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Automator4act 3.0

automator2-new-tile-side-view5-500_2061297160
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automator2-new-tile-side-view5-500_2061297160image_5image_2_914397879image_4_380892222image_1_1261114905image_3_1080865789image_520986814
The brand new Automator 3.0 has been completely rewritten, and performs calculations, mail merges, creates notes or histories, and a whole lot more! Think of it as Macros for your Act! database. Automator is designed to make repetitive tasks simple, quick, and error-free. Specify Buttons for a p ...Read more
USD $ 50.00 each
Brand: Keystroke - DR1Keystroke - DR1
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Automator4act 3.0

The brand new Automator 3.0 has been completely rewritten, and performs calculations, mail merges, creates notes or histories, and a whole lot more!

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

  • Specify Buttons for a 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 the current contact
  • Mail Merge HTML documents
  • Perform complex mathematical equations

Please note that upgrades should back up their existing layout prior to installing this new version.

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, set field data like ID/status and record manager or sales rep, creates activities for follow-ups, and does an email merge welcome email. 

Setup Assistance for Add-ons:
  • Setup assistance can be purchased with this product, and this option includes the initial installation, activation, and basic configurations of the program
  • Setup assistance does NOT include customization or personalization of the program, nor does it include training in its use.
  • Keystroke is NOT responsible for updating your computer to prepare it for the installation of this software, as proper computer & Windows maintenance is the customer's sole responsibility.
  • The customer must be ready with all account, licensing, and other details required for activation and setup
  • Service may not exceed 45-minutes and "setup assistance" does not imply ongoing warranty assistance with this product.
  • Setup Assistance can only be purchased with the product. If you need it afterward, the minimum support plan available is VIP Lite for $85 USD.
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Act! for Windows
Act! v18, Act! v19, Act! v20, Act! v21, Act v22, Act v23, Act v24
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.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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