Durkin Opportunity List Plus for ACT!
Contents
1. lt TBL_COMPANY Billing City gt Bill to Postal Code lt TBL COMPANY Shipping State gt lt TBL_COMPANY Billing State gt Bil to State lt TBL_COMPANY Shipping ZIP Code gt lt TBL_COMPANY Billing ZIP Code gt Dent A lt TBL COMPANY Shipping Country gt lt TBL COMPANY Country gt preset lt TBL_COMPANY Phone gt lt TBL COMPANY Phone gt Company Name lt TBL_COMPANY Fax Phone gt lt TBL COMPANY Fax Phone gt aisa ontact Name Created Date Creator Name Custom Field 10 lt OPP LI lt OPP LI iltem lt OPP LI Name gt lt OPP LI Pric lt OPP LI Tota i uantity gt Number SKU gt C Show SQL Names ia antiy gt Add Field Labels Add Field rT A SS TT twd j To add a field put the cursor in the template place where you want to add a the field choose the table from the Act Tables Table select the field you want to add and click the add field button To delete a field double click the field and in the window that pops up click the delete button See also Word Template DurkinOpportunity 32 Documents Create Document To create a document 1 Select the opportunity you want to create a document for 2 Click the Document button in the toolbar 3 Name the Document choose the Contacts to create the document for choose what to do before and after attaching the document and choose the template to use Before Attac2. Opportunity List Plus BETA Build 3 0 4 3 Click Finish to exit the wizard Cancel 7 Now when you restart ACT you will be prompted to register your trial version If you are registering this trial version then enter 1 Your Contact name DurkinOpportunity Installation 13 2 Your Email address then click on the REGISTER TRIAL button If you have already purchased and received a serial number then enter 1 Your Contact name 2 Your Email address 3 Your Serial Number then click on the REGISTER NOW button Durkin Opportunity List Plus Opportunity List Plus is for any user who needs more power and functionality in the opportunity list view http iwww DurkinComputing com 3 0 4 3 30 day s 8 Durkin Opportunity List Plus for ACT can be accessed by going to the TOOLS menu and selecting DURKIN OPPORTUNITY PLUS Synchronization Panel Handheld Setup Outlook Calendar Integration gt Export to Excel Customize gt Preferences If the software will be run in a Microsoft Terminal Server or Citrix Server please follow the required steps for each See also System Requirements Enter the Activation Key Upgrades DurkinOpportunity 14 Installation Enter the Activation Key The first time that Durkin Opportunity List Plus for ACT is run you will be prompted to enter an Activation Key or register the trial version You do not need an Activation C
3. Right clicking on the opportunity list AA i D Now tiation 4 Lost N Edit Assessment 5 Lost M Update tiation 4 Lost R Delete entation 5 _ Won Duplicate Show Hide Guery Go To Contact Save Query SN Create Lookup S Filter Row a Create Lookup Reversed Manage Queries amp J ke ueries wo x Clear Query Customize gt Gi Columns Hide Toolbar BA Sort Reset Panels A Group By Print New will create a new opportunity Edit will allow the opportunity to be changed Update lets you change the status and actual close date of the opportunity Delete will remove the opportunity Duplicate will make a copy of the opportunity Go to Contact will bring up a list of the contact s in the Schedule With field Create Lookup will bring up a list of the contact s in the Schedule With field Create Lookup Reversed will bring up a list oontact s that are not in the Schedule With field Queries allows you to show or hide the query and filter row save manage or clear a query Customize allows you to change the columns displayed how the columns are sorted or grouped Hide Toolbar will hide the toolbar for Durkin Opportunity List Plus for ACT Reset Panels will reset all the Durkin Opportunity List Plus for ACT panels back to the default settings Print Opportunity List will bring up the print window See also Help Home PDF Version Welcome Installation Options Toolbar Oueries DurkinOpportunity
4. before it is released In this case it s been built and tested 8 times Each of these builds are numbered so developers can keep track of changes and problems Think of it as versions of the released version Every release will have a unigue build number displayed on the far right side of the product entry In this example we can see that Durkin Opportunity List Plus for ACT has a build number of 3 0 0 Build 93 3 The major product number 0 The minor product number 0 Product modification number 93 The incremental build number 9 2010 Q 2009 9 2008 Adds power to manage and generate quotes projects events job sheets and proposals Offering a familiar easy to use interface delivering robust features Download Free Eval Now release notes learn more build 3 0 0 93 As products near their final release the product number will be incremented In this case the final release of this product will become 3 0 0 Build 100 See also System Requirements Installing from Internet Enter the Activation Key DurkinOpportunity 16 Options Options To change a settings go Tools gt Durkin Calendar Synchronization Panel Handheld Setup Outlook Calendar Integration gt mR Export to Excel Customize gt Preferences s x About Tab General Tab See also Help Home PDF Version Welcome Installation Toolbar Queries Right Click Menu Color Rules Invoice Number Gen
