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

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Company Wizard

ACT! For Sage now supports company records. When you add a company record, you can go an 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 is a great addition to the ACT! product.

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. The 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 or ACT! by Sage Premium for Workgroups 2005/2006/2007
  • 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.

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


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

Click here to order
Duplicate Contact Wizard

This standalone tool will merge duplicate contacts in your ACT 2005, 2006 and 2007 databases.

  • The wizard allows up to 5 fields to validate as duplicates
  • It will show you the list of names it finds based on the preferences.
  • You will have an option to choose to have the most recently edited contact be the "winner" or the oldest edited contact be the "winner" - this handles the situation where you've done a large import and the new duplicates are wrong.
  • The tool will move all subsidiary records (Notes, History, Activities, Opportunities, Secondary Contacts, Documents) to the retained record.
  • Once all data has been extracted from the other contact record, it will delete the other contact record from the data base.
  • Any fields that will not be moved to the winning contact will be put into the Notes of the new contact so no data is lost
  • It will continue until there are no more duplicate records in the database.
  • Group membership is moved to the winning contact

System Requirements

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