SnapInTools for Act!
While Act! is a great product, you may find that it is missing functionalities that are important to your business operations. At ADS Programming Services, we have developed premium Act! add-ons to provide you with several important functionalities that are missing.
Some of the add-ons currently offered are listed below. Click on the product name to download a trial version when available. Most of these add-ons aren't currently available for trial, but if you are interested in one of the add-ons listed please get in touch with us.
If you would like a custom application developed, please give us a call or send us an email.
Populate field with unique ID numbers using field values, date components, user information, and/or a sequence number.
Delete activities in a date range.
Schedules activities based on contact fields and checkboxes.
Calculates the elapsed time (or AGE) based on the Birth Date (or other date field) and displays it in the specified field in an ACT! record.
Updates links when the target of the link has moved to a new Windows server.
Automatically load any number of ACT! fields with values determined by the contents of some other field.
Define any number of Contact, Group, or Company fields and/or Drop-down lists using an Excel spreadsheet holding your desired field definitions. Will also define Opportunity fields in ACT!2010.
Clears the alarm from activities in the specified date range.
Copies fields chosen by the user on the current company record to the contacts who are members of the company even if they are not linked.
Creates a lookup of companies from the current Contact lookup.
CompanyMakerPro adds the ability to copy other fields from the contact record to the company record than the standard address fields, provided that the fields are named the same in the contact record and the company record.
Copies Company Notes to the History tab of the Contacts that are members of the company.
Counts the notes on the history tab.
Copies the contents of any set of Contact, Group or Company fields into another set of fields on the same record.
Copies Notes from the Note tab to the History tab on the Contact record.
Copy a selected Opportunity to all Contact records in the current lookup.
Copy those inaccessible "system" fields on your ACT! Contact, Group, Company or Opportunity records into specified fields.
Delete all the Companies (and associated Divisions, if desired) in the current lookup of an ACT! database.
Deletes the second note or history if two notes or histories have duplicate date, time and regarding fields.
Delete all the Groups (and associated Subgroups, if desired) in the current lookup of an ACT! database.
Deletes histories based on the type of the history, the date range and optionally contents of the regarding fields.
Deletes the notes created by CopyNotesToHistoryPlugin if you want them removed.
Deletes teams that can't be deleted manually.
Puts a button on the toolbar that launches the driving directions menu item.
Add or remove text to or from a multi-select dropdown field on every record in a lookup.
A full-feature "calculator" that uses numeric constants and the contents of fields from ACT! records to perform simple or complex calculations, and save the results into the specified ACT! field.
User creates a three column tab delimited text file and the program renames the fields in the Act! database to reflect the field names in the columns, so Contact, Company, Group and Opportunity fields can be renamed.
Create "clickable" links to one or many files in a history or note entry. Create these links for one or many contacts simultaneously.
Applies the default phone mask to all phone fields on all contacts in the current lookup.
Fixes the First Name, Middle Name, Last Name problems associated with doing a conversion or an import with a missing suffix or prefix. You add the suffix and the prefix to the list and then run the program and it fixes the names.
Reads a two column text file with one column of group names and one column of contact names and statically adds the contact to the group. The file must be a tab delimited text file with the group name in the first column and the contact name in the second column.
Creates groups based on the values in a tab delimited text file. Column 1 is the Group name. If there is a 2nd column it creates a subgroup to the group in Column 1. If there is a 3rd column it creates a subgroup to the subgroup in Column 2. This allows you to create groups that you can later import data into.
GroupMaker will create groups automatically and populate them with contacts based on the contents of the fields in your Act! database.
Creates a menu entry at the bottom of the Help menu with your company name (or whatever you want) and a hyperlink to your website (or wherever you want).
HistoryArchive writes history types selected by you from your Act! database within a date range you also select to a Microsoft Word document, and then saves each document as an attachment to the contact record.
Imports Contacts from an Excel file into Act! using an Excel file for a map. The program can be run by the Windows Scheduler.
Imports Secondary Contacts from an Excel spreadsheet matching on the Contact field. The Excel file must be in the format of the Secondaries.xls file.
Imports Secondary Contacts from an Excel spreadsheet matching on the Contact field. The Excel file must be in the format of the Secondaries.xls file. This one matches on the User 1 field.
Imports Users from an Excel spreadsheet, create them in Act!, set up various parameters and add them to teams.
Automatically create a "joint" Salutation for couples, partners, agents, or any pair of fields using the values from two user-selected fields, connected by a user-specified string (e.g. and).
Sets limited access of all contacts in the current lookup to a team called Admin. This effectively resets access to administrators and the record manager to remove users whose access have changed.
Define the Access List for all the Contact, Company, or Group records in the current lookup.
Creates a lookup of contacts with email addresses with problems.
Create a lookup of all the Contacts that belong to any of the Companies in the current company lookup, or any of the Groups in the current Group lookup.
Lets the user add their own menus to the lookup menu bar.
Compares two databases and finds contacts missing in the current database that are in the second database.
Provides a basic interface between Act! and MapPoint.
Adds a middle pane to Act! (Written by Act! - source code on Devnet).
NetLinksForAct! adds Internet links to the Online menu in Act!
Create an opportunity for each of the contacts in the current lookup based on the currently active opportunity or one of any number of templates you define.
Puts a button on the toolbar that makes Outlook do a send/receive.
Promotes all of the secondary contacts in the database to primary contacts.
Proximity for Act!
Proximity for Act! creates a lookup of Contacts within a specified distance of the current contact or a zip code.
Resolves the date problem by refreshing the view when switching contacts.
Remove the static membership oz all the contacts in the Current Lookup from any selected Group in an ACT! database.
Select which previously designed and saved quote template to use as the "default" template for the next "Create Quote" operation.
Scripting for Act!
Adds event based scripting back into Act!
ShoppingFromAct! installs a menu item on the online menu, a toolbar button and optionally a quick launch button and a shopping tab in Act! to link to a shopping site on the web.
When the dll file is placed in the plugins folder, if a user logs into Act! and goes to the Contact List View and back to the Contact Detail View, they can now sort attachments on the Documents tab by date.
Sets the default layout for the Contact Detail, Group Detail and Company Detail views.
Plugins to make Act! start up in the Company view, Group view, etc.
Replaces characters in a field, appends and changes case.
Changes the record manager on the various types of records in Act!.
Today will put today’s date in the field of your choosing. You can use Today as a trigger by using the following format: today /field=50
UpdateLinkedContactsPlaces an icon on the Company List toolbar that will update all of the linked contacts of all of the companies in the current company lookup.