5. drop down to enter the filter text e g Won 4 Show Fields This option uses values in a second field to be compared to the first Rather than using the value from 3 Enter Filter Text this Option will use the value from a second field Does FieldA contain value from FieldB 6 Add Criteria Use this option to add additional criteria line s Show me all opportunites where the status contains Won and the Gross Margin is greater than 20 7 Remove Criteria Use this option to remove additional criteria 1 Click on the QUERIES button on the toolbar Queries 7 2 Click on the CLICK HERE TO ADD FILTER CRITERIA button 3 Select Status from the fields drop down 4 Select Egual from the comparison drop down 5 Enter the value of Won in the text box then click RETURN If you would like to add additional conditions 6 Click on the ADD CRITERIA button 7 Select Gross margin from the fields drop down 8 Select Greater Than from the comparison drop down 9 Enter the value of 20 in the text box then click RETURN This guery will return all rows where status contains won and the gross margin is greater than 20 See also Help Home PDF Version Welcome Installation Options Toolbar Right Click Menu Color Rules DurkinOpportunity 22 Queries Invoice Number Generation Documents DurkinOpportunity Right Click Menu 23 Right Click Menu The right click menu of Durkin Opportunity List Plus for ACT
6. of activities where priority is equal to High would read like this 1 Column TaskType 2 Comparison Equal 3 Clause High 4 Color Red In a sentence this would read Display all files with Red where the TaskType column contains a values of High See also Help Home PDF Version Welcome Installation Options Toolbar Oueries Right Click Menu Invoice Number Generation Documents DurkinOpportunity Invoice Number Generation 27 Invoice Number Generation This feature allows you may use one of several predetermined number seguences To create a auto numbering series follow these steps INV 2010 1234 Invoice number auto incremented CH TechONE Company from the current contact X8Q08R8D Randomly generated number Untitled Does not increment always Untitled Add Series Edit Series Remove Series V Use this window when adding 2 Click on the ADD SERIES button Description Type Auto Incremented Enter last number used m Random 0 1 characters long O ACT Field v Static No change 3 Enter the series descition and the last number used like INV 0345 4 Click on the SAVE button Auto incremented will take the previous number or letter and increment it by one Random will create a random string of letters and numbers the desired length Act Field will create the opportunity name from the selected contact field Static no change will always u
7. online community forum If you re unable to find what you re looking for in this help system try these alternative resources FAQs and Knowledgebase e Community Forum Search the FAQs or the Knowledgebase for common questions regarding Durkin e Knowledgebase Computing add ons and ACT e FAQ Contact our support department Customer Support support DurkinComputing com N Phone 1 973 625 1119 Contact our customer support department by email at support DurkinComputing com DurkinOpportunity 6 Welcome Emi How To Order Durkin Opportunity List Plus for ACT can be purchased by clicking the link below After entering your credit card information you will receive an activation key by email which can be entered into the evaluation version to register it SY Buy Now gt gt Also review the Suite Comparison Matrix to view the add ons bundles that can save you over 50 Credit cards accepted e Visa e MasterCard e American Express e Eurocard See also Ask Ouestions What is a PDF Manual How to Get Support End User License Agreement DurkinOpportunity Welcome 7 End User License Agreement License for Durkin Toolkit for ACT by Durkin Computing The software and documentation that accompanies this license collectively the Software is the proprietary property of Durkin Computing or its licensors and is protected by copyright law While Durkin Computing continues to own
8. our toolbar Appearance and Colorization You can define color conditions that are applied to all of your opportunities at all times Display all Customers as green or State New York as Blue You can guickly design your own color rules These color rules can be easily turned on off with a click off the mouse Auto number generator Allows for multiple auto number sequencing to be selected when entering a new opportunity guotes and or invoices You can seed these numbers with any alpha numeric combination These sequential numbers are stored in the ACT database folder so users will always be in sync Reschedule or reassign any activities in a single click or by simple dragging it onto another date Expanded Product and Contact Information The list support expandable rows that display products and or services attached to an opportunity Viewing this data on screen is not possible in ACT And can only be obtained by running a complex report We also expand the columns to all fields from the contact table You can include any column like ID Status or postal code on the list New filter selectors Filter opportunities on the screen by product name or product number SKU fields For more on filtering please see the Sorting Grouping and Filtering below Multiple Templates By default ACT only has one guote template but with our add on you can design multiple templates for multiple purposes and and give them names such as Ouotes Invo
