Download and install this add-on if you are looking for powerful contact list functions such as:
- Improved interface features with Color Rules
- Side-by-side columns for smarter viewing
- Field totals for each column
- Save and restore sets of contacts
- Unlimited column sets for quick reporting
- Sort and groups for better reports
- Free copy of The Durkin Toolkit Lite ( a $49 value )
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"With CLP it's like adding a turbocharger to your engine blowing the competition away. TLP is so revolutionary it energizes you in managing and getting the tasks done!"
Ron Del Debbio
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About Contact List Plus addon for ACT! The Contact List Plus addon for ACT! toolbar is integrated into the ACT! native interface, providing easy access to most of the features. A pop-up window activate with a right click exposes all the options. The contact management addon for ACT! is a must have for any power user.
Without leaving the contact list view, you can edit, add color, make calculations, change the order of columns, group contacts and export the list directly to Microsoft Word or Excel or XML or HTML files. You can also export the list to Excel with color—with one click.
Contact List Plus addon for ACT! offers two ways to view your tasks—in the traditional ACT table layout or card style. Rather than a single row on a table, the Card View expands the record in two dimensions, and you can see several cards at one time. Each card can be collapsed or expanded so you can see the full details on only the records you choose.
Contact List Plus addon for ACT! is embedded inside ACT!'s easy-to-use interface, so there’s no need to run multiple applications or launch external programs. Once installed you will wonder how you got along without it.
Easy To Use ACT Addons• Group and subtotal by any ACT! field in your contact table such as; State, Id/Status or Sales Totals. • Math Functions built into each column will display totals, counts, average, minimum & maximum and counts • Design multiple column sets we call layouts. Use layouts for export mapping or report generation. • See your entire notes/details text field not just a little 'icon' representation. • Automatically adjusts the height of each activity depending on the length of your notes. • Advanced print options such as; Fit-to-page, Zoom-to-fit, Actual-size • Add colors based on text such as ‘Send Quote,’ ‘Sales Leads,’ ‘State=”New York” etc. • Personalize printing with larger fonts and color coding, etc. • “Built-in” editing functions, including Textbox, Check Box, Calendar DropDown, “Combo” and DropDown controls. • Tag mode allows you to put together any list based on unique criteria. (Create a multi-disciplinary team; invite your favorite business associates to a ballgame) • Outlook style card view can be collapsed or expanded so you can see the full details. • Select contacts to create a company grouping; (Others add-on companies charge $99 for this one feature itself!)
Greater Convenience• No need to go back to ACT's contact details window to make changes. • Have more ACT! contact managment information at your fingertips simplyfying pure contact management. • Specify exactly what you would like to see in your ACT! contact list. • Make any contact information viewable and printable. • Group and sort by an unlimited number of ACT! fields and columns.
Increased Efficiency• Quickly access your previously saved lookups in the Lookup Rules Manager window • Instantly filter any column using our unique filter row at the top of the list • Quickly view, print or export the list using layouts. • Design multiple column sets and snap between them for exporting. • See Sums, Averages or Counts for any columns with subtotals for any group
More Flexibility• Personalize your ACT! interface using drag & drop filter panels. • Drag & Drop any column on or off the list at any time • Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc.
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| Contact List Plus for ACT! ( 1-User ) | $89.00 | ADD |
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Suites
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This addon is also included in these suites.
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ACT! Add-on Suite Standard (CLP,TLP,RAA,AMM,TLM & TAP) (1-USER) learn more...
| $199.00 | ADD |
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ACT! Add-on Suite PLUS (OLP,CVP, CLP,TLP,RAA,AMM,TLM and TAP) (1-USER) learn more...
| $249.00 | ADD |
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ACT! Add-on Suite DELUXE (DIT, OLP, CVP, CLP and TLP) (1-USER) learn more...
| $299.00 | ADD |
For more information on pricing, click here
Here are some additional feature you get with Contact List Plus for ACT!.
Features unique to the contact view in ACT!.
- Advanced List Management: Contact List Plus adds a variety of powerful features to ACT's native contact list to help you efficiently manage your contacts. When you install Contact List Plus you'll immediately experience a more detailed list that uses powerful list management tools accessible on our toolbar.
- Appearance and Colorization: You can define color conditions that are applied to all of your contacts at all times. Display all "Customers" as green or State="New York" as Blue. You can quickly design your own color rules. These color rules can be easily turned on/off with a click off the mouse.
- Saved Queries: Displays your saved lookups and queries for quick access. These queries are displayed on the screen at all times, you just have to click your mouse once!
- Saved subsets: Allows you to save the contact list exactly like it is displayed on the screen even if you are currently looking at a tagged subset.
- Column Sets: Display annual date fields like Birthdays or renewals right on your list. Print it, sort it, and filter it. It’s your data!
Tighter Data Coupling with SQL
- Data mining: You can define simple or complex conditions that can be used to filter, format, group, tabulate or find rows which conform to any criteria. All these features together help you analyze data from different perspectives and summarize it into useful information - information that can be used to increase revenue, cut costs, or both.
- Math Functions: Sum or count values in a column directly on the screen. No need to run complex reports. All add-ons support math functions built into each column like displaying the group counts "State: NY (11 contacts)" or currency total "Totals for Sales Team Alpha ($156,000)". These functions can add totals and counts at the bottom of each column of any field using aggregate function including: Count, Sum, Average, Min, Max, StdDeviation, ValueCount.
- Deeper data integration: All of our add-ons have deeper data integration then the native ACT! list. For example: we display the actual notes text rather than a simple icon; all the contact names are listed on an appointment rather than "<Multiple Contacts>" and we can display more than 10 users at one time on the Task List and Calendar View ( a limitation in the current ACT! 10 product).
- Expandable Data: Most Durkin add-ons lists support expandable rows to display secondary information like any contact fields when viewing the task list or product names when viewing an opportunity. Viewing this data on screen is not possible in ACT! And can only be obtained by running a complex report. Our lists not only display this information but also print, export, subtotal, format and sort it.
Appearances and Formatting
- ACT! Interface: All Durkin Add-ons are embedded inside of ACT!'s interface and use windows installer compliant standards. No need to run multiple applications or launch external programs once ACT is launched. All add-ons can be easily installed and uninstalled in seconds. You can even 'toggle' between our add-ons and ACT's native view simply by going to our "About" window and turning off the master switch.
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