Crystal Clear Reports —New Version

Run reports in ACT! fast and easy

Crystal Clear Reports installs on any PC that has ACT! 5.0.3 or ACT! 6.x. Users do not need to install Crystal Reports to run Crystal Clear Reports. After installation, open ACT! and you will see Crystal Clear Reports at the bottom of the Reports menu. There is no need to first "lookup" the records you want to see on the reports, the reports have built in record selection as well as optional parameters which further narrow the report results. It really doesn't get any easier than this. Crystal Clear Reports provides the ease of running reports in ACT! along with the formatting, record selection, and formulas available in Crystal Reports. In addition the reports that are created can be exported to several different formats including Excel, Word, PDF and XML. Check out the report descriptions below and click on the report name to view a PDF file.

The NEW VERSION of Crystal Clear Reports is here!! Version 3.0 now includes 40 FABULOUS REPORTS (several new reports that were requested by our customers!) to help make the MOST of your ACT! database! You can now run reports on your entire database or your current lookup that will enable you to effectively and efficiently track and categorize your data!

CLEARLY CONTACTS

Home Address Book: Perfect for a personal print out of contacts with Home Addresses. This report is a two column list of Contact, Spouse, Home Address, and Home Phone, sorted by Contact Last Name. The report excludes records with no Home Address and can also be narrowed by ID/Status and Record Manager if desired. View sample pdf report

Main Address Book: Great for an office directory or a printed list to carry with you on the road. This report is a two column list of Contact, Company, Main Address, Main Phone, Main Fax, and Email, sorted by Contact Last Name. The report excludes records with no Main Address and can also be narrowed by ID/Status and Record Manager if desired. View sample pdf report

Contact Directory: Another report ideal for a printed directory with four contacts per page, with primary contact information (phones, address, etc.), sorted by Company and then Contact Last Name. This report can be narrowed by ID/Status and Record Manager if desired. View sample pdf report

Contact Group Membership: Which contacts are in which groups? This is the first of two reports that will help you get a handle on group membership. This report lists each contact and the groups to which they belong. The report can be narrowed by Company if desired. View sample pdf report

Contact Report: Similar to the ACT! Contact report, with a bit nicer formatting. New page for each contact, all contact fields plus note/history entries within date range selected. This report can be narrowed by Company if desired. View sample pdf report

Contact Status: Ideal for summarizing "where a contact is", this report shows Last Results, Last Meeting, Last Reach and activities (open and closed) for the date range selected for each contact. This report can be narrowed by Company if desired. View sample pdf report

Phone List: A simple list of Company, Contact, Phone, Mobile Phone, and Alt. Phone. A great list to carry with you on the road. The report can be narrowed by ID/Status and Record Manager if desired. View sample pdf report

What is Missing: One of our favorites! This report prints Company and Contact Name for any contact that is missing Phone, Fax or Address information. Print the report, hand it off to a temp to call on people and get the correct information into the database. View sample pdf report

Referral Source Summary: How do you get your contacts? Which referral source is most effective? This crosstab report counts the number of contacts cross-referencing ID/Status and Referred By, with a create date in the range selected. View sample pdf report

Contacts Deleted by RM: This report shows who deleted contacts broken down by Record Manager. View sample pdf report

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CLEARLY GROUPS

Group List: See what groups you have! A simple list report with Group Name, Description, and a count of the contact membership. The report also gives a count of the groups included on the report. View sample pdf report

Group Membership: The second of our Group membership reports, this one lists each group and then the contact members. The report may be narrowed to a particular group if desired. View sample pdf report

Group Report: Similar to the Contact Report, this report lists all group fields and the note/history entries for the group within the date range selected. The report may be narrowed to a particular group if desired. View sample pdf report

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CLEARLY NOTE/HISTORY

HSC by Company/Contact: Everyone loves the ACT! History Summary Classic report. This report is similar, except that you can easily pick which history items you want to include each time you run the report. The report may also be narrowed for a particular Record Manager if desired. View sample pdf report

