|
| ACT |  |
ACT Add-ons | |
Marketing Help | |
Books | |
About Us |
 |
 |
ACT! AddonsWe get lots of emails and phone calls asking us how we handle certain areas in our business. Below are some of my
Geoff Blood Signature Line - Have you ever thought... if only ACT could do this one thing? Well, Geoff Blood has quite a few applets that may just fulfill your wishes. You can create fields that calculate, add account numbers automatically, change your layouts to match the contact field type, well... check it out for yourself. more...  Having trouble designing your own database? My Solution Place is a great site to find pre-built solutions for your ACT! database. In fact we sell our GPD4CRM on the site... an ad-on to the ACT! database that helps you follow the methodology of David Allen in Getting Things Done, right inside your ACT! database. Use the coupon code of "CORNE77277" and get 5% off your Solution Place purchase. Topline Dash - If you want reports out of your database, then this is the product to have. It is wizard driven and VERY full featured. more...CompanionLink - This is a great product! I install it for all my clients who want to sync their PDA with their ACT contacts and calendar. It is an inexpensive and reliable way to get your ACT! data on your Blackberry, your Treo, or even your new iPhone. Locally syncs ACT! to your PDA, allowing you to select which records, as well as which fields, you want to download. A wireless sync is also available. Click to get more information about CompanionLink products, or click to go straight to the order page. Swift Page Email - I wouldn't use ACT! without this add-on. I was so impressed with it, that I got my certification in the product so that I could help others with it. I use it to send out our ACT! tips, our User Group announcements, our press releases, our product updates, birthday cards, thank you notes and more. This addon allows you to send out html emails to one contact or |
|
By Function Conversion Red Flags Database Cleanup Copy System Field Delete Company Lookup Delete Group Lookup Edit Append Field Limited Access Manager Remove from Group Database Field Triggers Account No Generator Age Today AutoFill Fields Batch Field Creator Copy Fields Contents Field Calculator Joint Salutation Database Productivity Copy Opp to Lookup File Linker Layout Manager Lkup Contacts in Co Opportunities Abound Select a Quote E-books ACT! Style Guide Importing Data Planning & Maint Guide E-mail Marketing Swiftpage Drip Marketing Letters Creating Enticing E-mails PDA/Blackberry CompanionLink Handheld Contact Reporting Topline Dash Training ACT! Courseware ACT! Everyday Administering ACT! Customizing ACT! Trivia Game Webinars-Recorded Webinars-Upcoming Web Hosting Cornerstone |
 How to Create Enticing Emails - If you need help in getting your ACT! email mail-merge marketing campaign up and running, you need to see this video. more...HandHeld Contact - The ACT! / BlackBerry Solution You Have Been Waiting For . . . Handheld Contact software puts your favorite ACT! features on the BlackBerry and their wireless synchronization service keeps your BlackBerry and ACT! database always up-to-date throughout the day! Sign up for a free trial. OakMerge - If you are considering importing anything into your ACT database (text files or other databases, this is the product that you need. It will even import other products (such as SalesForce.com or other CRM products. more... ACT Hosting - For my clients that don't have the staff or the PC power to host their own ACT for Web server or ACT sync server, I have the perfect solution. more... ACT! by Sage 30-Day Trial Download - Want to download a fully functioning trial copy of ACT! so that you can test it on your own systems? more...  Importing Data into ACT - I've had so many people contact us about how to import data that I finally decided to put all I know in a step-by-step guide that anyone can use to successfully import a text (.csv or .txt) file or another ACT! database. more...  Customizing
ACT - We'd love to help you customize your database. However, if
your funds are a little low and you would like to handle your own customizations...this
is the book for you. You will get step-by-step instructions on how to make
changes to the structure, design a new layout, create custom templates
and reports. This is your guide to accomplishing all of that. This is the
definitive guide for the do-it-yourselfer. Stop struggling to figure it
out on your own! This step-by-step guide will help you get up and running
fast on designing your own custom database. more... ACT
Style Guide - I use this guide all of the time with our clients.
How do you know it is for you? Well...are your users having a tough time
locating contacts, and as a result continue to enter duplicates? Are you
tired of users entering data in all caps and inconsistent formats? Then
you need this guide to use in your training of the proper (and consistent)
way to enter data into the ACT Database. There are also suggestions for
database maintenance and ways to keep the database clean. Use the included
cheat sheet and on-line interactive demo to help your employees clean up
their ACT!. more... Trivia Game - I use this game in almost every class I teach. It is a great way to end your training sessions on a high note and reinforce your ACT! (or other) training. more... Durkin Consulting ACT! Add-ons - You can find some great add-ons for ACT on this site. Take a look at Calendar View Plus if you would like to see separate calendars for selected contacts (not everyone's activities on the same calendar). Contact List Plus allows you to edit your contact information while in List View (don't you miss that from the earlier versions of ACT!?) as well as save your favorite custom List views for redisplay on command. While you are there, take a look at Task List Plus as well. Stonefield Query - Stonefield Query is a powerful query builder and amazingly easy-to-use report writer for ACT!. It's wizard uses a simple point and click method easy enough for even the most inexperienced ACT! user. eGrabber - Merge data from the web, email, and other applications right into ACT! with AddressGrabber, Web Response Grabber, ResumeGrabber, and ListGrabber. Peachtree Link - A software addon that integrates Peachtree into your ACT! database. Call for more info (713-661-5095). ACT! Premium for Web - Web access to your ACT! Premium database. Click the link at the beginning of the paragraph to see a live demo. Log in as "Chris Huffman". There is no password. ACT! Add-ons for Older Versions
|
||
 This website is owned by Cornerstone Solutions, Inc. Cornerstone is independent from vendors mentioned on this page (Sage, Topline Results, Swiftpage, Handheld Contact, CompanionLink, OakMerge, Stonefield, etc) and is not authorized to make any statement, representation, or warranties or grant any license or permission on behalf of these vendors regarding any product, service, or website content. Certain materials made available on or through this website are owned by the associated 3rd-party vbendors and cannot be used without the prior written permission of the the vendors. info@cornerstonesolutions.com or contact us at: Cornerstone Solutions, Inc., PO Box 270514, Houston TX, 77277-0514 Phone: 713-661-5200 Copyright © 1987-2011 Cornerstone Solutions, Inc. All rights reserved. |
||
Red
Flags
to over a thousand contacts, using the current lookup in your ACT! database. You don't have to update names with a listserv. Find out more about getting a free no time limit download that will work with your version of ACT!. 