User Manual
Contents
1. The Contacts from Company feature gives you the ability to quickly create a contact record in the ACT database for the current company without having to leave the company view in ACT This makes is very quick and easy to create contacts based on companies See the example below for steps on how to use this feature 52 ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Company Schedule Write Reports Tools Help Companies Company zi New Company ns of E 27 d NewDivision s AccountCenier M idvanced Loc Duplicate MN Create Looku Hierarchy Q e pany Insert Company Note F9 Add pt Record Company History Ctrl H Contacts w bj Attach File Ctrl 1 Fax Groups Toll Free City Web Site State ER Create Contact from Company Companies ID Status Country Referred Move Company Ticker Calendar Company Membership b ros af Contact from Company N m Task List Contacts I Update Links nents Addre show For Contacts a B R Groups za Regarding amp Opportunity rmimnnE TEA IRE Once you click on Contact from Company item you will be presented with the New Contact dialog box Note The business address is automatically populated based on the company address you already have entered into ACT 23 AccountCenter New Contact Company Contact Titl2. The advanced lookup tool gives you the ability to do all boolean logic operators and full SQL searches of ACT companies This feature is not available in ACT alone You only have the ability to do advanced lookups for ACT contacts with ACT alone Now you have the ability to do these same types of advanced queries for your ACT companies See the examples below 21 AccountCenter ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Group Schedule Write Reports Tools Groups cr All Groups gt i ka 5 i AccountCenj N pl Schedule gt 4 Other Fields R Save Lookup as Group Contacts In hational Employees gt 22 Contacts Not In Advanced Lookup A Employees Contacts gt Companies gt Calendar Once you click on Advanced Lookup you will be presented with the ASDS Advanced Lookup dialog box From here you can create your query as well as Load and Save queries for future use See below ASDS Advanced Lookup lk Clear CurrentRow Move Up Move Down Ma Remove CH Gourmet Coffee CH Gourmet Gifts CH Gourmet Gifts Administration 22 Using AccountCenter 3 Company Menu In addition to these features being accessed from the AccountCenter toolbar you will have Contacts from Company as well as Update Links available from the Company menu See the examples below Creating a contact from a company
3. your accounts not your contacts System Requirements Computer with a Pentium Ill or better processor e Microsoft Windows 2000 XP or 2003 ACT 2005 Standard or Premium or later Note For ACT 2005 you MUST be using 7 0 4 AccountCenter Help Copyright O 2005 ASDS Computer Company All rights reserved f ASDS EC5S4MRUTER 31 Index A Accessing Account Calendar 18 ACCESSING as KRONEN 18 Account Calendar AA ada 18 MIEWI O CE ONA GG i 14 Account Calendar 14 Account Calendar 18 Account Calendar Button 3 Account TIME 3 16 AccountCenter ACP 1 17 19 33 hstallng 17 Daft sis iin 1 AccountCenter en 1 RecolntCenteri ona adda 3 BECOUNECENLER 5 socia ocio tarda 6 Acc ntlenter sry 7 AccountCenter ehe 17 AccountCenter 19 AccountCenter 33 AccountCenter Dynamic Company Maldar ay la 29 AccountCenter Help Copyright 33 AccountCenter Menus Overview 17 AccountCenter Navigator 6 AccountCenter toolbar buttons 11 12 13 AccountCenter toolbar 1 3 7 AccountCenter toolbar 11 AccountCenter toolbar 12 AccountCenter toolbar 13 AccountCenter toolbar 14 AccountCenter toolbar 18 AccountCenter toolbar 26 AccountCenter toolbar 29 AccountCente
4. ei ea 7 Meeting Held 7 Microsoft VVindovvs 2000 33 Modified Lookup Menu 19 MUSE einne 33 N New Contact une 13 26 NOT ee 7 19 NOTE ee 7 o Da e ena 11 13 14 P Part AccountCenter 1 34 PANG EI sali 1 Penta aid dade 33 Premiuma sis 33 R Record Alsto woo rar 7 Recording E as 7 Recording anna 7 S N 11 19 Schedule Activity 7 Schedule BUON waza wan ae 3 7 See BELOW akee ienen iei 14 DE ae 3 11 19 Standard este 33 Started o een 1 Started A a el pers 1 System Requirements 33 T hesen h ad 1 17 10 40 O 7 U Update Links 12 26 Update Links Button 3 Updating Company Links 12 26 dl AA 12 Ubdar nd ao 26 a saa alan 16 USE inh puttin Cane 12 V View Account Calendar 14 M OMA aaa 14 VEW rcas aq m sa 18 View Menu 18 X AP cat castes WSA Man 33 Z Zip Codi nee 3
