This brief tutorial provides a step by step process that will enable you to import data into your ACT database directly from OutlookĪnd yes you are right, it was recorded using ACT 2009 however the procedure is exactly the same in ACT 2010 Compatible with Office 2007.Sage ACT 2010 / 2011 Training Tutorials – The most fantastic ACT resource on the web – Step By Step Tutorials, videos, audios, advice and a whole host of value – = You may even perform this operation in the background, without opening the merged document. All you need to do is insert an Excel->ACT field in your template. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. Let's say you want to add User1 and User2 and put the total in User3. 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. 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. Take a look at our user's manual for more on this. 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. Look at an invoice created with Quote/Invoice Maker. If you have already created your own templates, create a new template with Excel Templates with Quote/Invoice Maker for ACT! then copy and paste the information of your old template in the new template and you are ready to insert ACT! fields. Like with Excel Templates for ACT!, Excel Templates with Quote/Invoice Maker for ACT! makes creating templates a very simple process: in fact, it is as easy as creating a Word template from ACT! All you have to do is select a cell, pick the field you want to insert and click the Insert button. You select the sales/opportunities you want to include in the document and click OK.You open Excel Templates with Quote/Invoice Maker for ACT! and pick a template.It makes the generation of quotes and invoices a snap as it gives you the ability to merge opportunity data in your Excel spreadsheets! You are here: home > products > quote/invoice maker for act! act22Įxcel Templates with Quote/Invoice Maker for ACT! is an enhanced version of our Excel Templates for ACT! add-on.

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