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ACT customization of dashboard/report

New Member
Posts: 2
Country: United States

ACT customization of dashboard/report

Need someone's help on this. We would be willing to pay for this service if we had too. We are looking for a custom dashboard or report. We have (let's say) 300 contacts. Our contacts include fields like pay history, signed contracts, contact information, etc. . . We want to be able to take all of our contacts and sum (populate, give a total) of that particular field, of all our contacts and not just pertain to one contact.

 

Lets say we have 200 signed contracts, 75 are still waiting to be signed, 50 are dead contracts, 75 are signed but we need to follow up. We want ACT to be able to tell us everyday what the totals are for all the contacts. So when we update each contact it will change the totals.

 

Any ideas would be great. We have the Abacus addon. Thanks

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT customization of dashboard/report

A number of ACT! Certified Consultants (ACCs) offer database customization services. Fees will vary. Click to find an ACC in your area.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Tuned Listener
Posts: 18
Country: United States

Re: ACT customization of dashboard/report

The Stonefield Query for ACT! reporting addon can create these types of reports. They can be scheduled to run automatically and e-mailed, output to file somewhere, or sitting on the printer. http://www.stonefieldquery.com/Solutions/ACT.aspx

Jason Okrepkie
Channel Account Manager
Stonefield Software, Inc.
jason@stonefieldquery.com
http://www.stonefieldquery.com
New Member
Posts: 2
Country: United States

Re: ACT customization of dashboard/report

Thanks for the help Jason. Stonefield is exactly what we are looking for but we want it to be produced inside of ACT! instead of having to use another program. We want the dashboard to display all these instead of exporting out to another program. So i guess my question is this, is there an addon that sums the "contact fields" to the dashboard or is this some kind of code that has to written inside ACT!? The ACT! dashboard only allows activities and opportunities fields and will not allow "contact fields" to be added. Thanks for your help.

Tuned Listener
Posts: 18
Country: United States

Re: ACT customization of dashboard/report

Stonefield Query custom reports can be launched from an ACT! menu. Although this may not be ideal would this work for you since you get the added benefit of having Stonefield Query for other custom reports?
Jason Okrepkie
Channel Account Manager
Stonefield Software, Inc.
jason@stonefieldquery.com
http://www.stonefieldquery.com