Our Custom Wizard Plugins and Addons for ACT! by Sage:

Our programming staff has put together software for ACT! that compliment the ACT! program. These ACT! Add-ons handle mass creation of company records, advanced copy and replace features, mass duplicate contact removal, primary to secondary contact movement, multi-tab boxes on layouts and an Excel table showing all the fields in an ACT database. Check back often as we create and add new ACT Addons.

Click here for details on other add-ons we support and resell

1-10 licenses: $49.99
11-50 licenses: $47.00
51-100 licenses: $45.00

Click here to order

Company Wizard

ACT! For Sage now supports company records. Adding a company record allows you to select contacts that you want linked to that company. If you create a contact, you can tell ACT! to create a company from that contact. This ACT! add-on product creates a dynamic company records system.

Occasionally though, you import large amounts of data into an ACT! database. Now, you want to do a mass update and build company records based on the data imported. You also want to make sure you create the contact links at the same time.

The Company Wizard is the answer. When in a contact list view, you locate the Company Wizard on the Tools menu. You select the contacts you wish to work with. This ACT addon wizard will do the following:

Link a contact to an existing company record.
Create a company record if it does not exist and then link the contact.
Bypass contacts with blank company or contact records.
Provide a menu box showing how many company records were created, how many contacts were linked and how many were skipped.

System Requirements

  • ACT! by Sage 2005/2006/2007/2008/2009 or ACT! by Sage Premium for Workgroups 2005/2006/2007/2008/2009
  • 1 MB free hard disk space


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1-10 licenses: $29.99
11-50 licenses: $28.50
51-100 licenses: $27.00

Click here to order

Copy Fields Wizard

Ever import an Excel spreadsheet into ACT! and notice that you have data in the wrong fields? 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. That’s where this tool comes in handy.

This ACT addon wizard will create a set of three additional menu items on the EDIT menu. These extra Copy/Replace/Swap menu items are an extension to the already great replacement tools provided by ACT! By Sage. You will see Copy Extended, Replace Extended, and Swap Extended. Using these dropdowns, you can copy, replace or swap ANY type field with ANY other type field. That includes text to date, date to text, etc. If the fields you are swapping are different sizes, you will see an error alerting you to possible truncation of data.

If you copy a text field that has date entries into a date field, the wizard will do it’s best effort at pulling over the text as dates. It will use the underlying system date specifications that are enabled in your operating system.

System Requirements

  • ACT! by Sage 2005/2006/2007/2008/2009 or ACT! by Sage Premium for Workgroups 2005/2006/2007/2008/2009
  • 1 MB free hard disk space


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1-10 licenses: $19.99
11-50 licenses: $18.00
51-100 licenses: $17.00

Click here to order

Fields and Tables to Excel Wizard

This standalone ACT addon executable opens Excel, and creates a separate spreadsheet for every table (entity) within an ACT! database. Tables included are; Contact, Group, Company, Activity, Notes, Histories, opportunity and secondary contact. Each spreadsheet lists all the fields and the following columns:

Display Name The name that shows on a layout
Table Name The internal name of the ACT! table
Column Name The actual internal name of the field
Data Type Character, date/time, number, annual event, etc.
Length Size of field
Pick List Name of drop down list
Is Custom Yes/No – is it a custom field
Is Defined Yes/No – is it
Is Primary Yes/No – is it a primary field
Allow Edit Yes/No – Allow editing
Allow Blank Yes/No – Allow blank fields
Allow Null Yes/No – Allow null fields
Create History Yes/No – Create history when updated
Trigger on Focus Shows the path if a trigger exists
Trigger on Lost Focus Shows the path if a trigger exists
Trigger on Change Shows the path if a trigger exists
Default Value Shows the default value if present

This extract is helpful if you are working on XML reports or with reporting tools such as Crystal.

System Requirements

  • ACT! by Sage 2005/2006/2007/2008/2009 or ACT! by Sage Premium for Workgroups 2005/2006/2007/2008/2009
  • 5 MB free hard disk space


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1-10 licenses: $24.99
11-50 licenses: $23.75
51-100 licenses: $22.50

Click here to order

Multi-Tab Layout Control Wizard

This custom ACT addon control allows you to add multi-tab boxes to your layouts. After you install the control, it appears when you are in the DESIGN LAYOUT menus.

You can do the following with the layout control:

  • Add or remove as many tabs as you like
  • Control the size of the box
  • Change the background color of each tabbed box
  • Add any number of fields to each tabbed box
  • Place the tabbed box on any part of the layout

This nifty tool is invaluable when you have hundreds of custom fields. It allows you to buy back valuable “real estate” on your layouts so you can design clean, simple, easy to use layouts.

