User`s Manual
Contents
1. Count 63 Field Count 86 Table Name CONTACT Company 25 Contact 26 Address 1 27 Address 2 28 Address 3 29 City 30 State 31 Zip 32 Country 33 ID Status 34 Phone 35 User 1 51 User 3 52 The field ID is shown next to the field name If you don t remember the field name of your Button field place your cursor in it and then go to the Edit Define Fields window The name of the field will be automatically selected in the left column Step 5 add the necessary triggers Button field trigger o gO to the Edit Define fields window o Select the Button Field name in the list on the left go under the Triggers tab o Click in the Launch when entering field box o Press the button that appears to the right of the box and go to the add on folder by default this would be C Program Files Exponenciel 1 to 7 Contact Link o Select the GoloContact exe file and click Open Linked Contact Name trigger o Now while you are still in the Edit Define fields window select the Linked Contact Name field in the list on the left o Click in the Launch when entering field box under the Triggers tab Press the button o Inthe same folder as before select 1 to 1Contact Link exe and click open O 1 to 1 Contact Link User s Manual 6 o The path of the file appears now in the Launch when entering field box To the end of this path insert a space then a forward slash and the field ID of the button field The path should look like this C Pro2. Preferences h Help d User s manual i Online help Abouk Registering 7 to 7 Contact Link You may buy licenses from Exponenciel Registration is based on ACT user names so you will have to supply your ACT username when registering Once given a registration code go to the Help About menu and type the registration code in the box below your username Support For support please contact support exponenciel com Rev January 7 2004 V 1 0
3. we just have to go to the contact we want to link with in this case the contact s spouse When we have made her him the active contact we may either click the 1 way button or the 2 way button The 2 way button will create a bidirectional link i e a reverse link will be created in both contacts This would be the button to click for the spouse example From now on clicking the GO button of either contact will automatically take us to the other contact To edit the link we simply enter the Spouse field and the same Spouse window will appear allowing us to link to a different contact You may create as many links as you want and they don t have to be bi directional You may want to create links to link a contact to her his accountant lawyer architect etc 1 to 1 Contact Link User s Manual 4 Steps to create a link After you installed the program here are the steps to create a link NOTE you need to be a database administrator to create a link Step 1 create or modify 2 fields You may decide to create new fields or use existing fields It does not matter This is done from the ACT Define fields window Edit Define fields Here are the requirements for these fields a Linked Contact Name field Button field of characters 50 or as you see fit Default value Leave blank ee no more than 10 characters Drop down tab All checked box unchecked All checked box unchecked Step 2 modify your layout Now you may want to mod
4. 1 to 1 Contact Link Another efficient and affordable ACT Add On by http www exponenciel com 1 to 1 Contact Link User s Manual Table of contents BUMS ON WI eA C O Uc a ns cette et dee ee Ee FOWO WOK S ae decease cate ar ene ge sme ae aa ec eae xXaIMple ora SPOUSE WIM aces dea secre dice ss cae desta dentaens sccneties dnote cases deareeuenoeaes dete es ICDS 10 ClO ater a INK ceases Saat lenges hada attention asst eateries uid elad Maia hats ote ada NE Step 1 create or modify 2 MEGS sai soi aden seg otereck hdcdescsdedaceeiatates cas gaeveliddadee easels ieee deat Slepp 2 MOIN YOUN TA VOU ase dex cog hana a E anak cae cane dencdas arene Geen eee enced Se Step 3 copy the caption of the button to all CONTACTS 0 0 0 cc ccccceeec eect eeeeeeeeeeteeeteeeeeeeeseees Step 4 find out the Button field internal ID NUMDEL ccc ceeccceeeeeeeeeeeeeaeeeeaeeeseeeeseeeeseeeeaes Step 5 add the necessary triggers cccccccsccceececaeeccseeceseecececueeesseecaueeseeesaeeeceeesaueesaueeseeeeees 6 111 9 0 Jere Gomer etter Coe erro E en et ope eine re me He eer ere Renee me Re eye eee DSE UNG NAG eens cts daeyth se nates daatstaseeaceue se souethce acjeunes denlacuanasncs waren ates em ene Deleng multiplie INKS Alek TING sorsien ia aun n n aA Yansaie ue adder iver wd Preferentes sot oh naa donee ones eae Cane el eee noe ewan cians att Changing the name of the 1 to 1 Contact LINK WINKOW ccccccccceececeeeeceeese
5. eeeaeeesaeeesaeeeseeeeaes Displaying the company name or both the contact and company names ccseceeeeeneeenees DISDIAVING A DICK DURON cock ergenteteasuh tone E wenicuner aca tteantue Animated TON alS Online NG ID seser sate te vias cot done he ease beeen eee aie S Registenng 1 107 CONTACT EMK cceiet ness oo aces A E A ea E deceased SUD DOM ri shi eeaie aS A S kiwcaues teeta en ou aes a dae pause bende A A a 1 to 1 Contact Link User s Manual 3 Purpose of the add on 1 to 1 Contact Link is an ACT add on that allows linking a contact to another contact so that by clicking a button on your layout you may quickly go to the linked contact without having to go through the usual lookup procedure How it works You need 2 fields to create a 1 to 1 link o afield which will store the name of the Linked Contact Nameand will be referred to as the Linked Contact Name field in this manual o afield which will serve as a button and will be referred to as the Button field Example of a Spouse link Here is an example of how the link will look we created a field named Spouse and a field named GoToSpouse We formatted the GoToSpouse field so that it looks like a button Spouse Linked Contact Name field When we enter the Spouse field the following window appears 1 to 1 ContactLink IS Chris Huffman o E 1 way link button 2 way link button Melissa Pearce Through a lookup or using the navigation arrows
6. gram Files Exponenciel 1 to 1 Contact Link 1 to 1Contact Link exe 51 Editing a link To edit a link simply enter the Linked Contact Name field and the 1 to 1 Contact Link window will appear Then create a new link as described in How it works above Deleting a link To delete a link enter the Linked Contact Name field and the 1 to 1 Contact Link window will appear Do a right click in this window and select Delete the current link in the popup menu Deleting multiple links at a time To delete multiple links at a time create a lookup of the contacts you want to delete the link for Then go to ACT Edit menu and select Replace Type lt lt BLANK gt gt CTRL F5 shortcut in the Linked Contact Name field Type the caption of the button in the Button field Then go to the Replace menu and choose Apply When prompted choose to modify the Current lookup 1 to 1 Contact Link User s Manual Preferences Changing the name of the 7 to 7 Contact Link window Particularly if you set up more than one link you might want to customize the name that appears at the top of the 1 to 1 Contact Link window to remember the link that you are currently updating as shown below Spouse Je Chris Huffman pi Customized window name Melissa Pearce To do this go to the Preferences window do a right click in the 1 to 1 Contact Link window and select Preferences from the popup menu and type a new name in the Rename the
7. ify your layout so that the Button field look like a real button See our online demos under Help Online help for more details on how to achieve the look of a button for the Button Field Don t forget to remove the tab order on the 2 fields ie click the number at the right of the fields The number will disappear which means the fields will not be in the tab order anymore Step 3 copy the caption of the button to all contacts Copy your Button field default value GO or whatever you chose in the Button field for all the contacts To do this go to ACT Edit menu choose Replace and type the default value in the Button field Then go to the Replace menu and choose Apply When prompted choose to modify All contacts From now on the caption will show in all contacts and new contacts will automatically inherit it since it is the default value of the Button Field 1 to 1 Contact Link User s Manual 5 Step 4 find out the Sutton field internal ID number Each field is identified by ACT by its internal numeric ID To Know what the ID of your Button field is run the actdiag exe program located in the ACT folder by double clicking it in Windows Explorer then go to the Reports menu and choose Database Fields Report You will be prompted to choose a database and log into it then asked if you want the report to be displayed in Notepad Say yes and you ll get a report like this Database C My Documents ACT Database ACT6demo dbf Record
8. window field Preferences Rename the window Spouse Display Cancel f Contact Name Company Name f Both Contact Company Back button Ww Display back button Displaying the company name or both the contact and company names By default 1 to 1 Contact Link copies the contact s name to the Linked Contact Name field If you would rather copy the company name or the contact s name followed by the company name go to the Preferences window and select the appropriate option NOTE Changing the Display preferences will not affect links that have already been created it only affects future links 1 to 1 Contact Link User s Manual 8 Displaying a back button You also have the option to have 1 to 1 Contact Link display a Back button after the program takes you to a linked contact so that you may quickly go back to the contact of origin This Back button is a small always on top floating window which position is saved every time you click it So you may position it wherever you want in your workplace To display a back button check the Display back button in the Preferences window see ablove Animated tutorials Online help The Help menu gives you access to our Online Help where you will find a number of animated tutorials To access the Help menu do a right click on the 1 to 1 Contact Link window 1 to 1 ContactLink EO E Chris Huffman ooo Tat Juliette Bossey Delete the current link
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