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.
Please note that upgrades should back up their existing layout prior to installing this new version.
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.
|Act! for Windows|
|Act v24, Act v23, Act v22, Act! v21, Act! v20, Act! v19, Act! v18|
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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