System Requirements

  • ACT! by Sage 2005/2006/2007/2008 or ACT! by Sage Premium for Workgroups 2005/2006/2007/2008
    This product is not supported on ACT! 2009
  • 1 MB free hard disk space


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1-10 licenses: $29.99
11-50 licenses: $28.50
51-100 licenses: $27.00

Click here to order
Primary to Secondary Contact Wizard

One of the best new features introduced in the ACT! by Sage starting with version 2005 is the ability to add virtually unlimited Secondary Contacts to any contact allowing you to quickly locate alternate contacts, assistants, family members and other related contacts.

Now that you have the ability to have comprehensive data for a secondary contact, you may want to take contacts that are primary and make them secondary to take advantage of the new capabilities., or take the secondary contacts that were migrated from other CRM tools, and convert them into ACT secondary contacts.

This addon wizard will allow you do to the conversion. When you are in a contact list, the Secondary Contact wizard will show up on the Tools menu. You perform a lookup for contact(s) you want to demote along with the original Primary contact. You highlight (or select) the contact that will be the primary, and invoke the Secondary Contact item on the Tools menu. It will then do the following:

  • Show a pop up a menu box that allows you to select whether or not you want to copy all the notes and histories from the contact that is being “demoted” to the primary contact.
  • Give you an option to delete the secondary or keep it as a primary as well

System Requirements

  • ACT! by Sage 2005/2006/2007/2008/2009 or ACT! by Sage Premium for Workgroups 2005/2006/2007/2008/2009
  • 1 MB free hard disk space


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Duplicate Remover Basic
1-10 licenses: $69.99
11-50 licenses: $65.00
51-100 licenses: $60.00

Duplicate Remover Plus
1-10 licenses: $119.99
11-50 licenses: $111.50
51-100 licenses: $103.19

Duplicate Remover Expert
1-10 licenses: $149.99
11-50 licenses: $139.49
51-100 licenses: $128.99

Click here to order
Duplicate Contact Wizard

We now have three "flavors" of our number one selling addon. The reason we have 3 versions is because ACT has different product lines and features they support. Click on the links to see more details on these products

Duplicate Contact Wizard Basic - supports all versions of ACT ($69.99)

Duplicate Contact Wizard Plus - supports 2007 and higher ($119.99)

Duplicate Contact Wizard Expert - supports 2008 and higher. ($149.99)

Duplicate Remover Feature Comparison

  • Features of Duplicate Remover Wizard (aka Basic)
  • Specify up to 5 fields to be used to match records to find duplicates.
  • Specify whether records where one or more of the match fields are blank are to be ignored.
  • Specify whether the most or least recently modified record is the record that will be retained in full.
  • Merge fields from records to be deleted into blank fields in the record that will be retained.
  • If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, make note of that field and value in a note attached to the record that will be retained.
  • Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
  • Retain Company Links as contact records are merged.
  • Retain Company and Group static membership as contact records are merged.

System Requirements: ACT! or ACT! Premium 2005 to 2009

Duplicate Remover Wizard Plus

  • Same as basic plus:
  • Specify whether the matching is to be exact characters or to be fuzzy matching. (i.e. William Smith and William R. Smith would be found)
  • Specify whether the most or least recently modified record is the record that will be retained in full.

System Requirements: ACT! or ACT! Premium 2007 to 2009

Duplicate Remover Wizard Expert

  • Same as basic plus:
  • Process all contacts in your data base or just the members of a specfic group.
  • Process all companies in your data base.
  • Specify up to 6 fields to be used to match records to find duplicates.
  • Specify whether the matching is to be exact characters or to be fuzzy matching.

For contacts:

  • Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
  • Retain Company Links as contact records are merged.
  • Retain Company static membership as contact records are merged.
  • Retain Group static membership as contact records are merged.
  • Merge custom table records to the retained Contact.

For companies:

  • Retain the dynamic critera if present in one of the company records being combined.
  • Retain static Contacts.
  • Retain static Opportunities.
  • Retain linked Oontacts.
  • Merge Notes and Histories (Notes and Histories that are related to a Company record but not related to a Contact record).
  • Merge custom table records to the retained Company.

System Requirements: ACT! or ACT! Premium 2008 (10.0.2) to 2009

System Requirements

  • ACT! by Sage - varies
  • 1 MB free hard disk space

Our software for ACT! are designed to improve the functionality of an already excellent product. No one product handles every situation. The ACT! add-ons shown above are for common things customers want. If there is a specific add-on for ACT! you would like to see created, contact us directly. All of the ACT! Add-ons created above were originally created to fulfill a customer requirement. We may be able to help fix that one requirement you need.

Call 423-875-2652 to discuss custom ACT! add-on development.

 

ACT addons and Plugins

ACT addins and Plugons

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