | Contact List Plus

List contacts like you have never seen

Contact List Plus is a powerful plug-in that enhances ACT!'s contact list view. You can edit, organize and transform your contact list into a personalized color-coded data enriched view. It has advanced contact retrieval features such as Data Rules and Color Rules.

Even Newer Version 3.0
Newest Features

• New Toolbar allows easier access to simple tasks.
• Filter Mode allows you to instantaneously search in any field.
• Create Company creates a company based on the selected contacts.
• Drag & Drop columns on and off the grid.
• Lookup Rules are now linked to specific layouts
• Column 'Details' button including row height and header text.
• Expanded Popup Menus support all ACT's native features.
• Card Style View is now supported in the list.
• Group contacts in cross sections or group lists.

Features - Enhancements - Edit in Place - Replaces ACT! View - Custom Selector - Colorize Your List

New Toolbar

Contact List Plus toolbar handles most of the additional features that are included with the product. You can also right-click on the list to expose our Popup Menu.

1. Schedules Activity Schedule a new activity. 2. Apply Color Apply color to the currently selected contact/contacts. 3. Edit Mode Switch Turn ON/Off Edit mode. 4. Tag Mode Switch Turn ON/Off Tag mode. 5. Card Style View Changes the layout between Card Style and Table Style. 6. Color Rules Open the Color Rules window. 7. Lookup Rules Opens the Lookup Rules window. 8. Filter Contacts Filter contacts based on the current lookup. 9. Sort Contacts Sort the contact list. 10. Group Contacts Group the contact list. 11. Customize Columns Customize the column layouts. 12. Select Layouts Select the column layout. 13. Export Export the current list Word, Excel, XML an HTML file. 14. Export to Excel Export the current list to Excel. 15. Export to Excel in color Export the current list to Excel with color. 16. Display Header Display the drag & drop grouping header. 17. Appearances Change some appearances of the list. 18. Expand Groups Expand grouping. 19. Collapse Groups Collapse grouping. 20. Refresh the List Refresh the contact list. 21. Print Preview Open the Print Preview window. 22. Open Help Open the Help window. 23. Open About Open the About window.

Filter Mode

Filter mode allows you to quickly search on multiple conditions from the top of any column.

1 - Click on the 'Filter' icon on the toolbar.
2 - You will now see a empty filter row at the top of the list. This row is in yellow.
3 - Enter a filter in any column, like "New York, London" in the city column.
4 - Click "Enter' on the keyboard. You now have this filter in place.

To add additional conditions to the current filter, just enter the text in the column header and click "ENTER" again.

Here are some examples of filter conditions you can try:

• To find all contacts whose Country is empty just type "EMPTY" in the filter row and click "ENTER".
• To find all contacts whose Country is not empty just type "!EMPTY" in the filter row and click "ENTER" (notice the explanation mark before the word).
• To find all contacts whose Country is either Germany or France or the USA, just type "Germany, France, United States" in the filter row and click "ENTER" (notice each condition is separated by a comma).
• To find all contacts that were edited this month just type "(8/1/2005-8/30/2005)" in the filter row and click "ENTER".
• To find all contacts where a yes/no field is checked just select "TRUE" in the filter row and click "ENTER".

Drag & Drop Columns

You can drag any column off the list to remove it. You can also drag columns back onto the list by using the Drag & Drop button.

To drag columns onto the list:

1. Click on the Drag & Drop icon on the toolbar. 2. Using the 'Drag & Drop' window that comes forward simply drag the column from this window into the task list header. (The header is where you see the other column names.)

Lookup Rules Layouts

The Lookup Rules Manager window allows you to manage all your previously saved lookups. These lookups are created using ACT!, the "Save Lookup," or "Save List" button in Contact List Plus.

To open this window, click on the "Lookups" icon on the toolbar. From this window you can easily add or remove any lookup in the list. You can also set the layout whenever a lookup is activated.

To set the layout, simply use the dropdown selector in the Layout column as shown here.

Column 'Details'

Users can now change many properties of each column, like: Caption, Character casing (Upper/Lower), format string, and input masks for phone number or Social Security numbers. Users now can use the Math Functions to display totals and counts. Users can also change the amount of row height by using the new Multi-Column options.

To change the height of any column:

• Right-click on the header of the column to change.
• Change the 'Multi-Line' option to the desired height.
• Click OK.

Expanded Popup Menus

Contact List Plus appends to ACT!'s right-click menu.

To expose CLP's expanded menu system seen below, right-click anywhere on the contact list window.

Create Company from Selected Conacts.

CLP allows you to create a new company based on the selected contacts. If the company already exists, the contacts will be added to it.

Other add-on companies charge $99 for this one feature itself! With CLP, you get it as a bonus.

