PRODUCT | Sell it! Swipe it!

Give your clients with credit card transactions more value with ACT! Instant credit card transactions from the ACT! customer record.

Virtual terminals are great, but re-typing customer information that is sitting in your ACT! database is unnecessary, time-consuming and decreases efficiency and productivity. Because we believe in keeping it simple and making it smart, Sell It! Swipe It! links your ACT! contacts to your Authorize.net merchant account with the click of a button.

Sell It! Swipe It! will transform ACT! from a tool to manage customer relationships to a power tool that substantially increases your clients' ability to track ----

• No more double entries
• Links flexibly to ACT! fields
• Saves a transaction receipt to notes

The ACT Contact record, click the “Charge” icon. The above form appears (pre-populated) with your customer’s information. Simply add the transaction information at the bottom of the screen. If needed, you can edit any of the contact information at the top of the screen (and the system will prompt you to save any edited info back into ACT).

(You can save all the information, (including the Credit Card info) back to the Contact’s record, so next time you do not need to re-enter. Credit card details can be saved in a hidden/encrypted format so that it stays protected and cannot be printed out of the database).

Reporting -- Credit Card Transaction Reports in ACT!

Set your report filters in the above screen. Click OK, and your report merges to Excel, as shown below:

Sell It Swipe It uses ACT! permission levels to grant certain rights: For instance, you have to be a Standard or Above user in order to generate credit Card charges. To modify any of the settings for Sell it! Swipe it! You need to be an Administrator.

Other products by Datastream Consulting Services:

Do it! Bill it!

This unique project management tool links ACT! / Saleslogix with your accounting package, bridging the gap between project management, tracking billable time, and creating invoices! Assign client or project-specific tasks to ACT! Users' calendar, create project notes, track billable time easily, and Do it! Bill it! will easily create invoices in QuickBooks or Peachtree. FREE TRIAL

Placements

Now you can manage your Job Orders and Candidates with Placements for ACT!, a very complete solution for Executive Search, Recruitment Professionals. Contains sophisticated resume keyword search; Candidates get associated with jobs by status (Posted, Submitted, Interview, rejected (Why) Custom dashboard shows Jobs that need your attention, candidates who are moving through particular jobs. FREE TRIAL

Only $89 -- 1 user
Multiuser pricing options...

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DOWNLOADS

• Free 21 Day TRIAL

System Requirements:

• Pentium III, 256 MB RAM
• 30 MB free space for installation
• Windows 2K, XP
• Server 2000, Server 2003
• Compatible with QuickBooks 2006-2009
• Accounting software only required for Do it! Bill it! to process invoices.
• Do it! Bill it! does not work with Saleslogix

Compatible with:

ACT! 7 / 2005
ACT! 8 / 2006

ACT! 9 / 2007

ACT! 10 / 2008

ACT! 11 / 2009

ACT! 12 / 2010

ACT! 13 / 2011

ACT! 14 / 2012

Technical Support
provided by Datastream Consulting Services

CONTACT US  1-800-806-5288
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of their respective companies.