ACT! Courseware
by Cornerstone Solutions Training manuals for ACT! 2005, ACT! 6.0 and
ACT! 2000/5, written by the authors of The Official ACT! Quick Study
Guide for ACT!. A Description of each topic is displayed first; following
each "Description" is a step-by-step Procedure. After reviewing the basic
information outlined in the "Procedure," try it out in the Mini-Exercise
section. Use for classroom training, as a self-paced study guide, or as a
reference tool.
ACT! Quick
Reference Cards Now you can have the most widely used commands for
ACT! 2005, ACT! 6, ACT! for Web and
WiredContact right at your finger tips. Our laminated, two-sided, full
color Quick Reference Cards have all the instructions on how to enter contacts,
do a look-up, write a letter, schedule an activity, use the calendars, work with
groups, create reports and more.
ACTEudo ActEudo, the secure email
solution, exports your selected ACT! contacts to one or several Eudora mail
client address books. No worries about a virus hijacking your contact list. Send
broadcasts with HTML and attachments. You can protect your contact list, Eudora
has no limits on size of address list sent under BCC.
ACTive
Agent A Customized real estate database with real estate specific data
entry screens to track your "Location Info", "Property Info", "Sales Info",
"Listing Features", and "Closings". As well as a customizable "Letter Manager",
"Expense Manager" and "Campaign Manager".
ACTive Agent
MT Track multiple real estate transactions and associate them to one or
more ACT! contacts, as well as associate multiple properties to one ACT!
contact.
AddressGrabber
Business Single click data-entry and activity scheduler. Automatically
extracts and enters into ACT! contact information and user defined fields. Also
schedules activities such as calls and meetings in ACT! Use it to enter into
ACT! details in email, web-sites or customer responses to web-forms. Most
productive ACT! Add-on. Don't leave without test driving it. FREE TRIAL
AddressGrabber
Standard Enters contacts in email and web-sites. AddressGrabber
Intelligently figures out all contact fields and enters them as a new ACT!
contact in less than 5 seconds! Works like magic! 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
Layout Tools -- General Pack! A unique collection of 7 layout controls
that will help you visually organize your data, enter a document path, launch an
outside program or document by clicking a button, view a multi-month calendar.
FREE TRIAL
Advanced
Layout Tools -- Graphics Pack! Create graphs directly in your layout!
With the ChartBar and ProgressBar controls, you can better visualize your
records data with great looking graphics. No need to run reports. Your graphs
are updated when browsing through records. FREE TRIAL
Advanced
Layout Tools -- Notifier Pack! Make sure no critical data is left
unnoticed in your contact records! With the InformationBar tool, you can display
critical information at the top of your screen. With the Notifier tool, you may
monitor a field and display an image to attract your attention depending on its
value. Two critical tools to manage your critical data. FREE TRIAL
Advanced Layout Tools --
PictureViewer Pack! Add a picture viewer to your contact layouts. A
picture viewer displays multiple pictures using minimal screen space. Pictures
are automatically resized to fit viewer. Add a title, rotate pictures in a snap.
Easily browse through pictures. Pictures can either be in an ACT! picture field
or outside of ACT!. A must for picture users. FREE TRIAL
Advanced Lookup
by Groups The must-have add-on for group users. Create cross-sections of
groups, combine groups, exclude a lookup from a group, reverse lookups, find
groupless contacts and more. New contact/group data management functions. FREE
TRIAL
Advanced Menu
Management Advanced Menu Management allows you to disable ACT! features
by letting you choose which ACT! menu commands are available to the users of
your database. If you find that the ACT! security roles do not give you enough
flexibility, Advanced Menu Management is for you. Want to disable the
Import/Export feature for certain users? Want to prevent users from using the
Replace field function? Advanced Menu Management gives you full control over who
can do what. FREE TRIAL
Advanced Sales
Lookup, Export and Reports Designed to help you manage your Sales
Opportunities by combining three functions: advanced Opportunities Lookup
features; the ability to export your sales data to a CSV (Comma delimited) file
for easy import into another program; and easy creation of reports in Excel with
formatting, sorting and totals. For instance, calculations may be run
automatically in Excel to create Commission reports. FREE TRIAL
AppsAnywhere Provides remote,
real-time access to ALL versions of ACT! via your Web browser with 100% native
functionality. Additionally, run any 32-bit, server-based applications remotely
including entire Microsoft Office Suite, among others.
Auto Fill
Fields Automatically load any number of ACT! fields with values
determined by the contents of another field.
AutoAdmin
III Automated backup and maintenance utilities for ACT! 2005.
AutoNumbers for
ACT! Records Automatically number your ACT! records (contacts, companies,
groups or opportunities) at the time of creation or in manual mode.
Automatically give your contacts, companies and groups a unique account number
and your opportunities a unique quote number. Flexible autonumber syntax and
editor: may include auto-incremented number, field values, system variables
(date, time). FREE TRIAL
Batch Field
Creator Add any number of fields to the ACT! 2005 Contact, Group, or
Company records, using a spreadsheet holding the field definitions.
