Our programming staff has put together software for ACT! These ACT! Addons handle a variety of conditions in Act. Check back often as we create and add new ACT Addons.
Our products allows you to do this in mass. It is a stand alone program that runs outside of ACT! Click here for more details and an online manual. System Requirements: ACT! The purpose of this advanced tool is to allow the removal of users from an ACT database while retaining a historical reference to entries created by the user being deleted. For example, the way ACT works natively is as follows.
When you delete a user, a dialog box opens and asks you if you want to reassign the contacts. If you do not select this option, the contacts associated with the user being deleted are removed. If you reassign the contacts, the record manager is changed on all the entries EVER created by the user being deleted.
For databases with few user records, this is not an issue. However, in larger organizations or in organizations where staff changes frequently, the user table can grow quite large. That is why we created our tool. Our tool works as follows. It is selected from the Tools menu and is called Advanced Delete User. It will allow you to select the user you are deleting and the user to whom you are reassigning the records. This is convenient if you want to retain the original user for a period of time.
Click here for a more detailed description of this wizard and how it works inside ACT. This version only works on versions of ACT v19 and Newer. Ever import an Excel spreadsheet into ACT! For example, you put companies in the contact column and vice versa. Ever import or migrate data from another older version, or product, and find that a date field was entered using Text formatting and not date formatting? Now you want to move the data to a true date field.
By Sage. That includes text to date, date to text, etc. Link for Accounting! Create powerful searches, groups, reports and more within Act! Keep your data safe! Link for Accounting works one way with information being pulled into Act! Keep Act! You can use your Accounts data to update standard Act! Link records en masse with the automatic linking feature! No need to individually link records, the simple automatic link process allows you to link both Companies and Contacts to records in Accounts at the push of a button saving you lots of time and effort.
Created a new customer record in Act! Follow the steps below:. Note: This process is the same for Contacts, with the only exception being that Contacts do not have Billing and Shipping addresses, however these drop-downs will still appear when you go through the linking process with Contacts.
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