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PRODUCT | Advanced Excel Templates II
NEW VERSION Advanced Excel Templates II
Ever wished you could merge ACT! information in Excel using the same easy method you use with Word? With Advanced Excel Templates you can!
If you are able to create a Word template with ACT!, you are able to create an Advanced Excel Template. We made it as simple as possible, mimicking the way you create templates in MS Word or in ACT! Word Processor.
Create your own templates in minutes
Launch Advanced Excel Templates, click File>New Template and the program will open a new document in Excel with a popup window allowing you to insert ACT! field placeholders in the spreadsheet.
Once this is done, save and you have your new template. You're ready to go!
Merging a document is a 2 simple step process
Automatically number your documents with our AutoNumbering system
AutoNumber your documents
With our AutoNumbering system, you may define as many automatic number formats as you want, one for your quotes, one for your invoices and select it when generating your document.
You may also want to look at our AutoNumbers for ACT! Record add-on which, among other features, allows you to automatically autonumbers your opportunities at creation time.
Use Excel as a calculator!
You may even use the power of Excel to perform calculations and update one or more of the current contact fields with the result of the calculation. Let's say you want to add User1 and User2 and put the total in User3. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. All you need to do is insert an Excel->ACT field in your template.
You may even perform this operation in the background, without opening the merged document.
How is it different from Excel Quote-Invoice Maker?
Advanced Excel Templates exports data from either the Contact table or the Company table or the Group table or the Opportunity table but cannot combine data from 2 tables. Excel Quote-Invoice Maker is designed to export Contact + Opportunity or Company + Opportunity or Group + Opportunity data to Excel. As a consequence, another difference is that Advanced Excel Templates has the ability to export more than 1 record at a time but not Excel Quote-Invoice Maker.
What's new in Advanced Excel Templates II
Other products by Exponenciel:
Export your ACT! Calendar to Excel. Include any field you want. Use Excel's advanced formatting features to create the calendar of your dream. Excel calendars are easy to print, easy to email, easy to convert to HTML and easy to share. FREE TRIAL
Never recreate a list view anymore! With Act! List View Manager, you can store the settings of your list views (column order, column width and sort order) so that you may easily load them back up as needed. FREE TRIAL
All the information you want can now be displayed in the Calendar view or on your smart phone!. With this add-on, you can automatically populate the location or details field of the Activity window with the contact's address, his phone numbers or with any other contact fields of your choice. FREE TRIAL
Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. FREE TRIAL
If you can create a Word template with ACT!, you can now create an Excel Template with ACT! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the ACT! Word Processor. FREE TRIAL
Advanced Field Protection gives you full control over who can edit your ACT! fields. Users may be given edit rights, initialize rights (can enter information when the field is empty) or no edit rights at all. Also allows you to hide tabs for the users of your choice. FREE TRIAL
A unique collection of 7 layout controls that will help you visually organize your data, enter a document path, launch an outside program or document by clicking a button, view a multi-month calendar. FREE TRIAL
Create graphs directly in your layout! With the ChartBar and ProgressBar controls, you can better visualize your records data with great looking graphics. No need to run reports. Your graphs are updated when browsing through records. FREE TRIAL
Make sure no critical data is left unnoticed in your contact records! With the InformationBar tool, you can display critical information at the top of your screen. With the Notifier tool, you may monitor a field and display an image to attract your attention depending on its value. Two critical tools to manage your critical data. FREE TRIAL
Add a picture viewer to your contact layouts. A picture viewer displays multiple pictures using minimal screen space. Pictures are automatically resized to fit viewer. Add a title, rotate pictures in a snap. Easily browse through pictures. Pictures can either be in an ACT! picture field or outside of ACT!. A must for picture users. FREE TRIAL
The must-have add-on for group users. Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. New contact/group data management functions. FREE TRIAL
Advanced Menu Management allows you to disable ACT! features by letting you choose which ACT! menu commands are available to the users of your database. If you find that the ACT! security roles do not give you enough flexibility, Advanced Menu Management is for you. Want to disable the Import/Export feature for certain users? Want to prevent users from using the Replace field function? Advanced Menu Management gives you full control over who can do what. FREE TRIAL
Designed to help you manage your Sales Opportunities by combining three functions: advanced Opportunities Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and easy creation of reports in Excel with formatting, sorting and totals. For instance, calculations may be run automatically in Excel to create Commission reports. FREE TRIAL
Tired of entering the same information over and over? Automatic Data Entry From Table can fill in up to 20 target fields in one operation. Create a data table and choose a reference field. Whenever the reference field is changed, the table is scanned for the new value and the related fields automatically updated. FREE TRIAL
Create Web forms in seconds and import form results directly into Sage ACT! - FREE TRIAL
Allows you to make any type of calculation using your ACT! contact, company or group fields. Supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL
Automatically update the contact records of a company or group when you modify that company or group. The add-on may also update divisions of a company and subgroups of a group. Works with the fields of your choice. FREE TRIAL
Automatically number your ACT! records (contacts, companies, groups or opportunities) at the time of creation or in manual mode. Automatically give your contacts, companies and groups a unique account number and your opportunities a unique quote number. Flexible autonumber syntax and editor: may include auto-incremented number, field values, system variables (date, time). FREE TRIAL
Add one or more buttons to your layouts to quickly go from one contact to another. Create one-to-one or one-to-many links. Name your relationships. FREE TRIAL.
Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record. FREE TRIAL
For ACT! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.
An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
Add tooltips to your layouts to provide easy-to-access help information to your users. Ideal to educate your users and ensure database integrity through better data input. No need to modify your layouts. FREE TRIAL.
Make your own tooltips to put whatever you want, where you want it! FREE TRIAL
Allows you to associate a layout with a type of contact, company or group, so that when you view contacts, companies or groups the proper layout is automatically displayed. FREE TRIAL
With the MagicJack Plugin for ACT!, MagicJack owners can make phone calls from within ACT! by just pressing a button, next to each phone fields. No need to copy and paste the phone number anymore. FREE TRIAL
MailChimp Plug-in for ACT! is a leader of the Email Marketing and Email List Manager market and you can now integrate their services with Sage ACT! 2011 or newer. FREE TRIAL
Make your Company and Group Detail screen work the same way as your Contact Detail screen. View lookups in Company and Group Detail views. Add VCR-like navigation buttons similar to the ones used in Contact Detail view. Detail views and List views are always synchronized. The most intuitive way to use Companies and Groups. FREE TRIAL
On-Off Edit Mode adds a long-time awaited feature to ACT!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL
Remove the unwanted history records that clog your contact, company and group records. Choose the history records you want to purge based on their type, their record manager, their date and their regarding field. FREE TRIAL
With the Skype Plugin for ACT!, allows you to integrate ACT! with Skype. Single click dialing. More ... FREE TRIAL
Universal Dialer Plugin -- Integrate Skype, Ninja Plus, MagicJack and other dialers with ACT!. FREE TRIAL
The only reasons why you would use the old version would be:
The upgrade requires simple modifications to existing templates. Instructions here.
"After testing other export add-ons, we decided to go with Advanced Excel Templates. The program is able to perform the functions we needed and is by far the simplest to use!" --Steve Boyles, North State Communications