BLive BLive is
an affordable way for your sales and support staff to communicate with prospects
and customers via the internet. Valuable features include instant chat buttons
for your website, desktop sharing with up to ten participants, remote desktop
viewing/control and bi-directional file transfer. FREE TRIAL
Brokers*ACT!
7.01 Brokers*ACT! 7.01 is here and ready for you to employ. Expand the
basic ACT! 2005 database to the highly regarded Brokers*ACT! standards.
Specifically designed to help stock brokers and other investment professionals,
Brokers*ACT! is one of the best customized database and layout templates offered
today. Created by Financial Advisors for Financial Advisors. FREE TRIAL
BusinessMAP
4 Plan, locate and map your ACT! contact list.
CashRush CashRush is the quickest
way to charge credit cards from within ACT! 2005. Run charges and get approval
while your customer is on the phone.
CompanionLink Supports dozens
of handheld organizers including Palm, Handspring, Pocket PC, Psion units and
Blackberry Wireless units. Offers one-button synchronization of contacts,
appointments, to-do lists and memos. ACT! Notes synchronize both ways. Linked
appointments maintained in the PDA. Synchronize ACT! History. Synchronize Mobile
Link with your Palm. Sync repeated appointments. Free unlimited technical
support. CompanionLink Professional can synchronize multiple ACT! databases
using the Category Manager.
Contact List
Plus With ACT! and Contact List Plus you can edit, visualize and organize
your contacts in a new color enhanced editable format. Contact List Plus allows
you to edit the contact list using textboxes, dropdowns and popup calendars.
ContactLinks Add one or more
buttons to your layouts to quickly go from one contact to another. Create
one-to-one or one-to-many links. Name your relationships. FREE TRIAL
Contacts from
Companies-Groups Create a lookup of contacts belonging to a company or a
list of companies, a group or a list of groups. Works from both the company
screens and both group screens. From the company details or group details
screen, you may manually select the companies or groups you want included. FREE
TRIAL
Copy Fields
Contents Easily duplicate the contents of one or more sets of ACT!
fields into other sets of fields on the same ACT! record.
Delete Company
Lookup Quickly and easily delete all of the Company records in the
current lookup.
DocAdmin DocAdmin scans into the
documents tab of ACT! 2005 in a single mouse click. Documents are stored in PDF
format so all users can open, print, email, etc.
Double Look for
ACT! A Fast and Automatic tool to Synchronize ACT! with Outlook. Syncs
both ways.
Double
Notes Keep ACT! in sync with Lotus Notes instantly.
EmailRush Attach multiple files,
even merge files and convert them to PDF automatically. See true status of email
for each contact you send it to.
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
Exporter for ACT!
2005 Exports data from an ACT! 2005 and ACT! 2005 Premium into several
types of flexible output formats including MS Access, tab or comma delimited
text, dBase and MS Visual FoxPro. FREE TRIAL
FaxAdmin Fax
right from within ACT! 2005. FaxAdmin enables both WinFax and MS Fax
operation.
FaxRush True
fax status automatically logged in ACT! 2005. One-click faxing-easily fax
documents you send often without spending time at the fax machine.
Field
Calculator Calculate the value of any ACT! field from values in other
fields, constants and formulae.
Go-Global Web
Enabling Technology The fast, simple and affordable way to instantly
publish or web-enable your Windows, UNIX and Linux applications. Incredibly
fasy, easy to setup and use, easy concurrent licensing, and very cost
efficient.
GoLeads.com Unlimited access to over
12 million US businesses for only $9.95 per month.
High Impact
eMail Energize your sales and marketing email messages. Send graphical
email with images, hyperlinks and color. Choose from over 750 terrific looking
designs for stationery, e-newsletters, promotions, greetings and more. Includes
mail merge personalization feature for both subject line and body text!
Compatible with both ACT! 6.0 and ACT! 2005.
Home Page
Plus Home Page Plus creates a new TAB in the Contact Details view that
navigates to the contacts Web Site. If the contact does not have a web site then
it navigates to the web site based on the email address.
InfoOptics™
Universal Data Translator Creates a one-way or bidirectional
synchronization between any two data formats. Integrate your ACT! database with
your order entry, e-commerce, loan processing, accounting or any other database
system. Improve productivity and increase revenue with InfoOptics.
Layout
Manager Automatically switch the ACT! Contact Layout, based on a field
value on the Contact record, or on the name of the database.
LayoutSwitch Allows you to
associate a layout with a type of contact, company or group, so that when you
view contacts, companies or groups the proper layout is automatically displayed.
FREE TRIAL
Limited Access
Manager A quick and easy way to assign a single Access List to all the
contacts in a lookup.
