08-15-2012 02:26 AM - edited 08-15-2012 02:27 AM
Hi, I wonder if anybody could give me some guidance.
We manufacture computer software and have recently installed ACT as a contact management system.
An important part Of our business is documenting customers existing software licenses, so that when they want to upgrade or add to the system we can cross reference they purchase history.
I want to set up a separate tab (in the companies layout) to track and record the various software licenses each company may have purchased. I am looking for some guidance about how this can be best done. I understand how to add custom fields and edit layouts.
Initially I thought about doing a customize template with an embedded Excel document which I could create for each customer and add new lines as the purchase more software licenses. However this seems very messy when using such a powerful database tool such as act. Also it would not be searchable within the database.
The ideal solution would be some kind Of table where this information could be recorded. If I were to do this in a spreadsheet it would work something like this
Date Purchase Serial Number No. Of channels Software type
1/1/10 123456 6 product1
2/2/12 456789 2 product2
Some customers may only have a single license but other may have hundreds.
08-15-2012 08:53 AM
08-15-2012 08:53 AM
08-15-2012 10:32 AM
At Xact Software we produce add-on software for ACT! and also sell ACT! software. We created a custom table in ACT! that will handle software activation keys. It is directly integrated with our Licence Manager Server so we don't have to exit ACT! to create keys. There are other functions for reminding us where software assurance is coming up for renewal where a number of our larger mid-range accounting integration products have software assurance. Refer the attached images for detail.
We haven't on-sold this development to other companies but would be happy to quote you based on your requirements.