5. will bring up the Record History dialog box 5 Fill out the information as required See example below Groups Schedule Write Reports Tools Help 5 5 5 6 Aveo gt pi schedule Advanced Lookup Update Link Meeting Helc PIEEUNG nc N Meeting Not Held 113 East 54th St 35 Suite 201 z L i After choosing Meeting Held the following dialog box appears AccountCenter 63 Record History Using AccountCenter 3 Advanced Lookup The advanced lookup tool gives you the ability to do all boolean logic operators and full SQL searches of ACT companies This feature is not available in ACT alone You only have the ability to do advanced lookups for ACT contacts with ACT alone Now you have the ability to do these same types of advanced queries for your ACT companies See the examples below for specific steps on using this feature Creating an advanced query 1 Click the Advanced Lookup button on the AccountCenter toolbar This brings up the ASDS Advanced Lookup dialog box 2 Enter the operators using standard boolean logic or SQL type query language 3 Click Save if you wish to save this query for later use 4 Click OK to process the query See the example below ASDS Advanced Lookup Main 4 Load save StartsWith 2 Clear EqualTo Value One Value Two Company Stat
6. and the result will be a list of the contacts that are part of those companies you selected See the examples below 17 AccountCenter ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Company Schedule Write Reports Tools l Companies ag All Companies RA 8 AccountCer Name Mchedule Ac mn ne Main Phone City State ZIP Code ID Status Other Fields O a qi Save Lookup as Company comes Contacts Not In OOH Advanced Lookup Contacts y e Groups y ea Once you click Contacts In you will be presented with the select dialog box See below 18 Using AccountCenter amp Lookup Contacts Select the items to find contacts on _ A1 Services ID Services of UK Services US Operations ABS Garages Ltd M Ace Pet Store L American Dreams Y Arcadia Ave Florist Best Lender Financing L Black Forest Baking Boomers Artworx Boomer s Artworx _ Brandee s Bakery _ Brock Lathers and Freedman Brushy s Golfing World Cadbury Captains of Industry gz L CH Holding _ Chocolate Trade Associations Cirde Photography Coffee Producers of Australia _ Continental Energy 1 Corleone s Pasta Company C County Tennis Supplies Dittmeier Delights D Django Lookup contacts that are NOT associated with a company or group Th
7. cuments Addresses Company Info En Add Remove Contacts Opportunity z List Colleen McCarthy Ace Pet Store 541 555 3648 Owner Operator Sandy Ryan Ace Pet Store 541 555 9842 Buyer E mail w Internet Services Navigator Allows you to scroll through the company list in detail view based on a lookup of companies Schedule Button You have two options via the schedule drop down menu You can either schedule an activity or clear an activity for the current company you are viewing By default the contact selected on the Contacts tab will be used to schedule the activity Advanced Lookup Button Supports all Boolean logic operators and full SQL searches of ACT companies Using AccountCenter Update Links Button Creates companies from contacts and links contacts to companies Contact from Company Button Allows for quick creation of a contact based on the current companies details without leaving the company view Account Calendar Button Provides a calendar that is filtered for the current company and or group Account Time This tool will snow you the current time for the account you are viewing It is based on the Zip Code that is entered for the company AccountCenter 1 AccountCenter Navigator The AccountCenter navigator is used to scroll through your current list of companies in the company detail view Selecting the single arrows scrolls one record at a time and selecting the double arrow