9. 24 Right Click Menu Color Rules Invoice Number Generation Documents DurkinOpportunity Color Rules 25 Color Rules Color rules are designed to colorize records for rows that match a condition Color rules can be based on text condition like the one below In this color rule we are making all rows blue where the word Triumph apears in the MAKE column Color Rules Record created 7 days ago Rule Name iRecord is Completed LightBlue Record is Completed LightBlue 0 n Column Completed v Comparison v Date Today plus days Value rr ue Color and Font 71 All Column v Color Select Color J Style emy Gradient Horizontal v tun B pt Aria mn Lets try a simple color rule like Make all the files that the Department Sales highlighted in green First open the Color Rules window by selecting the Color Rules menu in Settings Click on the Add button at the bottom of the rules window Enter the Rule Name at the top of the window Lets enter Department Sales Change the column to Department Change the Comparison popup to Contains Change the Date Value s Custom radio selector to Values s Enter the value of Salesinto the Value 1 field Click on the Font amp Color tab Click on the color button near the bottom of the window and select the color green from the color picker window After you h
10. Calendar View Plus jr Jo feo fare ale foe Ri v mi ci Bi Si U E tiene loi k m a Durkin Opportunity List Plus for ACT User Manual Copyright Durkin Computing 2010 Created Monday March 08 2010 puting durkincom Productivity Tools for ACT Durkin Calendar Plus for ACT by Jim Durkin Copyright Durkin Computing 2010 Many thanks to the ACT Development Team Many Many thanks to all the beta testers Table of Contents 1 Help Home 2 PDF Version 3 Welcome Ask Questions How To Order End User License Agreement 4 Installation System Requirements Installing from Internet Enter the Activation Key Upgrades 5 Options About Tab General Tab 6 Toolbar 7 Queries 8 Right Click Menu 9 Color Rules 10 Invoice Number Generation 11 Documents Edit Document Word Template Durkin Template Create Document 21 23 25 27 28 29 31 32 Help Home 1 DurkinOpportunity Online Manual Welcome to the Durkin Opportunity List Plus for ACT online help system Browse through the help pages by clicking on the icons below or selecting pages in the table of contents to the left To guickly find specific product information enter search criteria in the search box above and click the search button i J O lt PDF Version Welcome Installation Options Toolbar Oueries Right Click Menu Color Rules amp amp Ask Us If you re unable t
11. EXTENT PERMITTED BY APPLICABLE LAW AND REGARDLESS OF WHETHER ANY REMEDY SET FORTH HEREIN FAILS OF ITS ESSENTIAL PURPOSE IN NO EVENT WILL DURKIN COMPUTING BE LIABLE TO YOU FOR ANY SPECIAL CONSEQUENTIAL INDIRECT OR SIMILAR DAMAGES INCLUDING ANY LOST PROFITS OR LOST DATA ARISING OUT OF THE USE DurkinOpportunity 8 Welcome OR INABILITY TO USE THE SOFTWARE EVEN IF DURKIN COMPUTING HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN NO CASE SHALL DURKIN COMPUTER S LI ABILITY EXCEED THE PURCHASE PRICE FOR THE SOFTWARE The disclaimers and limitations set forth above will apply regardless of whether you accept the Software 5 U S Government Restricted Rights RESTRICTED RIGHTS LEGEND All Durkin Computing products and documentation are commercial in nature The software and software documentation are Commercial Items as that term is defined in 48 C F R section 2 101 consisting of Commercial Computer Software and Commercial Computer Software Documentation as such terms are defined in 48 C F R section 252 227 7014 a 5 and 48 C F R section 252 227 7014 a 1 and used in 48 C F R section 12 212 and 48 C F R section 227 7202 as applicable Consistent with 48 C F R section 12 212 48 C F R section 252 227 7015 48 C F R section 227 7202 through 227 7202 4 48 C F R section 52 227 14 and other relevant sections of the Code of Federal Regulations as applicable Durkin Computing s computer software and computer software documen
12. OPP LI Pric lt OPP LI Tota i uantity gt Number SKU gt C Show SQL Names ia antiy gt Add Field Labels Add Field rT A SS TT twd j To add a field put the cursor in the template place where you want to add a the field choose the table from the Act Tables Table select the field you want to add and click the add field button To delete a field double click the field and in the window that pops up click the delete button See also Durkin Template DurkinOpportunity Documents 31 Durkin Template Quote Template Company ShipTo tpl Verb By Durkin ACT Tables Drag to add a table Custom Automobiles Document Group History Note lt MY Company gt QUOTE My Record lt MY Address 1 gt Quote Number lt OPP Name gt Est lt MY City gt lt MY State gt lt MY ZIP Code gt ACT Fields Drag to add a field Phone lt MY Phone gt Fax lt MY Fax Quote Date Phone lt OPP EstimatedCloseDate gt Associates Web lt MY Web Site gt Bill to Address 1 Bill to Address 2 Billing Address ippi Bill to City lt TBL COMPANY Company gt Company lt TBL COMPANY Company gt ai t Bill to Country lt TBL COMPANY Shipping Address 1 gt iade lt TBL_COMPANY Billing Address 1 gt Bill to Email calare pra Bill to Fax lt TBL COMPANY Shipping Address 2 gt lt TBL_COMPANY Billing Address 2 gt Bill to Phone lt TBL COMPANY Shipping City gt
