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Some Questions before Purchasing Sage Act

Tuned Listener
Posts: 26
Country: United Kingdom

Some Questions before Purchasing Sage Act

My questions relate to Act 2009 as this is a trial version I found online (I have 14 days left).

 

[1] Receive an email via Outlook.  I click "Add Contact" but because the email was sent from a webformon behalf of my own emailsage onyl recognses my webform email address as a contact and not the user who sent the email i.e outlook reports:

 

"admin@mywebaddress.co.uk; on behalf of; Customer Name [Customeremail@emailaddressl.com]"

 

I am wanting to import the contact name "Customer Name [Customeremail@emailaddressl.com" into Act and not  admin@mywebaddress.co.uk. 

Hope this makes sense.

 

[2]  I find it very fiddly whebn listing All Contacts as I always need to click on Groups, wait for the form to display and select Customers from the group list.  Is there a quicker way to show all contacts from a particular group?

 

[3] I sync contacts from google to Act using Companionlink Pro and it brings in ALL contacts that are in other groups in Google (i.e. Customers, Friends, Family).  Is there a way to ignore all groups except for Customers? (may be a companionlink question)

 

[4]  How do add a new contact but it defaults to "Customer" group?

 

[5] My sync from google brought in all my contacts. I see all these contacts when I first start the application but because they are not assocciated to any groups I cannot find them again? I want to remove all Non-Customer contacts? How do I do this?

 

I look forward to your replies.

 

Thank you

 

Paul

www.PCease.co.uk - Affordable IT Support, PC/Laptop Repairs
Copper Elite Contributor
Posts: 118
Country: United_Kingdom

Re: Some Questions before Purchasing Sage Act

Hello Paul,

 

  1. You might want to look at some of the addons that support semi-automatic capture of contact data from emails such as AddressGrabber for example.
  2. Quickest way is to highlight the Group name and then right-click. Select 'Create Lookup' - this will produce a Contact Lookup of all Group members.
  3. You're right - it's a CompanionLink question, but if this works the same way as Outlook Contact import within standard ACT! you'll have to weed out the unrequired data post-import.
  4. This question isnt clear enough for me to provide a specifi answer, but if you want to dynamically assign all new contacts to a group called 'Customer' then you could set a default value on a Contact field (perhaps the 'ID/Status' field) to include the value 'Customer' when new reords are created, and then create a Group called 'Customer' and set a dynamic membership rule to include contacts where the ID/Status field contains 'Customer'. See this KBA for further explanation.
  5. The import of Contacts from Google will be date stamped so select the 'Lookup' icon on the toolbar and search the 'create date' field. set the date parameter to the date of the import. Does this help you to narrow it down sufficiently?

Hope this helps.

 

Will

 

BluebirdCRM, UK

 


Will Ingleby
ACT! Certified Product Specialist

Solutions for Accounting & CRM (UK)

Bronze Contributor
Posts: 1,393
Country: USA

Re: Some Questions before Purchasing Sage Act

Hi pcease.  You ask several questions that go beyond my capabilities, but I will answer what I know.

 

[2]  I find it very fiddly whebn listing All Contacts as I always need to click on Groups, wait for the form to display and select Customers from the group list.  Is there a quicker way to show all contacts from a particular group?

 

I'm assuming you have created a group.

Click on the group icon on the left hand pane and a list of groups will appear.

Right click on the desifred group and select "Create Lookup" and you should have the group members in a list view.

 

Hope this helps.

 

 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
New Member
Posts: 17
Country: United States

Re: Some Questions before Purchasing Sage Act

[ Edited ]

> [3] I sync contacts from google to Act using Companionlink Pro and it brings in ALL contacts that are in other groups in Google (i.e. Customers, Friends, Family).  Is there a way to ignore all groups except for Customers? (may be a companionlink question)

 

This is a CompanionLink answer:

 

With CompanionLink Pro, you can set up a mapping that will exclude some groups from Google.  However, you are still using Google as a primary here.  

 

Mostly, CompanionLink is focused on using ACT! as a Primary, and then synchronizing one or more groups to various data destinations like Google.  If you switch to this model, then CompanionLink Express will work great, and also be a bit simpler to set up.  In the default setup all data from Google goes to ACT!, but normally only some data from ACT! goes to Google.

 

Message Edited by Clcto on 12-21-2009 07:48 AM
Wayland Bruns, CTO
CompanionLink Software, Inc.
http://www.companionlink.com
Tuned Listener
Posts: 26
Country: United Kingdom

Re: Some Questions before Purchasing Sage Act

Thank you for your replies (been so busy I never got a chance to reply back).

 

As suggested above I have now created a new groups called "All Customers".  Is there a way to have this group display as default of startup?  I use "Create Lookup"by manually selecting groups then right clicking on "All Customers" which is a pain.

 

 

 

 

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