8. e Phone 0555216 se Phone E mail Business Address Address 41169 Alec Lane city Country United States v O me Updating Company Links The Update Links feature will link all contacts to a corresponding company record This feature makes quick work of creating company records for contacts that already exist in the database This feature is simple and quick to use See the example below 24 Using AccountCenter ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Company Schedule Write Reports Tools Help Compan 5 New Company Ins 5 gi vanced Loc a l New Division Duplicate Delete Ctrl Del i 48 AccountCenter Q Create Lookup Insert Company Note F9 pt 5 Record Company History Ctrl H Attach File Ctrl I Unlink from Company Create Contact from Company Create Company from Contact Move Company Company Membership gt q Contact from Company 2 Update Links Contacts X gt Groups gt gt 7 y A wozy 1 10 PM New Opportunity New Once you click the Update Links item you will see a progress indicator to show the updates being processed See an example of this below Progress Updating Company Links 54 of 131 25 AccountCenter AccountCenter Dynamic Company Navigator AccountCenter Dynamic Company Navigator The dynamic company navigator fea
9. e 6 Boomer s Artworx AZ CH Gourmet Coffee CH Gourmet Gifts NY CH Gourmet Gifts Administration NY CH Gourmet Gifts Sales NY CH Gourmet Imports Total 15 AccountCenter 4 Update Links The Update Links feature will link all contacts to a corresponding company record This feature makes quick work of creating company records for contacts that already exist in the database This feature is simple and quick to use See the example below for steps on how to use this feature Updating Company Links 1 Click the Update Links button on the AccountCenter toolbar 2 Wait for the process to complete This happens automatically with no User intervention required See example of the progress indicator below Progress Updating Company Links 54 of 131 10 Using AccountCenter 5 Contacts from Company The Contacts from Company feature gives you the ability to quickly create a contact record in the ACT database for the current company without having to leave the company view in ACT This makes is very quick and easy to create contacts based on companies See the example below for steps on how to use this feature Creating a contact from a company 1 Click the Contact from Company button on the AccountCenter toolbar This will bring up the New Contact dialog box 2 Enter the needed information in the various fields on the New Contact dialog box Note The business address is automatically popu
10. h St 555 2485 Suite 201 555 8745 kj 555 2157 New York B chaourmetaifts com State NY ZIP Code 10008 y Country United States v vi After choosing Meeting the following dialog box appears AccountCenter Schedule Activity General Details Recumence Availability Start Date Start Time an v 11 34PM End Date End Time 11 10 2005 ei 12 34 Schedule With Fenderline Fred CH Gourmet Gifts Associate With CH Gourmet Gifts Regarding Resources None Priority Color Ring Alarm Low No alarm C Private NOTE One of the key benefits of using the AccountCenter schedule button is when you are NOT on the contacts tab in the company view By default ACT will just automatically schedule it for the record you were on however with AccountCenter we will pull up a box for you to choose the correct contact to schedule the activity for See the example below Using AccountCenter amp Select Contact Please select from the contacts below Music and Lighting Coordinator Recording a History 1 Click the arrow next to the schedule button to bring down your list of options 2 Hover over Meeting Call or To do to expose the flyout options for these types of activities 3 From the flyout menu select the desired results you wish to record a history for 4 This
11. iew Company Lookup Contacts Groups Schedule Write Reports Tools Help al Companies 4 company List El 9 E 5 7 5 6 2 AccountCenter I Record 10f 40 gt P Schedule Advanced Lookup UpdateLinks g Contact from Company EJ Account Calendar Hierarchy Ace Pet Store y Divisions Company Ace Pet Store Address 925 Cabby St Phone 423 555 1221 P O Box 123 Fax 423 555 7412 cid Toll Free 800 555 2453 Eugene y Web Site www acepet7 com State jor x ZIP Code 97401 ID Status Customer v Country united States v ReferredBy E mail Campaign vi i Ticker w Contacts Notes History Activities Opportunities Documents Addresses Company Info Add Remove Contacts Colleen McCarthy Ace Pet Store 541 555 3648 Owner Operator 29 Sandy Ryan Ace Pet Store 541 555 9842 Buyer Opportunity List E mail Internet Services NOTE When ACT loads with AccountCenter installed the companies are sorted based on ACT s Edit gt Sort settings only applicable to Contact records By default those are Company name and then Contact This can make it appear that your company records are sorted randomly when you have many contacts with no company name You can alleviate this by ensuring that all of your contacts have data in their Com