13. a complex report Our lists not only display this information but also print export subtotal format and sort it DurkinOpportunity 4 Welcome ED Enterprises Instal Ernst Anderson ED Enterprises New Ernst Anderson ED Enterprises Upor Ernst Anderson EH Studios New Opp_ Ernst Anderson EH Studios Studio O Ernst Anderson FP Building Supplies Ernst Anderson FP Building Supplies Ernst Anderson Goldfish Records Pa Ernst Anderson Graham Electronics Ernst Anderson Harrison amp Graham Ernst Anderson Harrison amp Graham Ernst Anderson Harrison amp Graham Ernst Anderson Hershey Chocolate S_ Ernst Anderson Hershey Chocolste S_ Ernst Anderson Hershey Chocolate Ernst Anderson International Safari N_ Ernst Anderson International Safari S_ Ernst Anderson International Szfari U Ernst Anderson International Safari Ernst Anderson Johnson Design amp Bu Ernst Anderson Johnson Design amp Bu Ernst Anderson Making Technology T Ernst Anderson Malcolm Hall Main Of Ernst Anderson Ernst Anderson See also Help Home PDF Version Installation Options Toolbar Queries Right Click Menu Color Rules Invoice Number Generation Documents DurkinOpportunity Welcome 5 Get help from Customer Support or other resources Ask Someone Ask Us Post a question or search for an answer in our
14. ave closed the color picker window the color button will display the selected color 8 Click on Save 0 0 J OU W N H Now all you have to do is to close the rules window and click on the F5 key to refresh in the list Color Rules colorize all tasks in the list Color rules can apply to multiple tasks like all Meeting or to singular tasks like Details field Bring Projector Color rules are designed to colorize rows or columns from your activities that match any number of conditions Immediately we see three keywords we need to COLORI ZE tasks FROM the list that matches a CONDITI ON Hence we have the most basic Color Rule structure DurkinOpportunity 26 Color Rules COLORIZE ColumnName FROM the TaskList Where x ColumnValue The COLORIZE keyword allows us to color one column or all columns such as Task Type Regarding Date or location These columns are all available to you when you select Customize Columns COLOR Columns FROM the Task List Where x ColumnValue Lastly we want the color conditions This is the Where part of the select statement above For example we may want to display the color Red where the type of activities are high priority To do this we use the Color Rules builder to create the condition The rule is built for you by selecting just three simple conditions 1 The column to apply the rule to 2 The comparison operator 3 The value to compare 4 The color to highlight In the example
15. eration Documents DurkinOpportunity Options 17 About Tab This tab gives you general information about Durkin Opportunity List Plus for ACT and lets you set some settings N HR Durkin Opportunity Plus Purchase a serial number Read the online manual Copyright Durkin Computing amp 2010 Build 3 0 4 3 for ACT 12 0 409 0 Ask guestions on the forums Get support online About General 7 Use Durkin Opportunity Plus Master Switch Support for multiple monitors Requires ACT Visual Style Registration Warning This computer program is protected by Ities and will Serial i copyright law and international treaties i ana mn or distribution may result in inal p J Contact email Sinale User Version Data Path Documents Durkin Computing Durkin Views OpportunityList Use Durkin Opportunity Plus Master Switch shows Durkin Opportunity List Plus for ACT when checked Support for multiple monitors Requires ACT restart shows Durkin Opportunity List Plus for ACT in it s own window separate from ACT when checked Visual Style sets the fashion and color of Durkin Opportunity List Plus for ACT The selections are Standard 2003 Standard 2005 Office 2003 and Office 2007 If The Durkin Toolkit for ACT is installed this setting is supesceded by the Toolkits setting and should be set there The number serial registering name and email can be found along with where preferences for Durkin O
16. ermanent basis to another person or entity provided that you retain no copies of the Software and the transferee agrees to the terms of this license and E use the Software in accordance with any additional permitted uses set forth in Section 8 below 1B You may not A copy the printed documentation which accompanies the Software B sublicense rent or lease any portion of the Software reverse engineer decompile disassemble modify translate make any attempt to discover the source code of the Software or create derivative works from the Software C use a previous version or copy of the Software after you have received a disk replacement set or an upgraded version Upon upgrading the Software all copies of the prior version must be destroyed D use a later version of the Software than is provided herewith unless you have purchased corresponding maintenance and or upgrade insurance or have otherwise separately acguired the right to use such later version E use if you received the software distributed on media containing multiple Durkin Computing products any Durkin Computing software on the media for which you have not received a permission in a License F use the Software in any manner not authorized by this license nor G use the Software in any manner that contradicts any additional restrictions set forth in Section 8 below 2 Updates You may obtain Updates for any period for which you have purchased upgrade insurance for
