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Customer Purchase History

New Member
Posts: 4
Country: USA

Customer Purchase History

I just recently purchased Sage Act 2012 and am trying to figure out how to enter customer purchases so I can have it in their history. So far no one has answered my question except someone in sales told me you can only do it through invoicing, which I can't seem to find when I am opened to a contact. Can anybody help?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Customer Purchase History

You have two choices:

  1. If you have an accounting software, there may be integration to display the sales history from that into ACT!
  2. Use of the third-paty tools to build a custom table for that and enter the info in there (I use itTables)

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
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New Member
Posts: 4
Country: USA

Re: Customer Purchase History

I have quickbooks pro which I had thought about using but thought that Sage Act would give me more details and options. What good is Sage if i have to enter the informations somewhere else to have appear?

New Member
Posts: 4
Country: USA

Re: Customer Purchase History

I would like to post this on the main community blog but can anyone tell me how to start a new blog?

Bronze Contributor
Posts: 955
Country: Australia

Re: Customer Purchase History

IMHO there are two way you can do this in ACT without any other software. Some here have mentioned using an accounting software and this may be an option depending on:

 

a) What type of info do you want to record?

b) Why are you not considering using an accounting software?

 

So here are two options:

 

1. Create a new Activity type called purchase and then if you do a record history you will be able to select your new history type and put in the details. To test this do a record history and select Personal Activity and then see what else is recorded.

 

2. Create a new opportunity and make it closed won and you can then record what other details you want about the particular purchase.

 

Happy to comment further via email offline or schedule a remote session to work with you on this.

 

One other alternative is to use one of the custom designer tools but in general this will not put the transaction in history.

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.
New Member
Posts: 4
Country: USA

Re: Customer Purchase History

Thanks for the ideas I'll see what I can do. I'm mainly interested in having a history of the customer's purchases and it would also be great if I could also have a product and inventory database.

Bronze Contributor
Posts: 955
Country: Australia

Re: Customer Purchase History

If you want to have the product and inventory database then the only way is going to be to build something using the customm tables where there are a number of optilons from Topline and Durkin.

 

I have built many of these types of additions and you will need to get very specific about your requirements and it might be better to purchase one of the Accounting products like quickbooks and then use one of the linking products to link the two together.

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 Contributor
Posts: 1,813
Country: USA

Re: Customer Purchase History

Look at Quotewerks (www.quotewerks.com)  gives you a product database, pulls contacts from ACT, saves histories, Sales Opportunities back to ACT as well as the finished quote.  Send out via outlook (creates a pdf and attaches to email), Then exports quotes and purchase orders to Quickbooks.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 19
Country: United States

Re: Customer Purchase History

If you are using QuickBooks, then look at http://www.qsalesdata.com/ .  Excellent product.