12. is lookup will bring up a box to select the desired companies and the result will be a list of the contacts that are NOT part of those companies you selected See the examples below 19 AccountCenter ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Company Schedule Write Reports Tools Companies ce All Companies ot gi ra 8 Accounilen N Mchedule 44 Ac SSS SSS Main Phone 9 DE City State ZIP Code ID Status Other Fields E Save Lookup as Company 5 Contacts In Advanced Lookup Contacts gt Groups gt lt lt il Once you click Contacts Not In you will be presented with the select dialog box See below 20 Using AccountCenter amp Lookup Contacts Select the items to find contacts on L A1 Services A1 Services of UK C Ai Services US Operations C ABS Garages Ltd Ace Pet Store C American Dreams Arcadia Ave Florist Best Lender Financing _ Black Forest Baking Boomers Artworx Boomer s Artworx C Brandee s Bakery L Brock Lathers and Freedman C Brushy s Golfing World _ Cadbury Captains of Industry gz L CH Holding C Chocolate Trade Associations L Cirde Photography C Coffee Producers of Australia L Continental Energy Corleone s Pasta Company County Tennis Supplies C Dittmeier Delights L Django Consulting i MO Advanced Company Lookups
13. kup Company Schedule Write Reports Tools Companies E All Companies y G m i Accountlen Name m Schedule 4 EEE Main Phone PORE cy State ZIP Code Contacts 1D Status AB Other Fields 2 JL Nea Save Lookup as Company 4 Contacts In s wu Contacts Not In A Companies Advanced Lookup i EE Contacts gt i v Calendar OPS Without AccountCenter ACT installed in order to do lookups on company fields you would have been forced to go to LOOKUP gt COMPANIES gt FIELD However as you see above The company fields are moved directly to the top of the lookup menu 15 AccountCenter 1 View Menu In addition to accessing the Account Calendar from the AccountCenter toolbar you can also access this feature under the View menu in ACT while in the Company view or the Group view See the example below ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Group Schedule Write Reports Tools Help O cows contacts u aria gt i F Aceou ES Contact List 9 Schedule Advanced Lookup E Acc AAA Calendar gt A Task List F7 Opportunity List Shift F7 Groups b a iia ase ae Contacts Tal Group List F10 EE Companies Employees Company List Alt F10 a B E mail Companies Mini calendar F4 Activities Tab Alt F9 Notes Tab Alt Shift F9 History Tab Shift F9 Groups Companies Tab Ctri F9 Opportunit
14. lated based on the company address you already have entered into ACT 3 Click OK to create the new contact record See the example below 6 New Contact 5 Tile Phone U Be LS Phone E mail Business Address Address 41169 Alec Lane NOE City Boise w Country United States v h Cen 11 AccountCenter 6 Account Calendar The Account Calendar feature will let you look at a calendar that is filtered just for the current company group that is selected This gives you a quick snapshot of the activities scheduled just for the company you are looking at See the examples below Viewing the Account Calendar 1 Click the Account Calendar button from the AccountCenter toolbar 2 Click OK to the warning message that appears See Below AccountCenter If you change the calendar view or filter you will need to re apply this filter using the View Groups Companies button onthe top left of the calendar view E Do not show this again You are now presented with a calendar that is filtered for only the current company or group you were working in at the time you pressed the Account Calendar button If you wish to view the calendar for another company this is achieved by pressing the omeanies_ button This will pull up the dialog box shown below NOTE When you first start ACT with AccountCenter you will need to change views at least once after looking up a compa
