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PRODUCT | Crystal Clear Essentials

The Essential reporting solution for your ACT! system!

15 essential reportsCrystal Clear Essentials is a powerful new reporting tool for your ACT! system!

Built using the world’s most popular report generator, Crystal Reports, Crystal Clear Essentials delivers vital information to managers and executives in a way that is not possible using the built-in ACT! report generator.

These 15 essential reports can easily be run from the ACT! report menu and include prompts allowing the user to further customize the report. Considering all of the flexibility available through user selections, there are thousands of possible reporting outcomes.

 REPORT CATEGORY

 REPORT NAME  Click to see samples

Activity

 

Activity Report
Production Report

Group

 

Group History Report

History

 

History Report
History Summary by Contact
History Summary by IDStatus
Note Report

Opportunity

 

30-60-90
Competitive Analysis – Who
Competitive Analysis – Why
Marketing Campaign Analysis
Opportunity Activity Report
Opportunity Funnel

Product

 

Opportunity Product Detail
Product Sales Analysis

Click Here To Download All Samples 809 KB

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Other products by ADS Programming Services:

Address Verification for ACT!

Address Verification for ACT! will verifiy the addresses in your ACT! database. If your contacts have moved you will receive their new address. In addition we can provide residential and mobile phone numbers for your contacts. We provide CASS certification and NCOA. Requires ACT! 2007 or higher.

CompanyMaker

CompanyMaker places a link on the Tools menu that will create companies from the current contact lookup in ACT! and link the contacts to the companies. If the company already exists CompanyMaker will just link the contact to the company. CompanyMakerPro adds the ability to copy the contents in additional fields other than the standard address fields from the Contact record to the Company record. The only provision is that these additional fields are named the same in the Contact record and the Company record. FREE TRIAL

Crystal Clear Essentials

Built using the world's most popular report generator, Crystal Clear Essentials delivers vital information to managers and executives in a way that is not possible using the built-in ACT! report generator. FREE TRIAL

 

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$149.97 -- 1 user
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Compatible with:

Requires ACT! 2007 or newer

Technical Support
provided by ADS Programming Services

 

 

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