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PRODUCT | Quick Navigation List for ACT!
Quick Navigation.
A Contact list embedded in the Contact Detail View
Quick Navigation is a contact list embedded in the ACT! Contact Detail view.
Quick Navigation lets you navigate contacts, companies and groups instantly and efficiently. No need to perform a lookup; just set up Quick Navigation with the fields you need to organize your contacts and your contacts list is there instantly every time.
- Built-in FILTER BAR allows you to build QUICK LOOKUPS right in the CONTACT DETAIL VIEW!
- Built-in SEARCH BAR allows you to find contacts instantly!
The Contact List can be docked or floating (see screenshots on the right-hand side). In the docked mode, the Contact List can be docked to any side (Left, Right, Top, Bottom). If you have 2 monitors, the floating mode will allow you to have the Quick Navigator window (Contact List) on one monitor and the ACT! Contact Detail view on the other monitor.
More features:
1. Embedded Contact List
- Contact List is displayed in a grid.
- You can select the columns using the "Options" button.
- You can open a highlighted/selected contact in the grid by double-clicking or by pressing the Enter key.
- The Contact List can be displayed in the Contact Detail, Group Detail or Company Detail Views.
2. Filter Bar
- The Filter Bar allows you to build quick lookups. You can apply a filter to every field.
- Exceptionally powerful function in ACT! and is similar to running a continuous dynamic query.
- You can filter several fields at the same time. You can use wildcards such as % and * to give you the ability to find records with commonality. Eg. Gift% will return all records that start with Gift. Gift* will do the same. *gift* will return all records with gift within the word. So the record can have "No Gift" or "Gifted". Gift* will not return "No Gift". =Gift will return all records where the corresponding value exactly equals Gift. Simply typing the first letter of a field is equivalent to using a wildcard entry. For example just typing the letter B in the contact field will return all those contacts which start with "B". The filter expression can be placed in every column and may contain: Simple values (e.g. "Smith"). These are translated into filter expressions such as "like 'Smith*'". If you type "s" in the filter row, the grid will show only rows where the corresponding entry starts with "s". Logical expressions can also be used such as >B . This will exclude all records which start with "A" and contain only those which start with "B" to "Z". If you are using numbers then the logical expression >12 will include all records with a value greater than 12 but not including 12. This function is great for numbers or total sales etc.
3. Search Bar
- The Search text-box allows you to find a row quickly - just start typing and the Navigation List will automatically navigate to the record that starts with the symbols you type. E.g. typing "P" will bring up the first record starting with "P". Please note : search text-box performs search in the currently SORTED column
4. Column header
- The Column header contains the field name and a small triangle glyph ( on sorted column only ) that shows sort order ASCENDING or DESCENDING . You can sort grid by any column - just click on column header.
5. Options menu
- The Options menu contains the following items:
- Contacts, Companies, Groups - allows you to decide which list is visible.
- In the ACT! Contact window you can conveniently have the Group or Companies displayed. This means you can quickly lookup companies or groups.
- Limit list by current lookup - displays only contacts from current lookup
- Clear filter - removes filter and displays full contact list
- Customize columns - opens column selection dialog box that allows you to select which columns to display in the grid.
- Customize font - opens font selection dialog box
- Show search text-box - show/hide search text-box
- Show filter bar - show/hide filter bar
- Show grid - show/hide horizontal lines in grid
- Toggle Docked/Floating - This option allows you to decide whether you want Quick Nav to float over your workspace or to be docked according to the docking option you have chosen.
- Docking Style - Left, Right, Top, Bottom
You can assign a HOTKEY to the Navigation list menu item (Tools/Quick Navigation List) and show/hide Navigation List using this key. ACT! allows you to define a hot key for every menu item. Right-click on the menu or toolbar and select "Customize" then select "Keyboard" tab and find in "Categories" list (on left side) the menu item "&Tools"; then find in "Commands" list (on right side) menu item "Quick Navigation List" then press "Assign shortcut" button and select hotkey.
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$19.95 -- 1 User
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SCREEN SHOTS
Click on these sample screen
shots to see larger views:
System Requirements:
- 1 MB disk space to install the program and 5 MB free disk space to
run the application
Compatible with:
ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007
ACT! 10 / 2008
ACT! by Sage Premium for Workgroups 2005/6/7/8
Technical
Support
provided by ACTPresentation.com
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