15. mi HR Wf 77 AccountCenter Table Of Contents Using AccountCenter zane a ba te Dades 1 GOLUNGO shal ROO i AD a UD E AVI A A A nts 1 A cou ntCenter DOO Basa annia namie E E a nds 2 AccountCenter Toolbar Overview sssssssssssrrresssrrrrrrrsrrrrrresrrrrreno 2 1 AccountCenter Navigator en 4 2 Schedule B ttOM aa A PW AP Ra 5 Advanced LOOKU De Rene 9 A Update LINKS ba da O am ALASKI A 10 5 Contacts from COMPANY ton aceite kb 11 6 Account Calendar ss aa LINES 12 TIME Zad ee ae ne 14 AccountCenter MENUS hause ae 15 AccountCenter Menus Overview a ba 15 1 0 MA a a 16 2 Lookup Mei is 17 3 Company Men ste O 23 AccountCenter Dynamic Company Navigator 26 AccountCenter Dynamic Company Navigator 26 COMPACTS caldo dale 29 AccountCenter for ACT ae Dee OS 31 MS a ei m ee talla 33 Using AccountCenter Getting Started With AccountCenter for ACT installed when you start ACT it will default to the company view You will now have an AccountCenter toolbar as well This toolbar contains the various tools that are part of AccountCenter for ACT You will also find these items in the menu system in ACT These items will be covered in detail throughout the help documentation RA 00 Premium for Workgroups 2006 ACT8Demo File Edit V
16. ny to refresh the ACT lookup before the Account Calendar will filter properly This only needs to be done after the first company lookup all subsequent company lookups refresh automatically 12 Using AccountCenter View Groups Companies 13 AccountCenter 7 Account Time The account time feature will show you the current time based on the zip code for the current company record you are on To use this feature you simply must enter a zip code on your company record information The time will automatically change based on the zip code when you scroll though your different companies See an example of the account time below ek 2 17AM Note This feature only supports US zip codes at the present time 14 Using AccountCenter AccountCenter Menus AccountCenter Menus Overview After installing AccountCenter for ACT your menus will be modified to show the new tools you get with AccountCenter for ACT These are covered in more detail throughout these help topics In addition some of the menus are reorganized to make quick work of using your companies and groups The biggest example of this is the Lookup menu AccountCenter will make the items under the Lookup menu centric to Companies or Groups instead of Contacts See an example below of the modified Lookup menu you get with AccountCenter for ACT installed 27 ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Loo
17. pany fields AccountCenter AccountCenter Toolbar AccountCenter Toolbar Overview The AccountCenter toolbar loads up at startup The AccountCenter toolbar will show up on ALL of your different views in ACT however only the tools that are available in those areas will be displayed on the toolbar The various tools listed across the toolbar are covered below as well as in more detail throughout the AccountCenter help topics Here is an example of the AccountCenter toolbar being loaded on startup ACT bi sage Premium for Workgroups 2006 ACT8Demo File Edit View Company Lookup Contacts Groups Schedule Write Reports Tools Help EE Companies E Company List Br 20 Gm t gb is Q i 8 AccountCenier I Record 10f 40 gt l Schedule Advanced Lookup UpdateLinks g Contact from Company Account Calendar G Beck O es 4 o mpan 4 L all Hierarchy Ace Pet Store v Divisions Company Ace Pet Store Address 925 Cabby St Contacts Phone 423 555 1221 P O Box 123 q Fax 423 555 7412 1 Groups Toll Free 800 555 2453 EJ aw Eugene v raj f uu re ml EE Web Site www acepet7 com State OR xi ZIP Code 97401 Companies ID Status Customer v Country United States v EA Referred By E mail Campaign v Ticker Calendar Task List Contacts Notes History Activities Opportunities Do
18. r Toolbar Overview 3 ACT AccountCenter 1 17 19 33 A ete b les 1 DC Vina at A E A 3 ACT A 6 ACT Uae GA Kali O etek 7 Ada a 11 Ol W AA 13 bles 17 BET co ated lead 18 ACT ad 19 ke A EN 26 AC A awe 33 Advanced Company Lookups 19 Advanced Lookup 11 19 Advanced Lookup Button 3 A 3 POV Ac TO 3 dt 19 ASDS Advanced Lookup 11 ASDS Advanced Lookup dialog 19 ASDS Computer Company 33 B A A 3 Button AccountCenter toolbar 11 12 13 7 COMPANIES LU anan 17 19 Company 13 17 18 19 26 29 Company Button 3 Company Detail 29 Company Links Updating 12 26 Company LINKS ws podwy 12 Company LINKS debi 26 Company Menu 26 COMPANY group ius 14 Company centric 33 Contact Us iaa 31 Contacts engen 3 13 17 26 Contacts Nele 19 Contacts Not Inne 19 D Dynamic Company Navigator 29 33 AccountCenter E Expose TIYOUE ea mag 7 EXPOSE ae 7 F FIELDS 17 19 Flyout EXPO ria 7 7 Flyout menu A 7 G Getting Sa nee 1 Getting ee eee AA 1 adad 17 18 History Recording Ns nn 7 A en 7 Installing AccountCenter 17 EA ala 17 L de 19 DOOKU Po ao 17 19 Lookup MENU ser 19 M Meeting an