17. hing options are no conversion convert to pdf convert to doc and convert to rtf After Attaching options are no action open document and email document Print Documentf s Document Options New Document Home Office Select Contacts Louise Harper Make a separate and unique document for each contact Attach new document to contact s Before Attaching No Conversion v Ate Attaching MARTTI gt Create a history this document was created attached Templates From this template E gt ERE Quote Template 44 tpl Quote Template Company ShipT o tpl Quote Template Company tpl Quote Template Contact tpl Auto expand the table on the template to fit all line items 4 Click the create button to make the document See also Edit Document DurkinOpportunity Create 1 Templates gt Index PDF Back Cover 33 DurkinOpportunity DurkinOpportunity
18. ice US invoice UK and Project Status Add colors based on text such as send RFP follow up whitening oil change take X ray etc Template to PDF to Email Templates can be quickly generated automatically converted to a PDF and then attached directly to an email ready to send All you need to do is fill in the email body or use our email template to do that for you Tighter Data Coupling with SQL Data mining You can define simple or complex conditions that can be used to filter format group tabulate or find rows which conform to any criteria All these features together help you analyze data from different perspectives and summarize it into useful information information that can be used to increase revenue cut costs or both Deeper data integration All of our add ons have deeper data integration then the native ACT list For example we display the actual notes text rather than a simple icon all the contact names are listed on an appointment rather than lt Multiple Contacts gt and we can display more than 10 users at one time on the Task List and Calendar View a limitation in the current ACT 10 product Expandable Data Most Durkin add ons lists support expandable rows to display secondary information like any contact fields when viewing the task list or product names when viewing an opportunity Viewing this data on screen is not possible in ACT And can only be obtained by running
19. ing com Rn Esme crea While files from the Intemet can be useful this file type can potentially harm your computer F you do not trust the source do not Tun or save this software What s the risk 2 A security warning screen may appear Click Run to continue ie II E The publisher could not be verified Are you sure you want to run this software Name AppData Desktop BETA_OLP10_3043_setup exe Publisher Unknown Publisher Type Application From C Users George AppData Desktop BETA_OLP1O an Cem 7 Aways ask before opening this fie fy Ts fle does not have a valid digtal signature that verfies ts 9 publisher You should only run software from publishers you trust How can decide what software to run 3 Once downloaded the following Welcome screen will appear Click Next Welcome to the InstallShield Wizard for Durkin Opportunity List Plus BETA Build 3 0 4 3 The InstallShield R Wizard will install Durkin Opportunity List Plus BETA Build 3 0 4 3 on your computer To continue click Next WARNING This program is protected by copyright law and international treaties 4 You will be asked to accept the license agreement Check agree and then click next to continue the installation DurkinOpportunity nj durkincom Productivity Tools for ACT puting License for Opportunity List Plus by Durkin Computing The software and docume
20. mplate Company ShipTo tpl Verb By Durkin ACT Tables Drag to add a table Custom Automobiles Document Group History Note lt MY Company gt QUOTE My Record lt MY Address 1 gt Quote Number lt OPP Name gt ms lt MY City gt lt MY State gt lt MY ZIP Code gt ACT Fields Drag to add a field Phone lt MY Phone gt Fax lt MY Fax Quote Date Phone lt OPP EstimatedCloseDate gt Associates Web lt MY Web Site gt Bill to Address 1 Bill to Address 2 Billing Address ippi Bill to City lt TBL COMPANY Company gt Company lt TBL COMPANY Company gt ai t Bill to Country lt TBL COMPANY Shipping Address 1 gt iade lt TBL_COMPANY Billing Address 1 gt Bill to Email calare pra Bill to Fax lt TBL COMPANY Shipping Address 2 gt lt TBL_COMPANY Billing Address 2 gt Bill to Phone lt TBL COMPANY Shipping City gt lt TBL_COMPANY Billing City gt Bill to Postal Code lt TBL COMPANY Shipping State gt lt TBL_COMPANY Billing State gt Bil to State lt TBL_COMPANY Shipping ZIP Code gt lt TBL_COMPANY Billing ZIP Code gt Dent A lt TBL COMPANY Shipping Country gt lt TBL COMPANY Country gt preset lt TBL_COMPANY Phone gt lt TBL COMPANY Phone gt Company Name lt TBL_COMPANY Fax Phone gt lt TBL COMPANY Fax Phone gt aisa ontact Name Created Date Creator Name Custom Field 10 lt OPP LI lt OPP LI iltem lt OPP LI Name gt lt
