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Automator4Act!

box-automator4act_537569457
box-automator4act_537569457automator
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 ...Read more
USD $ 50.00 each
Brand: Keystroke - DR1Keystroke - DR1

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  • Description
  • Specifications

Automator4Act!

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

Specifications

Not Available
Product
ftp://ftp.act4work.com/Automator4Act/
N/A
Act! for Windows
Act! v18, Act! v19, Act v20, Act v21
Perpetual/Activation

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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