HSC by RM w/Detail: The biggest report request we get is for the History Summary Classic report, but sorted by Record Manager. Well here it is! Each Record Manager has a crosstab with the history items selected and the contact/company names. View sample pdf report

HSC by RM: This report suppresses the company/contact names, but still gives a count of history items selected, summarized for each Record Manager. All HSC reports have a date range selection parameter. View sample pdf report

Note/History: Basic contact information, along with Note/History entries within the date range selected. Contacts do not print if there is no note/history entry in the date range. This report can also be narrowed by Record Manager, Note/History Type and a particular Company. View sample pdf report

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CLEARLY SALES

Sales by ...: The first 9 sales reports are very similar. The only major difference is how the sales are grouped or sorted. The options are Close Date (month), Competitor, Probability, Product, Reason, Record Manager, Referral Source, Sales Stage, and Product Type. All of these reports show both Actual and Forecasted dollar amounts with summary totals and bar graphs. All reports may be narrowed by Record Manager and selected date range on Close Date. View sample pdf report

Sales Comparisons: Compare Last Year to This Year or Last Year's Month to This Month by Product with Dollar Amount totals. View sample pdf report

Sales List: Need a general list of all sales? Export this report to Excel and manipulate the results as needed. View sample pdf report

Sales with Activities: Run this report on sales that are closing soon to see the activities (open and closed) that go with the associated contact. A great way to review upcoming activities and see how they will effect your pipeline. View sample pdf report

Sales with Note/History: Run this report on sales that have recently closed to see the note/history entries that go with the associated contact. A great way to review what you did to close a sale...or what happened when you lost it! View sample pdf report

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CLEARLY ACTIVITIES

Task List: Another top requested report...a task list that is broken down by DATE, rather than contact. You can run this report on any selected date range and print out upcoming activities. The report can be narrowed by Record Manager.View sample pdf report

SYSTEM REQUIREMENTS

ACT! v. 5.0.3.423 of ACT! 2000 or higher. (In ACT!, select Help…About)

INSTALLATION NOTES

Registered users will receive free updates for 6 months from the date
they register.

When you download the program save it so that it will be easy to locate. After the installation program has finished downloading you will need to locate it and execute it. The installation can take some time so please be patient. This installation program installs the new Windows Installer program from Microsoft if it isn't already installed on your system. If the new Windows Installer program needs to be installed the system will need to be rebooted when you are asked to reboot. When you execute the program it will install a new menu selection on the reports menu in ACT! called Crystal Clear Reports. The Crystal Clear Reports menu has several sub-menus with various types of reports. If the menu is missing after you install the software you probably need to close and re-open ACT!.

To register you will need the user code from the registration form or go to Help…. About and you will see your serial number there. Once you have your user code call 877-885-4228 to receive your registration code. After you enter the registration code you will no longer be prompted to register. No product returns will be accepted after the product has been registered.

Other Products by ADS Programming Services

Crystal Clear Reports— Run 40 popular Crystal reports from your ACT! database without having Crystal Reports software installed on your machine. Reports can be exported to different formats including Excel, Word, PDF and XML.
GroupMaker — GroupMaker will create groups automatically and populate them with contacts based on the contents of the fields in your ACT!® database.
History Archive— Reduce your ACT! history table by writing selected date ranges to a Word Document and attaching the document to the applicable contact record. Your ACT! will love you for this … greater speed and performance.
Lookup Bad Emails — Lookup bad emails will find all of the email addresses with invalid syntax in your ACT!® database and create a lookup of those contacts.
Outlook Send/Receive — Outlook Send/Receive will put a button at the right end of the toolbar in the Contact view in ACT!® that will start Outlook in the background if it isn't running and make it do a send/receive. If Outlook is already running it will merely make Outlook do a send/receive.

Technical Support Information
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