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PRODUCT | Smart Notes for Act!
The most AMAZING 'data mining' tool for Act!
Smart Notes has two types of notes:
Manual Notes (you create)
Conditional Notes (appear automatically)
Situation: You've got a lot of prospects and customers in your Act! database along with lots of details about each of them. Great! But how do you get to the essence of that information, quickly, easily when you need it most, like when a customer calls. What information is beyond the main screen you're looking at? And what about important comments others may have that they want you to know?
Solution: Smart Notes goes through your data and look for information you deem important (using rules you've created) and presents it to you in a visually neat and informative manner in the form of a sticky note.
Smart Notes digs for information and puts it at your fingertips. It even helps you communicate with others and jog your own memory as you attach note(s) about a contact for others to see.
I'm amazed at how useful and powerful this little program is. Who would have imagined? I've got three different departments using it... accounting, sales, and support." --Jason Ingram, Accelerated Wealth, Columbia, MO
That has got to be the best Act! Add-on I've seen in ages... and at the right price! Congratulations!" --Jeff Granger, Big Blue Marketing Limited, Act! Consultant, United Kingdom
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The most amazing data mining tool for Act! Create manual sticky notes and attach to contacts, companies, opportunities, and activities. Reminds you of important information about contacts and allows you to share with others. Also, create rules that can display notes when data in your customer record matches user defined rules. Low cost. FREE TRIAL
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Act! 10 / 2008 and Newer