Enhancements in ACT! using
Contact List Plus

• Contact List Plus now couples the data manager, improving speed!
• Added multi-select when dragging the mouse over multiple contacts.
• Added frozen columns to the right side of the list.
• Contact List Plus includes math functions that display information for each column. Math functions include: Count, Sum, Average, Min, Max, StdDeviation, ValueCount.
• Contact List Plus now displays the count of the contacts in the Group By Row line. Grouping by state would display State: NY ( 11 contacts) in the row.
• Users can now change properties of any column. Caption, character casing (Upper/Lower), format string and input masks for phone number or Social Security numbers are just some of the properties available.

Displayed here CLP is totaling the value of the
$Promos column to the value of $1,657.00

Enhancements in ACT! using
Contact List Plus

• List Editing -- Contact List Plus has several “built-in” editors like: Textbox, Checkbox, Calendar Dropdown, Combo and Dropdown controls. The dropdowns are populated with list values from ACT!. More Info
• Appearance -- Contact List Plus replaces the native list with a control that offers many advanced features giving you total control over how contacts are displayed. Change settings like fonts, font sizes and colors. Populate your list based on multiple rules that you design. More Info
• Printing in Color -- Contact List Plus also includes a print function to easily achieve WYSIWYG (what-you-see-is-what-you-get) printing of the data presented by the control, including color.
• Export -- One button export to Microsoft Excel, Microsoft Word, HTML or XML formats. Simple click the 'Export' button and give your export file a name. The new export file will auto-open in the program of your selected format (XLS, DOC, HTM or XML).
• Color Rules -- Colorize your contacts with rules like 'Prospects to be called'. Extract hidden information like 'Decision Maker(s)' in New York. Make your list as colorful as you desire with unlimited color rules. Turn on/off each color rule independently. More Info
• Data Rules -- Select contacts with our advanced contact retrieval features. View only the contacts you want. Easily add contact rules like 'All contacts in New York' or 'IDStatus = Customer.' Turn on/off each rule independently. More Info
• Grouping and Sorting -- Automatic Outlook style Grouping by an unlimited number of columns. Sort up to four levels deep. Example: Company, State, Department then Contact Name.

Contact List Plus allows you to edit in place.

Contact List Plus has several “built-in” editors like: Textbox, CheckBox, Calendar DropDown, Combo and DropDown Controls. The dropdown controls are prefilled with user defined list values from ACT!. Never go back to the details window to make changes to a contact. Edit any value with one click. The list will go into edit mode and display an editing object like a calendar or dropdown list, depending on the type of data.

Contact List Plus replaces ACT! 2005/2006 contact list view.

Contact List Plus replaces the existing contact list view with a robust data and color driven view. This new view allows the users to create as many data and color rules as you desire. View only the contacts that match your rules like contacts in a specific city or contacts in a group.

Custom data rules selector

Turn on/off rules with a quick click
of the mouse. View only the contacts you want. Easily add data rules like 'All contacts in New York' and instantly view matching contacts in the list.

Colorize your list

Add color to your list with simple rules. Color rules are automatically applied to all the contacts matching any data rule. Colorize contacts like 'Prospects to be called'. Extract hidden information like 'Decision Maker(s)' in New York.

Build your own rules. This powerful visual tool allows you to create rules. These rules are really complex SQL statements wrapped in a simple user interface. Anybody can create a complex rule. On the window to the right we can see the rule named Presidents will search the 'Title' column for any contact that contains the value of 'President'.

Under the Font and Color tab you set the color parameters such as highlighting a single column or the entire row when the rule matches the contact.

Other products by Durkin Computing, LLC:

Calendar View Plus

Calendar View Plus extends the power of ACT!'s scheduling with multiple columns per day, extended print and font options, Gantt charts, and filter by contact, group or company. FREE TRIAL

Home Page Plus

Home Page Plus creates a new TAB in the Contact Details view that navigates to the contacts Web Site. If the contact does not have a web site then it navigates to the web site based on the email address. FREE TRIAL

Task List Plus

Task List Plus is for any user who needs more power and functionality in the task list view. Features include: editing, colorization, calculations, organization, grouping, exporting, column formating and design in the task list view. Reschedule or reassign multiple activities, card view or table view, tag mode support, sort by multiple columns and more. FREE TRIAL

Contact List Plus

With ACT! and Contact List Plus you can edit, visualize and organize your contacts in a new color enhanced editable format. Contact List Plus allows you to edit the contact list using textboxes, dropdowns and popup calendars. FREE TRIAL

$89 -- 1 User
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DOWNLOADS

• Free 30 Day TRIAL --Install/Uninstall equipped

System Requirements:

• Minimum 266 MHz Processor (Pentium III or higher recommended)
• Minimum 256 MB RAM
• Minimum 30 MB of available hard disk space
• Microsoft Windows XP Home or Windows 2000
• SVGA (800x600) or higher resolution monitor

Compatible with:

ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007

ACT! 10 / 2008

Technical Support

provided by Durkin Computing

CONTACT US  1-800-806-5288
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