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PRODUCT | Impact Opportunity List Module

No more frustrating limitations in ACT! Opportunities

Impact Opportunity List expands the functionality you have right in that view. Opportunity List has:

  • Auto numbering, generate and email PDF quotes and invoices
  • Color rules to highlight sales totals or specific managers
  • See subtotals for any group/subset for 'on the fly' calculations
  • Display line items directly under the opportunity record

Click images below to view larger and as a slideshow:

Opportunity List Plus Add a new Opportunity Attach Email to Opportunity Drill Down into Products
Filter List by Product Opportunity List Addon for ACT! Update Multiple Opportunities

You'll be amazed at how much more productive you can be. With Opportunity List, you can:

  • Add colors based on text such as 'Send Quote,' 'Sales Leads,' 'State="New York" etc.
  • Instantly filter any column using unique filter top row
  • Group and subtotal by any field such as; State, Id/Status or Sales Totals
  • Use 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

Features unique to Opportunity List:

  • Design multiple quote and/or invoice templates
  • Automatically generate PDFs and email to attached contacts
  • View all attached products on list
  • Quickly filter by products, stages, record managers or date ranges
  • Auto increment the next opportunity number
  • Auto increment a specific field when creating a document
  • Additional date ranges like "Today and Past"
  • Support a second monitor

Opportunity List offers

  • Advanced List Management: A variety of powerful features are added to ACT's native opportunity list to help you efficiently manage your opportunities. When you install Opportunity List you'll immediately experience a more detailed list that uses powerful list management tools accessible on our toolbar.
  • Appearance and Colorization: Define color conditions applied to all opportunities at all times. Display all "Customers" as green or State="New York" as Blue. Quickly design color rules. which are easily turned on/off with a click off the mouse.
  • Auto-number generator: Multiple auto-number sequencing on new opportunities, quotes and/or invoices. Numbers can be any alpha numeric combination. Sequential numbers stored in ACT! database folder -- always in sync.
  • Expanded Product and Contact Information. Expandable rows display products and/or services attached to opportunities. Viewing this data on screen is not possible in ACT! and can only be obtained by running a complex report. Expand columns to all fields from contact table. Include any column, such as ID/Status or Postal Code on list.
  • New filter selectors: Filter opportunities on screen by product name or product number (SKU #) fields. See Sorting, Grouping and Filtering below for more options.
  • Multiple Templates: Design multiple templates for multiple purposes with names such as; "Quotes", Invoice US", "invoice UK" and "Project Status". ACT! has only one 'quote' template.
  • Template to PDF to Email: Templates are quickly generated, automatically converted to PDF, and attached directly to email, ready to send. Just fill in email body or use provided templates!
  • Bill to & Ship to address: Use any contact , company or group fields when generating documents. Use company table containing bill to and ship to fields to print shipping labels.
  • Activity tracking: Attach and track activities per opportunity. See percentage completed and/or hours completed per project.
  • Data Mining: Define simple or complex conditions to filter, format, group, tabulate or find rows which conform to any criteria. Analyze data from different perspectives and summarize into useful information - increase revenue, cut costs, or both.
  • Expandable Data: Expandable rows display secondary data like product names, which is not possible in native ACT! without running a complex report.  Secondary data is also available for print, export, subtotals, formatting and sorting.
  • ACT! Interface: Embedded right inside ACT!'s interface. Windows installer compliant. No need to run multiple applications or launch external programs once ACT! is launched. Easily installed or uninstalled in seconds. Toggle between add-on and ACT!'s native view simply by going to "About" window and turning off master switch.
  • New Toolbar: Toolbar displayed at top of each list or view. Handles all additional features included with product. Right-click on list or view to expose popup menu.
  • Appearance: Advanced formatting features give total control over how data is displayed. Cell, and Row Level conditional formatting done effortlessly using "Color Rules" like "IF Id/Status = 'Customer' display as GREEN".
  • Drag & Drop: Drag and drop any column off list to remove. Drag columns to left or right without opening any 'design' windows. Column positions automatically saved in user preference files with 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 of the formatting options are independent of the ACT! database, like ability to truncate currency. ( $18,200 rather than $18,200.00 ) Display math functions to generate totals and counts on last row.
  • Expanded Popup Menus: Right-click popup menus support ACT's native features and append new features to it. Expose these expanded menu features by right-clicking anywhere on list or view.
  • Multiple Layouts: Design and save multiple column sets/ layouts. Quickly switch between "Column Layouts" by simple popup list. Create and save sets for reporting or exporting.
  • Color Rules: Add color with simple rules. Color rules automatically applied to all rows matching the rule. Colorize rows like 'Prospects to be called'. Extract hidden information like 'Decision Maker(s)' in 'New York'. Cell and Row Level conditional formatting done effortlessly using Color Rules (Format Conditions)
  • In-line editing: In-line editing supports "built-in" editors like: Textbox, CheckBox, Calendar DropDown, Combo* and DropDown Controls. Dropdown are prefilled with defined list values from ACT!. No more going back to details window or double-clicking to edit simple date changes. Edit any value with one click or toggle edit mode on and off.
  • Advanced docking: Movable filter panel easily auto hides or docks any panel for better use of the application workspace.  Panels can be hidden or stretched to height of screen, or moved and docked to left or right for easier access.
  • Dual Monitor: Drag calendar or opportunity to second monitor. Support for dual or multi monitored hardware configurations.
  • Sorting Data: Sort data up to 4 levels deep directly from screen, while displaying a grouped condition filtered by unlimited number of fields. Try running that as a report – it just takes seconds!
  • Grouping: Group similar rows together using group feature while sorting and filtering in real-time. Organize information and report on that information in effective manner. Groups support sub-totals and record counts.
  • Filtering Row: Filter row at top of list to quickly search on multiple conditions from multiple fields. Filters can be saved and re-applied. Filter on Product Name or SKU numbers.
  • Tag Mode: Tag and un-tag to create a lookup. Select multiple rows to export that do not share common lookup criteria. Use tag mode to create and save exported lists.
  • Merging documents: Includes enhanced word processor called Verb which merges additional information onto document. Information can be from Company, Groups, Opportunities or Activities tables. Excellent for merging 'Company Address' onto an invoice or quote.
  • Additional Templates: Select from user-defined list of templates, not just ACT!'s 'quote.adt' Have "Quotes Internal" versus "Quote". Each template has formatting and merge fields.
  • Print in Color: Print in color. Easily achieve 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 'Export' button and give file a name. New export file auto-opens in program of selected format. (XLS, DOC, HTM or XML). Very handy when coupled with tag feature.
  • Row Height: If displaying large note field , automatically increase row height to display all text. Change height of header caption.
  • Row or Card View: Two styles of viewing: Row Style or Card Style. Row Style in a scrollable list of rows. Card Style similar to Outlook business card style. To change layout style, simply 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.

Click to buy

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

 

Click to buy
$129 -- 1 User

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



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"It is without doubt the biggest productivity enhancer on the market today for ACT!." --ActTrainer.com

System Requirements:

  • Same as ACT!

Compatible with:

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

Technical Support
provided by Durkin Computing

 

 

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