Excel Templates for ACT! -- for ACT! versions 5 and 6

Excel Templates for ACT!

Ever wished you could merge contact information in your Excel spreadsheets? You can with Excel Templates for ACT! And it is simple too!

If you can create a Word template with ACT!, you can now create an Excel Template with ACT!. We’ve made this as simple as possible, mimicking the way you create templates in MS Word or in the ACT! Word Processor.

Create your own templates in minutes!

Launch Excel Templates for ACT!, click File | New Template and the program will open a new document in Excel with almost the same popup window ACT! displays in Word. There are just a few more options.

"After testing other export add-ons, we decided to go with Excel Templates for ACT!. The program is able to perform the functions we needed and is by far the simplest to use!"

Steve Boyles --
North State Communications

Once you have inserted your ACT! fields in your spreadsheet, save it and you're ready to go!

Merging a document is a simple 2 step process:

1. You select the contact in ACT!
2. You launch Excel Templates for ACT!, pick a template and click OK.

Use Excel as a calculator!

You may even use the power of Excel to perform calculations and update one or more of the current contact fields with the result of the calculation. Let's say you want to add User1 and User2 and put the total in User3. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. All you need to do is insert an Excel->ACT! field in your template.

You may even perform this operation in the background, without opening the merged document.

Merge sales/opportunities fields to create quotes and invoices!

You may also use the same method to include sales/opportunities fields to quickly create quotes and invoices based on the data already entered under your Sales/opportunities tab. To do this, you will need Excel Templates with Quote/Invoice Maker for ACT!.

Check it out!

Other Products by Exponenciel

1-to-1 Contact Link— Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup— Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists— Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection— Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
Advanced Internet Services— allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group— Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
Advanced Sales Lookup— Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
Advanced Sales Lookup, Export and Reports— Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
Advanced Scheduling System— Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode— Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
Custom Fill — Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch— Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT!— Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates for ACT!— If you can create a Word template with ACT!, you can now create an Excel Template with ACT! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the ACT! Word Processor. FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT!— An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
LayoutSwitch — Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
LookUp Store— Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar — A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

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