ListGrabber
Standard Capture address lists from sources such as YellowPages.com,
whitePages.com, SmartPages.com, SuperPages.com, InfoSpace, Realtor.com and
hundreds of other sites and transfer them as contacts into ACT! Also works with
lists in Microsoft Word. Eliminates retyping! Works like magic! FREE TRIAL
Lookup
Contacts in Companies A quick and easy way to create a lookup of all the
contacts that belong to any of the companies in the current company lookup, or
all of the contacts in any of the groups in the current group lookup. FREE
TRIAL
Navigation Bar
for Companies-Groups Make your Company and Group Detail screen work the
same way as your Contact Detail screen. View lookups in Company and Group Detail
views. Add VCR-like navigation buttons similar to the ones used in Contact
Detail view. Detail views and List views are always synchronized. The most
intuitive way to use Companies and Groups. FREE TRIAL
OfficeReady
Professional for ACT! Over 500 templates for Word, Excel, PowerPoint, PDF
creation tool and 3,001 sales and business letters. Fully integrated with
ACT!.
Phone Dialer for
ACT! Dials your phone from right within ACT!, tracks the time and
duration of the phone call, and automatically adds a note in your Notes/History
automatically on placed calls.
pinpoint
Marketing tool Combine emails, letters, calls, meetings, and todos into
Marketing Campaigns and Action Plans to automate your marketing messages and
deepen relationships with your prospects and customers.
PrintRush PrintRush creates a
centralized document library so everyone has access to the most current
information. Automate merge printing-even to multiple printers in multiple
locations!
Purge
History Remove the unwanted history records that clog your contact,
company and group records. Choose the history records you want to purge based on
their type, their record manager, their date and their regarding field. FREE
TRIAL
RemarkableMail™ RemarkableMail™
is the fastest, easiest-to-use direct mailing software for ACT!. Now you can
automatically send direct mail from ACT! without leaving your desk -- or licking
a stamp! You design it. We print it. We mail it. Guaranteed!
ReportAbility
for ACT! 2005 Full access to your ACT! 2005 data! Report on all tables,
fields, relations and users from your ACT! database.
ResumeGrabber
Standard Extracts contact information from resumes, creates a new contact
and attaches the resume to the contact record from email, attachments, recruiter
sites, Word into ACT!.
Scan and Organize
for ACT! Connect your ACT! contacts to their associated documents and
folders! Scan and manage documents from within the ACT! interface and become
paperless.
Select-a-Quote Quickly and
easily select which previously designed and saved quote template to use as the
"default" template for the next "Create Quote" operation.
ShipRush
Server No rekeying of data -- ShipRush automatically pulls the address
from ACT! and saves the tracking number in the history tab. Includes built in
email notifications.
SMS 4
ACT! Send SMS text messages to mobile phone numbers in ACT!. Create
custom templates easily and schedule to send at specific times. History of
message is automatically recorded in notes/history of ACT! Works with ACT v5
& V6. Password protected for security.
Stonefield Query
for ACT! Create the reports you need to run your business in just 5 easy
steps. Pull data from ACT! (even customized fields, Sales/Opportunities and
Notes/History) and with our simple “wizard” interface, you’ll be producing
reports quickly and easily.
Strategizet Strategizet develops
a sales/marketing Strategy in minutes instead of hours. Strategizet reduces
time-to-market.
Street
Wizard Easily locate and map out your contacts.
SwiftPage
Email SwiftPage Email is the first online e-mail system for marketing and
sales that is fully integrated into ACT!. You know who opened the e-mail and
what they clicked on.
Tele-Support
HelpDesk For Customer Service, HelpDesk, Technical Support, Call Center
Operations and Call Tracking. Tracks calls from inception to resolution with
full time keeping and billing, built-in knowledge base, call escalation, and
detailed activity analysis. Tele-Support HelpDesk has been serving the ACT!
community since 1995. HelpDesk is our ONLY business.
TopLine
Back-up Pro Save Time, Minimize Worry, Ensure Recovery -- TopLine Back-up
Pro automates your back-up procedure and produces a single file that contains
your entire database. FREE TRIAL
TopLine Dash
Manager TopLine Dash Manager centralizes all key sales information in one
single, fully customizable view within ACT! - allowing the user to manage the
ACT! database and analyze sales activities and results for ALL users. FREE
TRIAL
TopLine Dash
Personal TopLine Dash Personal centralizes all key sales information in
one single, fully-customizable view within ACT! -- allowing the user to manage
the ACT! database and analyze sales activities and results only for his own
activities, histories and opportunities. The dashboard becomes your main source
for all your reporting needs. FREE TRIAL
TriggerCalc Allows you to make
any type of calculations using your ACT! contact, company or group fields. Two
versions are available. 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
Veraterm for
ACT! Two-way links from text to ACT! contacts without opening the ACT!
Application. Veraterm places relevant information at your document
workspace.
Web Response
Grabber Business Web Response Grabber is the ideal software for web lead
prospecting and follow-up. Web Response Grabber automatically downloads emails
from web forms and third-party sites, processes them into ACT!, Goldmine,
Outlook, Excel, Access and assigns follow-up whenever a web form is filled out
on your web site. FREE TRIAL