21. ntation that accompanies this license collectively the Software is the proprietary property of Durkin Computing or its licensors and is protected by copyright law While Durkin Computing continues to own the Software you will have certain rights to use the Software after your acceptance of this license This license governs any releases revisions or enhancements to the Software that the Licensor may furnish to you Except as may be modified by an applicable Durkin Computing license certificate license coupon or license key each a License Module that accompanies precedes or follows this license your rights and obligations with respect to the use of this Software are as follows DI accept the terms in the license agreement I do not accept the terms in the license agreement InstallShield lt Back Next gt Cancel 5 This window displays the folder location of your current ACT installation The default installation folder is c program files ACT Act for Windows Plugins Click Next durl incomputin AG A Productivity Tools for ACT Install Durkin Opportunity List Plus BETA Build 3 0 4 3 to C Program Files ACT Act for Web Plugins Installshield E pi 6 When complete a message will appear indicating that the installation was successfull Click Finish to complete the installation InstallShield Wizard Completed The InstallShield Wizard has successfully installed Durkin
22. o find what you re looking for in this help system try these alternative resources e DurkinComputing com e Community or contact our support team support DurkinComputing com Invoice Number Documents Most popular pages Generation e Help Home e Welcome e Installation Ask Questions System Requirements Installing from Internet What is a PDF Manual Enter the Activation Key How To Order Upgrades DurkinOpportunity 2 PDF Version Page http www durkincomputing com HelpConsole2008 DurkinToolkit manual pdf could not be added DurkinOpportunity Welcome 3 DurkinOpportunity ACT y Sage Durkin Opportunity List Plus for ACT adds the power to manage and generate guotes projects events job sheets and proposals Offering a familiar easy to use interface delivering robust features Durkin Opportunity List Plus for ACT is embedded inside ACT s easy to use interface so there s no need to run multiple applications or launch external programs Once installed you will wonder how you got along without it This opportunity management addon for ACT is a must have for any power user Easy To Use ACT Addons Advanced List Management Opportunity List Plus adds a variety of powerful features to ACT s native opportunity list to help you efficiently manage your opportunities When you install Opportunity List Plus you ll immediately experience a more detailed list that uses powerful list management tools accessible on
23. ode to trial the software The activation key is provided when the software is purchased and when entered registers the software The trial version is the full working software but is limited to a 30 day period At the end of the 30 days the software will stop working and you will need to purchase an activation code Please see How To Order for more information If a valid activation key is not entered within 30 days of installing Durkin Opportunity List Plus for ACT a message will appear stating that the evaluation has expired and the software will not run Durkin Opportunity List Plus Opportunity List Plus is for any user who needs more power and functionality in the opportunity list view http www DurkinComputing com 3 0 4 3 1 973 625 1119 l 1 it e ra 30 day s See also System Requirements Installing from Internet Upgrades DurkinOpportunity Installation 15 Upgrades All hotfixes and patches are posted on our download page at http www durkincomputing com Download aspx All minor incremental version numbers are always free upgrades because these releases include fixes and also minor product enhancements All major product increments include major product enhancements and so are chargable upgrades What is a build number The process of compiling and packaging an application is sometimes referred to as building A version such as 2 0 0 Build 8 will be compiled many times
24. omputing Should you have any guestions concerning this Agreement or if you desire to contact Durkin Computing for any reason please write to Durkin Computing Customer Service 89 Florence Ave Denville N 07834 U S A 8 Payment Licensee shall pay the Total Fee in accordance with the terms of payment set forth by Licensor Licensee shall pay all invoices rendered by Licensor within thirty 30 calendar days after the invoice date or within a time frame agreed upon by Licensor If Licensee fails to pay any amount due within thirty 30 days from the invoice date Licensee shall be responsible to pay to Licensor late charges egual to the lesser of 1 5 per month or the highest interest rate allowable by applicable law together with all expenses and collection costs including reasonable attorneys fees incurred by Licensor in enforcing the Agreement Licensee shall reimburse Licensor for any out of pocket expenses incurred in connection with duties performed by Licensor hereunder Upon reguest Licensor shall provide Licensee with reasonable documentation evidencing the out of pocket expenses incurred by Licensor See also Ask Ouestions How To Order What is a PDF Manual How to Get Support DurkinOpportunity Installation 9 Installation Refer to the checklist below when installing and configuring Durkin Opportunity List Plus for ACT on your PC Implementation Checklist e System Requirements e Installing from the Inte
