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Will Act! meet my requirements?

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New Member
Posts: 2
Country: USA
Accepted Solution

Will Act! meet my requirements?

Hi All,

 

Looking at a couple of different CRM solutions at the moment, Act being the most positive at the moment.

 

Here are my requirements;

 

- I must be able to setup a sql procedure in order to extract updated records in the same format that the data was originally imported into Act. Will i be able to access and query the sql database behind act? and will i be able to retrieve all of the fields that were previously loaded into act from a text file?

 

- [In an example database that i have seen] Act gives each record a ContactID field and CompanyId field, but these fields seem to be very lengthy. Ideally i need to be able to export a unique Id, like the contactid, but more simplified or shorter than the standard one. Perhaps even an incremental number, but the records must retain their same ID numbers at all times. Is this possible?

 

Thanks a lot for any help you can provide.


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Solution
Accepted by topic author Hatchet_Harry
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Will Act! meet my requirements?

There are several different ways to get to ACT data once it's been entered.

  1. Export to excel is available from Contact, Group, Company, Task, and Sales Opportunity
  2. All Reports can be exported to RTF Text
  3. There are two OLD DB providers included that allow access of the database from Excel, Access, Crystal Report, Etc
  4. The ACT REader Utillity provides one way read only access to all data

As far as the incremental number, there are account number generator addins available at a modest price that would do what you require.

 

Feel free to contact us or any ACT Consultant if you have further questions.

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

View solution in original post


All Replies
Solution
Accepted by topic author Hatchet_Harry
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Will Act! meet my requirements?

There are several different ways to get to ACT data once it's been entered.

  1. Export to excel is available from Contact, Group, Company, Task, and Sales Opportunity
  2. All Reports can be exported to RTF Text
  3. There are two OLD DB providers included that allow access of the database from Excel, Access, Crystal Report, Etc
  4. The ACT REader Utillity provides one way read only access to all data

As far as the incremental number, there are account number generator addins available at a modest price that would do what you require.

 

Feel free to contact us or any ACT Consultant if you have further questions.

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

New Member
Posts: 2
Country: USA

Re: Will Act! meet my requirements?

Where would i find an account number generator and what would be considered a reasonable price?
Silver Contributor
Posts: 1,813
Country: USA

Re: Will Act! meet my requirements?

1) Google Search ACT Account number generator

2) try the ACT add Store

3) contact me or your favorite ACT consultant.

 

about $50


Hatchet_Harry wrote:
Where would i find an account number generator and what would be considered a reasonable price?

 

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