Contact group act software

To learn how to configure Advanced Queries, refer to the following knowledgebase article: How to create, use, and edit an advanced query in Act!

In order for a contact to be removed from the Company, their Contact Details must be changed so that they no longer match the criteria, or you will need to update your criteria. Premium Cloud. Depending on how you are using Act! When finished, click OK. In addition to the membership options previously discussed, a Contact can be linked to a Company, however each contact can only be linked to one company at a time.

Divisions can be promoted to be Companies, or they can be moved to be a Division of an entirely different main Company. Additionally, a main Company can be demoted to being a Division of a different Main Company. To do this: From the Companies Detail or List views, click to select the Company or Division you wish to promote or demote Click the Companies Menu, then click Move Company Do one of the following If you wish to promote a Division, choose Promote division to company If you wish to move a Division to another main Company, or to demote a main Company to be a Division of another main Company, choose the option to Change to be division of, then choose the desired Company from the list Click OK to complete the move.

If desired, it is possible to duplicate a Company. Duplicating the Company record will create a new Company with the same Company information and the same Company members as the original Company. To duplicate a Company: From the Company Detail View or Company List View, select the Company or Division you wish to duplicate Note: Duplicating a Division will create a duplicate Division of the same main Company as the original Division Click the Companies menu, then choose Duplicate Choose one of the following: Duplicate data from primary fields Duplicate data from all fields Note: For more information about Primary fields, refer to the following knowledgebase article: What are Primary Fields in Act!?

Click OK to create the duplicate Company Enter a name for the new Company and fill out any other fields as you require Click the Save icon. Related Articles How to create and manage database Users in Act! Number of Views A Searching progress indicator appears as the database is searched.

When the Keyword Search is complete, the Keyword Search dialog box re-appears with your results displayed.

Double-click a contact record from the list to view that record. You can return to your Keyword Search by clicking the Lookup menu, and then clicking Keyword Search again. Hint: Click a column heading to sort your search results. Click the Create Lookup button to view all records identified in a keyword search. Hint: The Contact List view will allow you to see all records in one screen. If no records were found that match your search criteria, the following ACT! Click OK to return to the Keyword Search dialog box.

Annual Event Lookup: Annual event fields are designed to help you track events for important dates such as birthdays, anniversaries, or subscription renewals. An annual event field can have the same attributes as any other field with the Data Type of Date. Although annual events do not display on calendars, you can establish a recurring To-do activity and an alarm to alert you of the upcoming event. You can also create a lookup of annual events to set a recurring activity for the event.

Follow the steps below. Click the Lookup menu, and then click Annual Events. The Annual Events Search dialog box appears. From the Search for list, enable the Annual Event field s you wish to look up or click All if you wish to look up all types of Annual Event data. Click Find Now to begin the search. Results are displayed near the bottom of the Search Annual Events dialog box.

Click an entry, and then click Go To Contact to view that record or click Create Lookup to view these records in the Contact List view. Click an entry, and then click Schedule To-do. The Schedule Activity dialog box appears, allowing you to easily schedule a recurring yearly activity for this annual event. Hint: Activities scheduled for an annual event appear as to-do activities on your calendars while annual events do not.

Click Print List to print this list of contact records. Lookup By Example: The Lookup By Example dialog box is a powerful query tool which allows you to identify specific records based upon the data in one or more fields. For example, you could find all of the contacts that are Buyers in a specific Zip Code. If you would like to find records with more than one possible value in a field, you can use the Advanced Query.

Click the Lookup menu, and then click By Example. The Lookup By Example dialog box appears as a blank copy of your layout. Digital technical support. Save time and make work easier with key integrations like Outlook and Gmail. Big results. Flexible plans. Choose from a range of affordable options that grow with you. CRM Cloud Based. Premium Self Hosted. Save big! Most popular! Most Popular - Best Value!

Built for growth! Try it free. Compare Act! CRM plans. Expand all Collapse all. Customer management. Reporting and analytics tools mine your customer data, providing insights into your audience, what kind of mdarketing campaigns you should be running, and your overall business needs.

Intelligent lead management and segmentation tools can identify the right clients to focus resources on. Segmentation tools sort contacts by industry, geography, place in the customer lifecycle, and other attributes. Identifying customer profiles helps personalize your customer experience, and lets you find out which demographic provides the greatest opportunities. Wherever you may be, you can gain immediate access via mobile device to contact lists and key information, then act on it for sales, support, customer service, and marketing tasks.

Assign tasks to specific team members, give everyone full visibility on who is doing what, and set deadlines with reminder notifications. Cloud-based SaaS contact management tools, when operating as part of CRM, put all your work processes in one place and let you deal with task and workflow processes on-the-fly. Automate your customer data entry, eliminating mundane admin tasks and freeing up time for the more important work. Automated data recording can, in turn, be used to run email marketing automation, sales automation, and more.

Contact management and sales pipeline platform tailored for small businesses, freelancers and self-employed individuals, and e-commerce. Lets you build a robust lead database by importing spreadsheets, scanning business cards, and shifting contacts from other CRM. Beyond lead generation, it allows you to customize fields and contact info for your specific business processes. Keap has many features, which ups the learning curve. The number of integrations with other apps is small. Learn More.

The Daylite set of tools are divided into CRM features and project management tools. The idea here was to break down the old division between customer-facing tasks and internal ones. Other great assets are the Daylite Mail Assistant, which integrates directly with Apple Mail something very few platforms do.

Daylite offers loads of customization options. These include a variety of ways to categorize and tag contacts, tasks, projects, deals, etc. It allows you to create custom and flexible reports, as well as administrative team and user permissions.

Daylite only has one plan. Pricing varies depending on region. Daylite offers a day free trial. It also includes a complimentary minute onboarding call to help new users get started. Learn more. Simple yet sophisticated. An easy-to-use CRM with marketing automation, contact management for clients, vendors, suppliers, and leads. Features sales force automation and customer satisfaction-inducing customer service tools. Really Simple Systems also offers advanced data security and encryption traits that make this CRM a favorite of government and financial organizations.

Generating a report is a bit more complex than it probably needs to be. Email templates for marketing campaigns are a little basic.

This is a great tool for managing your customers as it lets you view their estimates, invoices, and payments in one place. Method:CRM works well for small businesses and is especially powerful for verticals such as construction, field service, manufacturing, accounting.

To get any of the sales pipeline management tools you need the Pro edition. It has highly-detailed customer management with custom fields, for more degree contact views. With InfoFlo, you can choose whether it runs on the cloud or on-premise for added data security. Lastly, there is very competitive pricing if you go for the desktop version. InfoFlo does have a ton of useful tools. One drawback, though, is you should be prepared to put in the time mastering them all. Regarding subscription downsides, the cloud requires a minimum of 3 users which is not great for companies that only need 1 or 2 users.

All plans are basic with the option to select add-ons. For example, the Cloud Starter gets you 3 add-ons, while the Cloud Advanced gets you 5 add-ons. Additional add-ons can be purchased. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints.

Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations. Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. They offer an all-inclusive, single price package for task management, keeping tabs on contacts, tracking leads, making sure follow-ups are sent out.