PRODUCT | Scan and Organize for ACT!

Connect your ACT! Contacts to their associated Documents and Folders!

New version 3.0 now available!

Rid yourself of unnecessary paper and have immediate access to client/customer files from within the ACT! interface.

New Features:

• Works with ACT! versions 6.0, 7.0, 8.0 and now ACT! 9.0 (2007)
• Substantially improved speed.
• Drag and drop files AND Emails from Outlook, Outlook Express, etc. directly into the ACT! Contact's Folder!
• View LARGE thumbnails of image and pdf files inside of ACT!.
• Color Coded, Highlighted File Types.
• Substantially reduced PDF file sizes.
• Change the background of the folder window to an image or color.
• Double Click on contact's folder to lookup contact in ACT! (improved).

ACT! allows you to “attach” files to your contact. Normally, you will have to scan the document, name the document, save the document and then go into ACT! and attach the document to the contact. Obviously this is very inefficient.

In ACT! 6.0 these ACT! attachments, are recorded as “links” or “shortcuts” to the document on your computer or network. If the attached file is moved or renamed, the link will no longer work. Also, files are attached into the Notes/History tab in ACT! and often crowd out the important notes and histories.

In ACT! 2005 and newer, ACT! “copies” the attached file into a folder where the supplemental database files are located. This means the original file stays on your system in its original location but the file that is accessed within ACT! is a copy. This could lead to the incorrect version of the file being used since ACT! will create a separate file each time a file is attached.

With Scan and Organize for ACT!, you can scan and manage documents from within the ACT! interface!

• Scan the document directly to the contact’s folder on your computer or network.
• Automatically open the associated contact’s folder inside of ACT! simply by looking up the contact!
• Create and name folders automatically using data that exists in up to 3 ACT! fields OR assign the contact to a specific folder that is already on your computer or network!
• Perform file management functions from within ACT! such as copy, paste, rename, delete, send to, etc.
• Scan documents as PDF, TIFF, JPG, BMP, PNG and even optional OCR Text.
• Automatically assign keywords to documents during scan.
• Burn folders to CDR/RW (Windows XP only).
• Save document keywords to a specific field in ACT! for easy searching.
• ACT! users that synchronize can now have access to documents on their VPN or any logic drive letter path.
• Optional OCR function allows automatic keyword population.
• Drag and drop support from Windows Explorer, Paperport, etc.
• You already know how to use it!

Vertical Markets that can benefit from Scan and Organize for ACT!:

Scan and Organize was originally created for the financial services industry as part of the Act4Advisors addon for ACT! investment advisors, financial planners, insurance agents and stock brokers who have highly document-intensive businesses and require immediate access to client-related files, including applications, proposals, presentations, financial plans, blotters and more. The Scan and Organize program incorporated the philosophy of integrating the existing file folders that normally exist on the end-users computer system, with the ACT! contact record.

* A "Seat" is a single computer where only one ACT! user has access to the computer. Users of Citrix or Terminal Server are required to have a separate license for each user.

Scan and Organize for ACT! is licensed for ACT! 6.x OR ACT! 2005 or newer. If you have purchased Scan and Organize for ACT! 6.x, you can separately purchase the version for ACT! 2005 or newer, at a discount of 50%. To receive the discount, the software must be installed on the same computer as the ACT! 6.x version. To install on another computer, the user must uinstall and "unregister" the software using the unregister program provided by Allied Financial Software, Inc

$179 -- 1 User
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System Requirements:

• Windows 2000, XP
• TWAIN-compliant scanner

Compatible with:

ACT! 6.0
ACT! 2005 / 2006 / 2007 / 2008
ACT! 2005 / 2006 / 2007 / 2008 for Workgroups

Technical Support

provided by Allied Financial Software

CONTACT US  1-800-806-5288
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