19. s will take you to the beginning or end of the list of companies This control works just as the ACT navigator does See the example below age Premium for Workgroups 2006 ACT8Demo View Company Lookup Contacts Groups Schedule E Company list E di Ce wm Center IK 4 Record 10614 gt J i schedule 4 I Company Detail a Phone mm LE Fax 423 555 7412 E Using AccountCenter 2 Schedule Button The schedule button has two functions It is used to either schedule an activity for the current company group or contact as well as recording a history for the current company group or contact See the examples below for specific steps on using this feature Scheduling an activity 1 Click the arrow next to the schedule button on the AccountCenter toolbar to bring down your list of options 2 Single click on either Meeting Call or To do 3 This will bring up the Schedule Activity dialog box 4 Fill out the information as required Note The current contact that was highlighted for the company is automatically selected as well as the activity is automatically associated with the current company See the example below ups 2006 ACT8Demo tontacts Groups Schedule Write Reports Tools Help EEE EBAY ooo 5 of 40 mun Schedule Advanced Lookup UpdateLinks g Contact from Cc ourmet Gifts Sales Address 13 East 54t
20. ture allows you to view your current company lookup as a list while remaining in the Company Detail view or switch to the company tree view You can move or resize this to fit your needs If you wish to have this navigator up all the time you can press the push pin EA button to make it stick See an example of the dynamic company navigator below Using the Dynamic Company Navigator Here is an example of the navigator showing the current company lookup of companies that start with C 26 Using AccountCenter BEE Calendar q 12 49 Circle Photography Corleone s Pasta Company County Tennis Supplies Options At this point you can work with your lookup right from the navigator by simply clicking the next company in your lookup within the dynamic company navigator that you want to work with Note If you click the X and close the navigator you can right click anywhere on the AccountCenter toolbar and choose Companies to pull it back up again 27 Contact Us Technical support is available by visiting the ASDS Computer Co Website We offer several services to meet your technical support needs Please visit us today 29 AccountCenter for ACT Welcome to AccountCenter for ACT AccountCenter for ACT gives you all the tools you need to transform ACT from a contact manager into an account manager Change how you work with company centric tools that allow you to view and manage relationships with
21. y Tab Dpportunities Documents Group Info E customize Columns Be Elan Internet Services y 4 Back Alt Left m BREE Forward Alt Right ES Refresh Ctrl F5 16 Using AccountCenter 2 Lookup Menu With AccountCenter installed the Lookup menu will be modified to make it quick and easy to perform lookups for only Company information This eliminates the need to drill down to the company lookups as you normally would have to do in ACT alone In addition there are some additional lookup features that make finding your companies quick and easy These are explained below Modified Lookup Menu Without AccountCenter for ACT installed in order to do lookups on company fields you would have been forced to go to LOOKUP gt COMPANIES gt FIELD However as you see below The company fields are moved directly to the top of the lookup menu 57 ACT by Sage Premium for Workgroups 2006 ACT8Demo File Edit View Lookup Company Schedule Write Reports Tools c ies E All Companies A ref q all Companies FE Al Compani ce LE Account er Name m Schedule 4 Main Phone City state ZIP Code ID Status Other Fields 2 tJ Save Lookup as Company LJ Contacts In JJ Contacts Not In 1 Advanced Lookup Contacts y O Groups gt Lookup contacts that ARE associated with a company or group This lookup will bring up a box to select the desired companies
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