PRODUCT | Impact - Contact List Module (formerly Contact List Plus)

Contact List enhances the ACT! contact screen. From right inside ACT!, Contact List lets you:

• Add color rules for smarter viewing.
• Restore multiple column sets.
• One click to restore queries.
• Add math functions, grouping and a filter panel.

With Contact List you can:

• Add colors based on text such as 'Send Quote,' 'Sales Leads,' 'State="New York" etc. Quickly access previously saved lookups in the Lookup Rules Manager window
• Instantly filter any column using Calendar Views' unique filter row at the top of the list
• Group and subtotal by any field such as; State, Id/Status or Sales Totals
• Run math functions to display totals, counts, average, minimum & maximum
• Design multiple column sets and snap between them for exporting.
• Read entire notes/details text field, not just a little 'icon' representation.

Click images below to view larger and as a slideshow:

Contact List improves:

• Appearance and Colorization: Define color conditions that are applied to all contacts at all times. Display all "Customers" as green or State="New York" as Blue. Quickly design color rules which can be easily turned on/off with a click off the mouse.
• Saved Queries: Displays saved lookups and queries for quick access. These queries are displayed on the screen at all times, just one click and you're there.
• Saved subsets: Save the contact list exactly like it's displayed on the screen even if currently looking at a tagged subset.
• Column Sets: Display annual date fields like birthdays or renewals right on your list. Print it, sort it, and filter it. It's your data!

Contact List gives you tighter data coupling with SQL

• Data mining: Define simple or complex conditions that can be used to filter, format, group, tabulate or find rows which conform to any criteria. All these features together help analyze data from different perspectives and summarize into useful information - information that can be used to increase revenue, cut costs, or both.
• Math Functions: Sum or count values in a column directly on the screen. No need to run complex reports. Display the group counts "State: NY (11 contacts)" or currency total "Totals for Sales Team Alpha ($156,000)". Add totals and counts at the bottom of each column of any field using aggregate function including: Count, Sum, Average, Min, Max, StdDeviation, ValueCount.
• Deeper data integration: Display actual notes text rather than a simple icons; individual contact names listed on appointments rather than "<Multiple Contacts>". Display more than 10 users at one time on the Task List and Calendar View ( a limitation in the current ACT! 10 product).
• Expandable Data: Display secondary information like any contact fields when viewing the task list or product names when viewing an opportunity. Viewing this data on screen is not possible in ACT! and can only be obtained by running a complex report. Contact List not only display this information but also lets you print, export, subtotal, format and sort it.
• New Toolbar: The add-on toolbar is displayed at the top of each list or view. This new toolbar handles all of the additional features that are included with Contact List. Right-click on the list or view to expose popup menu.
• Appearance: Advanced formatting features gives total control over how data is displayed. Cell, and Row Level conditional formatting can be done effortlessly using "Color Rules" like "IF Id/Status = 'Customer' display as GREEN".
• Drag & Drop: Drag and drop any column off list to remove it. Drag columns to the left or the right without opening any 'design' windows. Column positions are automatically saved in user preference files and have multiple column sets/layouts.
• Column Formatting: Change properties of each column such as: Caption, Character Casing (Upper/Lower), Format String and Input Masks for phone number or Social Security numbers. Some formatting options are independent of the ACT!, like the ability to truncate currency. ( $18,200 rather than $18,200.00 ) Display math functions to generate totals and counts on the last row.
• Expanded Popup Menus: Right-click menus support all ACT's native features as well as Contact List features. To expose expanded menu features, simply right-click anywhere on the list or view.
• Multiple Layouts: Design and save multiple column sets/layouts. Quickly switch between "Column Layouts" by a simple popup list. Create and save sets for reporting or exporting.
• In-line editing: Supports "built-in" editors like: Textbox, CheckBox, Calendar DropDown, Combo* and DropDown Controls. Dropdowns are prefilled with user defined list values from ACT!. Never go back to the details window or double-click to open and edit window to make a simple date change again. Edit any value with one click or toggle edit mode on and off.
• Advanced docking: The movable filter panel easily auto hides or docks any panel, for better use of the application workspace. Panels can be hidden or stretched to the height of screen, or moved and docked to the left or right for easier access.
• Dual Monitor: Drag to second monitor. Contact List supports dual or multi monitored hardware configurations.
• Sorting Data: Sort data up to 4 levels deep directly from screen. Display grouped condition that is filtered by unlimited fields. Try running that as a report! Do it in seconds!
• Grouping: Group similar rows together using group feature while sorting and filtering in real-time. Organize information and create effective reports. Sub-totals and record counts available.
• Filtering Row: Filter row at top of list. Quickly search on multiple conditions from top of multiple fields. Filters can be saved and re-applied.
• Tag Mode: Tag and un-tag perfect subset to create a lookup. Select multiple rows to export that do not share common lookup criteria. Create and save exported lists from Tag mode – recall at a later time.
• Print in Color: Print Contact Lists in color. WYSIWYG (What-You-See-Is-What-You-Get) printing of the active list or view in ACT!
• Export to Excel: One button export to Microsoft Excel, Microsoft Word, HTML or XML formats. Simple click the 'Export' button and give export file a name. New export file auto-opens in program of selected format. (XLS, DOC, HTM or XML). This a very handy when coupled with tag feature.
• Row Height: If displaying a large note field Contact List will automatically increase the rows height to display all the text. User can also change the height of the header caption.
• Row or Card View: Two styles of viewing: Row Style or Card Style. Row Style is what you expect in a list - a scrollable list of rows. Card Style is more in-tune with the Outlook business card style. To change layout style from card view to row or back, just click icon on toolbar.

Don't forget, Contact List is just one of 8 modules in Impact Business Suite – much more software for your money.

Other products by Durkin Computing, LLC:

Impact Business Suite

Impact Business Suite 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

Impact Calendar View Module

Impact Calendar View Module / A must have contact management tool that delivers robust features and functionality you can't enjoy with the ACT! by Sage native view. FREE TRIAL

Impact Company List Module

Impact Company List Module / A must have company management tool that delivers robust features and functionality you can't enjoy with the ACT! by Sage native view. FREE TRIAL

Impact Contact List Module

Impact Contact List Module is a powerful ACT! Addon that facilitates access to most features saving time with contact management. FREE TRIAL

Impact Dashboard Module

Impact Dashboard Module / Powerful ACT! Addon that facilitates designing custom dashboards. FREE TRIAL

Impact Group List Module

Impact Group List Module / Powerful ACT! Addon that facilitates access to most features saving time with group management. FREE TRIAL

Impact Opportunity List Module

Impact Opportunity List Module / Power up the native ACT! by Sage Opportunity List to experience a more detailed list manager with powerful management tools. FREE TRIAL

Impact Task List Module

Impact Task List Module / High productivity addon that extends and enhances the ACT! by Sage native task list with robust features and functionality. FREE TRIAL

Impact Custom Table Designer Module

Impact Custom Table Designer Module / Powerful ACT! Addon that facilitates creating new tables inside your ACT! database. FREE TRIAL

$129 -- 1 User

Get this Module and many others bundled together for only $249 in the new Impact Business Suite

“It's like adding a turbocharger to your engine blowing the competition away. It is so revolutionary it energizes you in managing and getting the tasks done!"” --Ron Del Debbio

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It's like adding a turbocharger to your engine blowing the competition away. It is so revolutionary it energizes you in managing and getting the tasks done!” -- Ron Del Debbio

System Requirements:

• Same as ACT!

Compatible with:

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

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