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Automator4Act!

automation
Best Seller
automationautomator
USD $ 49.95 each Brand: Keystroke ProductsKeystroke Products
Quantity

63 items in stock

Specifications

Not Available
Perpetual
N/A

Licensing Type: Perpetual
Compatibility: Act! 2010+

* Download link for this product is at the bottom of this page

Automator4Act! performs calculations, mail merges, creates notes or histories, and a whole lot more!

Think of it as Macros for your Act! database. Automator4Act! is designed to make repetitive tasks simple, quick, and error-free.

  • Specify Buttons for particular task
  • Perform multiple tasks with a single button
  • Make tasks conditional with if/then statements
  • Reference fields in the database within your actions
  • Create lookups using data from current contact
  • Mail Merge HTML documents
  • Perform complex mathematical equations

Example:
A common button created is the “New Contact” button. After putting the vital info that cannot be automated such as Contact name, phone number, email address, etc. A push of this button will create a history regarding the creation of the contact, creates a company, sets field data like ID/status and record manager or sales rep, creates activities for follow ups, and does an email merge welcome email. 

 

Brand URL : https://www.keystroke.ca/apps/keystroke-downloads/download/4-4act-products/6-automator4act

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090
     
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Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408
     
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Fax : 514.666.9851

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