User`s Manual - Sage ACT! add-ons
Contents
1. i ess m ony Ps re a UpcinleContact Mew Contact l Dora chose thee mirc afte Gee request i pent Then press the Go button Advanced Internet Services User s Manual 5 Editing the information sent to the IS use of the clear button Sometimes sending too many fields or sending information that is too detailed will make the I S return no result Or it might be that the information contained in your database does not match the one contained in the I S database You may work around this by editing the information sent to the I S o simply click in the field you want to edit and type o usethe Clear buttons to the right of each field Clicking once on the button will clear the data Clicking again will refresh the field with the data contained in ACT Contact Information contact es Conary as lt adres S lt For instance you may have entered ABC Technologies in your database when the actual company name in the I S directory might be ABC Internet Technologies In this case the I S may return a no result found message You might want to edit the company field to read ABC and submit your request again Changing presets To assign a different I S to a preset button click on the dropdown arrow to the right of the preset button A list of installed presets will appear select the one you want iV Bi rie Edt Comet Options Mep amp US Vahoo Congar Henki USTA Siok2. When you click the update ACT button any change you made to any field whether you grabbed information from the I S retyped a field to send it to the I S or cleared a field will be sent to ACT If you updated your ACT contact and want to undo the changes go to the Edit menu and choose Undo Update ACT Creating anew ACT contact If instead of updating the current ACT contact you would rather create a new contact with the grabbed information simply click the New Contact button Clearing all fields Loading current contact information To clear all fields of the Advanced Internet Services window at once maybe before collecting information to create a new contact see above go to the Contact menu and choose Clear all fields To load or reload the current contact information in the fields of the Advanced Internet Services window go to the Contact menu and choose Load all fields Always starting with blank fields By default when you start Advanced Internet Services the fields are automatically loaded with data from the current ACT contact Even though you may blank all fields using the Contact Clear all fields command if you are using Advanced Internet Services mainly to create new contacts you probably would rather start with blank fields directly You may instruct the program to do so under the General tab of the Preferences window Options Preferences Prelepences EJ Gene i Liai oourtny Al Sa
3. As with any of our add ons go to the Options Integrate with ACT menu to display this window and add icons or menu items as needed Menu items are added to the Tools menu Integrate with ACT m Toolbar Button added to the following Views Contacts Contact List Groups Task List M Calendars l E mail Cancel Menu then added to the following Wiews Contacts l Contact List Groups Task List Calendars E mail You will need to re start ACT to see the changes Advanced Internet Services User s Manual Support For support please contact support exponenciel com Rev December 22 2003 v 2 0 18
4. Collector Phone 425 703 639 7 _ 4 Advanced Internet Services User s Manual 10 Phone field formatting When moving data to any phone field Smart Data Collector will use ACT format phone fields In this particular case when you click the grab button of the phone field here is the information that gets moved to the Phone field ony a lt Phone EEE IE Moving only part of a line to a field Some Internet services make it more difficult by combining a lot of information on one line To grab only part of the line simply highlight the part you want to move to the field in the white box as show below and click the grab button of the target field Smart Data Collector 5700 HEJA ST REDMOND WA 980 Once the information is copied it is removed from the white box so that you may continue data collection Smart Data Collector Note that the Smart Data Collector automatically removes unwanted characters like punctuation in front of data it moves to the white box the comma is now gone even though it was not moved to the target field Undoing a grab command If you want to undo a grab command go to the Edit menu and choose Undo last grab Advanced Internet Services User s Manual 11 Updating your ACT contact When you are done grabbing the information click the Update ACT button to update the current contact with the information contained in the Advanced Internet Services window Important note
5. Qupa US ei ages oo Updaie Contact New onimi fw Dora chose thee mci afte Gee request i pert Advanced Internet Services User s Manual 6 Downloading more presets If the I S you would like to connect to does not appear in the list of installed presets you may want to check if it is available on our server Go to the Services menu and choose Manage presets ers 5 Feet Ema Search pALL imna DINT aLL Gpige peapa Carga ee Sl cilia LALLY ahaa Se ata Allo PITTI wal JALI elias Page BE artes oon IBE Dhira Faji eai RE Sh pras Pages dU Mpana T A417 Petia Fag i the cometon lar atdipra datiert hraban i fn care chek the hlon bekoa ip spoe the am Hgh pour bresa a meara ripa Pa hie See See User s a Few rra eik Hana comnechon Click the Get List from Server button below the list on the left side and the add on will retrieve the list of all presets uploaded to our server If the preset you are looking for is there select it and click Install A message will confirm that the installation was completed If you are unable to connect to our FIP server using the method described above for instance because you are using a proxy server and the add on is not able to resolve it click the Manual connection button to have your web browser connect to our server Once the connection is established you ll see something like this 5 i eth rene E ar Mhe Places MB Weert Enia j Bh Cumes Eg Tiki h