25. ou change the status and actual close date of the opportunity Delete will delete the selected opportunity Color will open up the Color Rules window To see more on color rules go to the Color Rules section Documents will let you select a template to create a document from based on information in the activity To see more on documents go to the Documents section Oueries will show opportunities that match specific conditions To see more on gueries go to Oueries section In the Oueries drop down Show Hide Ouery will hide the guery builder if shown or show if hidden Save Query will save the current query Filter Row will show the filter row if hidden or hide it if is shown Manage Queries brings up a window to manage the queries Clear Query will reset the query to start over again Columns will bring up a window to add or remove columns from the opportunity view Primary columns are columns for the opportunity Drill down Columns are to add columns for the opportunity products if shown In the Columns drop down New Column Set will create a new column set Save Column Set will save the current column set Customize Columns is the same as clicking on the Columns button in the toolbar Manage Column Sets opens up a window that lets you create remove and select column sets Sort brings up a window that allows you to sort opportunities on up to four different fields Group By brings up a window that allows you to group opportunities on
26. pportunity List Plus for ACT are stored See also General Tab DurkinOpportunity 18 Options General Tab General setting for Durkin Opportunity List Plus for ACT ia About Durkin Opportunity Plus Ex Ea Du rkin Opportunity Plus Purchase a serial number Read the online manual Copyright Durkin Computing 2010 Build 3 0 4 3 for ACT 12 0 409 0 Ask questions on the forums Get support online About i Genera V Use Next Number Automatically Generated when adding Use Virtual Mode when possible for lis 1000 E lt Virtual mode is guicker but does not suppport color rules or drill down rows When ON the list harkarnund color will ahwave he liaht hlue When checked Use Next Number Automatically Generated checkbox will bring forward a window to allow opportunities to be numbered When checked Use Virtual Mode the grid will show only what is visible to the user this will speed up Durkin Opportunity List Plus for ACT Turning on this feature will set the background color to light blue See also About Tab DurkinOpportunity Toolbar 19 Toolbar The different buttons on the toolbar and their uses C New Edit V Update 8 Delete Color X Documents Queries ET Columns 34 E qh G Options E Refresh 5 Excel m Print 2 Help v New will create a new opportunity Edit will open up the selected opportunity to change Update lets y
27. rnet e Enter the Activation Key e Upgrades Getting Started M lt System Installing from Reguirements Internet See also Help Home PDF Version Welcome Options Toolbar Oueries Right Click Menu Color Rules Invoice Number Generation Documents si Enter the Activation Key A Upgrades DurkinOpportunity 10 Installation System Reguirements ACT Software e ACT Standard or Premium 10 2 or better e Windows XP Professional Windows 2003 Windows Vista Windows 2008 e 256 megs RAM e Harddrive Space 50 megs e Microsoft Word and or Outlook suggested Internet Browser Software e All browsers supported Required for on line help See also Installing from Internet Enter the Activation Key Upgrades DurkinOpportunity Installation 11 Installing from Internet The setup program will install Durkin Opportunity List Plus for ACT to a folder that you specify It is good practise to install to a designated web server Ensure that your workstation or web server meets the recommended requirements as outlined in System Reguirements Follow the steps below to install Durkin Opportunity List Plus for ACT 1 Download Durkin Opportunity List Plus for ACT from http www durkincomputing com Download aspx the following message will appear Click Run Do you want to run or save this file Name BETA OLPI0 3043 setup exe Type Application 11 2MB From durkincomput
28. se this as the opportunity name See also Help Home PDF Version Welcome Installation Options Toolbar Oueries Right Click Menu Color Rules Documents DurkinOpportunity 28 Documents Documents How to create save and send documents M X Edit Document Create Document See also Help Home PDF Version Welcome Installation Options Toolbar Oueries Right Click Menu Color Rules Invoice Number Generation DurkinOpportunity Documents 29 Edit Document To create a document 1 Click the Document button in the toolbar Templates lt 2 Click the Templates button to show the editing part of the window 3 Select the template to edit and click the Edit button Template Location Add Invoice Template tpl C Documents and Settings jim durk Quote Template A4 tpl C Documents and Settings jim durk Duplicate Quote Template Company ShipT o C Documents and Settings Quote Template Company tpl C Documents and Settings jim durk ans Remove Quote Template Contact tpl C Documents and Settings jim durk lt i E 4 Depending on the Act preference of default word processor you will continue with one of the following pages The Word Template if Microsoft 2002 XP 2003 or 2007 is the preference or Durkin Template if Act Word Process is choosen s X Word Template Durkin Template See also Create Document DurkinOpportunity 30 Documents Word Template Quote Te
