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ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

New Member
Posts: 2
Country: United Kingdom

ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

Hi

 

Please can someone tell me / is it possible to automatically links sage & act contacts using ACT Link, as doing manual updates is tedious, and I would rather set it to happen automatically

 

thanks

 

JAmes

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

I don't think this is an option at this time - I assume you mean the Sage 50 Accounting link?
Bronze Contributor
Posts: 955
Country: Australia

Re: ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

I understood there was a 3rd party product out there that did this I would suggest you contact one of your local ACT Consultants and see if they know of a link instead of the Sage provided one
Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

Hi James

 

I assume you are asking whether data is automatically updated between contacts in ACT! and Sage Accounts in contacts that are already linked (?)

 

As I understand it, all the information in the Sage Accounting Program tab is updated automatically each time you enter that ACT! contact record.

 

However, linked fields only get updated when you manually run "Update Linked Contacts" from the Sage Accounting Program menu item on the top of the page.  Even then, there are some oddities. For example, if you create a link between a Sage field and an ACT! field which is not a primary field, the Update Linked Contacts routine will have no effect unless one of the ACT! primary fields has been changed.

 

Strange, but true.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 2
Country: United Kingdom

Re: ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

Hi That is th bit, where you say i have to manually updated linked contacts - I would like this to be automatic, and so wonder if there is a way / 3rd party program that can do this for me?
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: ACT LINK WITH SAGE - CAN IT BE AUTOMATIC?

James

 

I'm not aware of one myself, unfortunately.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk