Connect Your ACT! Contact to their Associated Documents and Folders!
Rid yourself of Unnecessary Paper and have Immediate Access to client/customer files from
within the ACT! interface.
ACT! allows you to “attached” files to your contact. Normally, you will have to scan the document, name the document, save the document and then go into ACT! and attach the document to the contact. Obviously this is very inefficient.
In ACT! 5.0 or 6.0 these ACT! attachments, are recorded as “links” or “shortcuts” to the document on your computer or network. If the attached file is moved or renamed, the link will no longer work. Also, files are attached into the Notes/History tab in ACT! and often crowd out the important notes and histories.
In ACT! 2009 (Version 11.0) ACT! “copies” the attached file into a folder where the supplemental database files are located. This means the original file stays on your system in it original location but the file that is accessed within ACT! 2006 is a copy. This could lead incorrect version of the file being used since ACT! will create a separate file each time a file is attached.
With Scan and Organize for ACT!, you can Scan and Manage Documents from within the
ACT! interface!
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Scan the document directly to the contact’s folder on your computer or network.
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Automatically Open the associated contact’s folder inside of ACT! simply by looking up
the contact!
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Create and Name Folders Automatically using data that exists in up to 3 ACT! fields OR assign the contact to a specific folder that is already on your computer or network!
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Perform file management functions from within ACT! such as copy, paste, rename, delete,
Send to, etc.
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Scan documents as PDF, TIFF, JPG, BMP, PNG and even optional OCR Text.
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Automatically assign keywords to documents during scan.
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Burn folders to CDR/RW (Windows XP only).
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Save document keywords to a specific field in ACT! for easy searching.
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ACT! users that synchronize can now have access to documents on their VPN or any logic
drive letter path.
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Optional OCR function allows automatic keyword population.
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Drag and Drop support from Windows Explorer, Paperport, etc.
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You already know how to use it!
Vertical Markets that can benefit from Scan and Organize for ACT!
| Financial Planners and Investment Advisors |
Insurance Agencies
|
| CPA and Accounting |
Mortgage Brokers |
| Real Estate |
Broker Dealers |
| Appraisers |
Building Contractors |
| Credit and Collection Agencies |
Manufacturers Reps |
| Recruiters |
Architects |
OR ANY DOCUMENT INTENSIVE BUSINESS OR INDIVIDUAL THAT USES ACT!
**Scan
and Organize for ACT! is offered via download. Once
your order has been approved and reviewed, you will receive
an email to download the software. If you prefer that a
CD is sent, you must call in your order to 800.831.7636.
A CD will be provided as a “separate product”
for $14.95 shipping and handling.
We
ship UPS Ground to mainland US. An additional charge of
$10 is added for Hawaii, Alaska and Canada. International
orders should call 770-475-0495 for rates. Faster shpping
ie. UPS 2nd Day or Overnight will require additional charges.
We do not ship FedEx or DHL unless you arrange the driver
to pickup and you use your own
shippers account. **
