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PRODUCT | Tab Indicators for Act!
Tab Indicators for Act! Only $59
You set the conditions, we'll set off the alarm! Displays tab indicators when...
- Tab Indicators now supports all four top level entities such as Contact, Companies, Groups and Opportunities
- Key fields are blank or empty
- Dates are in the past or future
- If the contact has open opportunities or activities
- Conditional criteria using the 'Advanced Query' builder
- Opportunities with X amount due in X days
- Past Due Activities
- The list is endless...
Tab Indicators for Act! adds a visual indicator on the contact details tab pages when the specific tab has data or criteria condition has been matched. For instance, when the contact has multiple opportunities the tab will display a "Green" indicator followed by the total opportunity count. Using the native Act! Advanced query build you can create conditions encompassing multiple fields of data. There are countless ways to sort and be notified about your data in Act!.
Tab Indicators for Act! Key Features...
- Supports all tabs in any layout
- Create shared or local preferences
- Supports custom tables created using Impact
- Six different indicator styles and count totals
- Encompass multiple fields of data using Act!’s Advanced Query
Click to view larger image
Click to view larger image
Click to view larger image of Indicator Icons & Styles
Supports all tabs, including Opportunity, Activity, History, Notes, Documents, Associations, Secondary Contacts and Groups/Companies. Select from six different indicator icons such as; green, yellow or red circle, blue "x", check box and plus sign styles. Display counts like 'Open Opportunities' or 'Uncleared Activities using the 'Advanced Contact Criteria" builder.
Click to view larger image of Tab Indicators Criteria Screen
Tab Indicators for Act! is an excellent companion product to Impact Business Suite which extends the functionality of every view in Act!.
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