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PRODUCT | Secondary Contact Wizard Secondary Contact WizardPromote Contacts to Primary OR demote to Secondary with this easy to use tool.One of the best new features introduced in Act! starting with version 2005 is the ability to add virtually unlimited Secondary Contacts to any contact, allowing you to quickly locate alternate contacts, assistants, family members and other related contacts. Now that you have the ability to have comprehensive data for a secondary contact, you may want to take contacts that are primary and make them secondary to take advantage of the new capabilities., or take the secondary contacts that were migrated from other CRM tools, and convert them into Act! secondary contacts. Conversely, you may want to make your Secondary Contacts the Primary.Secondary Wizard allows you do to the conversion either way. When in a contact list, the Secondary Contact Wizard will show up on the Tools menu. Lookup the contact(s) you want to work with, highlight (or select) the ones to promote or demote, and invoke the Secondary or Primary Contact item on the Tools menu. It will then do the following:
There is no trial of this AddOn. We guarantee it works or your money back.
Other products by Patricia Egen Consulting: Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions – you can not work with any Act! system fields. Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted. Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn’t exist, it will be created. Any contacts with blank names or blank company fields are skipped. Duplicate Remover Expert Wizard Batch remove duplicate contacts and companies in Act!. Merge all documents, notes, histories, fields, groups, etc. Search on up to 6 fields for dups. FREE TRIAL Fields and Tables to Excel Wizard Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities. Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.
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There is no trial of this AddOn. We guarantee it works or your money back. System Requirements:
Compatible with: Act! 7 / 2005 and Newer Technical Support
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Secondary Contact Wizard |
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Delivery | Users | Price | ||||
Download | 1-10 | each $29.95 | Buy Now | |||
11-50 | each $28.50 | |||||
51-99 | each $27.00 | |||||
All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.
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