29. tation are licensed to United States Government end users with only those rights as granted to all other end users according to the terms and conditions contained in this license agreement 6 Export Regulation Export re export of this Software is governed by the laws and regulations of the United States and import laws and regulations of certain other countries Export or re export of Software to any entity on the Denied Parties List and other lists promulgated by various agencies of the United States Federal Government is strictly prohibited 7 General This Agreement will be governed by the laws of the State of New Jersey United States of America This Agreement and any related License Module is the entire agreement between You and Durkin Computing relating to the Software and i supersedes all prior or contemporaneous oral or written communications proposals and representations with respect to its subject matter and ii prevails over any conflicting or additional terms of any guote order acknowledgment or similar communications between the parties This Agreement shall terminate upon your breach of any term contained herein and you shall cease use of and destroy all copies of the Software The disclaimers of warranties and damages and limitations on liability shall survive termination This Agreement may only be modified by a License Module which accompanies this license or by a written document which has been signed by both you and Durkin C
30. the Software you will have certain rights to use the Software after your acceptance of this license This license governs any releases revisions or enhancements to the Software that the Licensor may furnish to you Except as may be modified by an applicable Durkin Computing license certificate license coupon or license key each a License Module that accompanies precedes or follows this license your rights and obligations with respect to the use of this Software are as follows 1A You may A use that number of copies of the Software as have been licensed to you by Durkin Computing under a License If the Software is part of a suite containing multiple Software titles the number of copies you may use may not exceed the total aggregate number of copies so indicated in the License as calculated by any combination of licensed Software titles Your License shall constitute proof of your right to make such copies If no License accompanies precedes or follows this license you may make one copy of the Software you are authorized to use on a single machine B make one copy of the Software for archival purposes or copy the Software onto the hard disk of your computer and retain the original for archival purposes C use the Software on a network provided that you have a licensed copy of the Software for each computer that can access the Software over that network D after written consent from Durkin Computing transfer the Software on a p
31. the product entered into a maintenance agreement that includes Updates or otherwise separately acguired the right to obtain Updates This license does not otherwise permit you to obtain and use Updates 3 Limited Warranty Durkin Computing warrants that the media on which the Software is distributed will be free from defects for a period of sixty 60 days from the date of delivery of the Software to you Your sole remedy in the event of a breach of this warranty will be that Durkin Computing will at its option replace any defective media returned to Durkin Computing within the warranty period or refund the money you paid for the Software Durkin Computing does not warrant that the Software will meet your reguirements or that operation of the Software will be uninterrupted or that the Software will be error free THE ABOVE WARRANTY IS EXCLUSIVE AND IN LIEU OF ALL OTHER WARRANTIES WHETHER EXPRESS OR IMPLIED INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE AND COUNTRY TO COUNTRY 4 Disclaimer of Damages SOME STATES AND COUNTRIES INCLUDING MEMBER COUNTRIES OF THE EUROPEAN ECONOMIC AREA DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE BELOW LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU TO THE MAXIMUM
32. up to four different fields The Plus Minus buttons will expand or collapse the group sections Options will bring up the Options window To see more go to Options section Refresh will refresh the opportunity view Excel will export the activities shown currently in the view to Microsoft Excel Microsoft Excel reguired See also Help Home PDF Version Welcome Installation Options Oueries DurkinOpportunity 20 Toolbar Right Click Menu Color Rules Invoice Number Generation Documents DurkinOpportunity Queries 21 Queries The Query builder allows you to design a single or a multi column advanced query A query is a method of filtering the list Once you have designed a query the list will be filtered on those conditions To create a new guery 1 Select the desired field to guery 2 Select the comparison e g Egual 3 Enter a value e g Won then click ENTER on your keyboard 4 This will show all opportunities with a status of won See 80 RIKI The guery builder contains some more advanced guery options Status Eaual ME Pa 6 D Select Comparison Filter Text Show Fields Fields Selector Add Criteria Remove Criteria 1 Select Fields Use this drop down to select the ACT field to filter on Status 2 Comparison Selector Use this drop down to select the comparison operator e g Contains Starts With or Egual 3 Enter Filter Text Use this
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