ACT! Consulting

Up
What We Do
ACT! Consulting
Training
Support Services
Network Services
Contact Info
Panic Button

 

 

Capabilities

Needs Analysis

We look at all the information coming into your system, and compare it with the output you need to create. Then we work backwards to design a database that will fulfill your requirements now and into the future.

Database Design & Customization

We customize the entire look and feel of the database to meet your needs.

  • Field Attributes
    • Your database must be designed to hold the right information, in the right way for you to use it.

     

  • Custom Fields
    • It's not enough to know how to add fields; you have to know when it's a good idea.

     

  • Custom Field Layouts
    • Your database can look exactly the way it should for you, with the fields you want to see, as large or small as you like, perhaps with your logo on the screen...endless possibilities.
    • We use custom layouts to make your database user-friendly.

Custom Templates

  • Letter templates
    • These can be much more powerful than most people know.
  • Envelope & Label templates
    • Want your logo on the label?
  • Email templates
    • ACT! 6 supports custom HTML templates.
    • You can send completely customized group & individual emails with pictures, logos, etc.

Shared Data & Synchronization

  • LAN users can share in real time without choking up the network.
  • WAN users can share data via database synchronization between offices
  • Laptop users and telecommuters can synchronize via email or VPN
  • Share ACT! on the Internet using ACT! WebAccess.
    • Your endusers need only a web browser.
    • Supports PCs, Macs, multiple operating systems.
    • No sychronization required
  • Palm pilot users can get in on the ACT! too.
    • We recommend 3rd-party programs to improve Hotsync functionality and to make the Palm user interface more contact-centric like ACT!

Automation

  • We save your time, minimize clicks, and prevent errors by creating custom macros and attaching them to icons on your toolbar.
  • We create triggers which call other programs from ACT! to do jobs ACT! alone cannot.

Application Integration

  • Microsoft Outlook, Word, and other Office products.
  • Quickbooks Pro and Quickbooks Premier 
  • Expensable expense reporting software
  • Import/Export with other applications
  • Many are available, and we can integrate them all (but please not all at once!).

Database Cleanup & Conversion

If you're just moving up to ACT!, or acquiring a database, it may need some work to make it fit your needs. We use special data conversion software, compatible with dozens of data formats, to make to process fast and painless for you.

At the same time, we can cleanup the source date with special rules for each import field to get the results you need.

 

Contact Us for More Information


Up ] What We Do ] [ ACT! Consulting ] Training ] Support Services ] Network Services ] Contact Info ] Panic Button ]

Send mail to webmaster@johnhale.net with questions or comments about this web site.
Copyright © 2001 John Hale
Last modified: January 23, 2003