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Need an elegant method of attaching files to database contacts

New Member
Posts: 3
Country: USA

Need an elegant method of attaching files to database contacts

Product: ACT! by Sage Premium for Workgroups 2006 Version 8.0.2.82 Scenario: I have been given a task to assist an ambitious processes of scanning many documents into PDF files, and *waves wand* they become attached to the appropriate Customer Contact. Does there exist a methodology or process to perform such an undertaking, rather than manually going into ACT! and attaching each file manually? ~eryn, a technologies (not a dba Smiley Happy
Nickel Contributor m4y
Nickel Contributor
Posts: 511
Country: Belgium

Re: Need an elegant method of attaching files to database contacts

Have a look here if it could be helfpul for you: http://scanandorganize.com/

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
Copper Super Contributor
Posts: 105
Country: USA

Re: Need an elegant method of attaching files to database contacts

Try this http://www.asdscomputer.com/products/docadmin2007/ Edward Kachinske Author, Managing Contacts with ACT! & 22 other CRM books
Edward Kachinske
edward @ is-crm.com
New Member
Posts: 3
Country: USA

Re: Need an elegant method of attaching files to database contacts

Thank You, Xavier! I'll giving it a test drive this afternoon Smiley Happy