6. at first It is not always that difficult Advanced Internet Services User s Manual 15 The best way to create a new service is to connect to the service and create a request Then note the URL of the result page Most of the time you will be able to deduct from this URL how to set up your new service For example imagine you want to connect to hotbusinesses com directory On this fake web site you may search for businesses by name When you do a search the result page URL is http www hotbusinesses com search cgi name CH Gourmets Gifts amp n 20 You could deduct from this URL that o Service URL and Fixed variables is http www hotbusinesses com search cgi n 20 o Thevariable name for the company field is name How did we come to this conclusion As arule variables are entered after the So everything left to the including the is part of the URL Then each variable is displayed using the format var name field_value and separated from the next with a amp This means that there are 2 variables here one is called name and is tied to the company name and one is n and its value is 20 Since this value of 20 does not come from our ACT data itis a fixed variable Therefore it must be added to the Service URL So our new Hotbusinesses service settings would look like this ew ees E Lace s ramm u mea aon amg Gee E iiei Fasi Diss Fabi 1afrg Usish F mii home o iam ee Ceia Ennai Ceai Crer
7. Advanced Internet Services w Smart Data Collector v 2 0 Another efficient and affordable ACT Add On by Advanced Internet Services User s Manual 2 Table of contents P rmposeof thead Onos ON 3 FOWL WOLK S oa E AA A 3 lastalat on Proc dU seene E eguereeieuieme bund atewenieth 3 Using preset SERVICES aeris n na E O ws E 4 Editing the information sent to the IS use of the clear DUttON ccccccceseeessseeeeees 5 changing PreSeTS spriin a a O 5 Downloading More DIESELS sorrisos iir TSE TRE ESETET EEATT 6 Grabbing information from the WeD cccccccsssssssececccccceesssececcccceeeceeseeecccesseeeeeseeeccceeeees 7 Collecting information to update one field at a tiMe seeeseesseeesseeeeeessessseeresssssseeeeeee 7 Collecting information with the Smart Data Collector cccccccccccsssssseeececceceeeeeseeeeees 7 Updating your ACT COntace eeuse Te AT E EN OOA NTRA 11 Creating a new AG ll GOnLACE oeseri a a EE T AA 11 Clearing all fields Loading current contact information c cssssceccccceeeeesseeeeees 11 Always starting With blank fields cc ecccccccccccssssseeecccccceeeeessecccccseseeeeseeeccccceeeeeneeeeecs 11 Diferent KINGS OF SEIV1CESS isiin a NN E AOE denen 11 Diterent Kids Ob SEIV1 OOS rina a E E A E 12 Address Daso SEI VCC ternene EE N TN 12 PRONE Da CSE rVIOE cies coh assscesdsanssaseea ahsnactol caseriesdastsotentetshaincesesaeidieteaeaabnes 12 EET VIDS SCI NCC ta fa s
8. Collector 15700 ME 33th St Redmond W 90052 5391 Phone 425 03 6397 Moving to the next line without collecting information Sometimes the line if of no interest Click the Up arrow of the Smart Data Collector or click anywhere on the Advanced Internet Services window to go to the next line Blank lines are automatically skipped Smart Data Collector Redmond 4 98052 5391 Phone 425 703 635 Since this is the address click the Grab button next to the address field Collecting combined City State Zip information The next line displays City State and Zip Advanced Internet Services User s Manual 9 Smart Data Collector Redmond WA 98052 5391 Phone 425 703 635 Since this configuration is often found on the Internet provided the Enable US address auto recognition checkbox is checked under the Country tab of the Options Preferences window it is checked by default the Smart Data Collector is able to parse the information in the 3 appropriate fields Click the grab button of the zip field to update the 3 fields at a time If you had City State you would click the grab button of the State field Combined fields Click the grab button of the City State Zip Zip field Removing labels Most labels are automatically removed by the Smart Data Collector when they are at the beginning of a line For instance the Phone label shown here will not be copied to your phone field Smart Data
9. Phone gt Phone Numbers 4567 phone e ooo None Hf When you select gt Phone Numbers an extra text box appears to its right where you may enter the format of the phone number Since the I S do not want any not numeric characters enter the digit positions separated with commas For a US type phone number area code would be 1 2 3 and the local phone would be 4 5 6 7 8 9 10 without quotes Advanced Internet Services User s Manual 17 Ex the phone number is 212 555 1234 1 2 3 returns 212 4 5 6 7 8 9 10 returns 5551234 Note Phone directories are not phone based services but rather address based services since you need an address to find a phone number Countries File Note that most I S needing country names use codes for countries like US for United States UK or GB for United Kingdom To establish a link between these codes and the data contained in your database create a text file with the same structure as the countries _mapquest txt and countries yahoo txt files located in the add on folder and associate them to your I S settings using the Countries File Location box at the bottom of either the New service or Edit service window Note If you can t figure out how to create a new service then let us know at support exponenciel com and we might be able to create that service for you and add it to our FTP server Adding an icon or a menu Item to ACT to launch Advanced Internet Services
10. T Shoa contact ino 5 Show bank teid ni Color Schere S bareckedd f Modem Advanced Internet Services User s Manual 12 Different kinds of services You can have 3 types of services in Advanced Internet Services Address based service If you select an Address based service Advanced Internet Services will automatically give you the option to choose between the Business address Home address and a custom address to be sent to the I S Y Advanced Internet Services Services Options Helo 15 r elo ger US whiteP ages ALL Hepi west 7 US hitePages Phone Lo TEN f Busrees O Home O Cusbom The Custom address fields can be defined in the New service window or Edit service window see Editing a service below Phone based service If you select a Phone based service Advanced Internet Services will automatically give you the option to choose between the Business phone Home phone and any other phone formatted field contained by your database to be sent to the I S Advanced Internet Services E Series Options Hep USUSPS Zip Codie Locku Other type service The other type of service simply does not offer the phone number or address selection Editing a service To edit a service simply choose the item Edit a Service under the Services menu Advanced Internet Services User s Manual 13 By default the window shows the settings of the currently act
11. eetsns te inatat utautcbct E E E 12 PGC et SCL 1 CC eee EE O Ostsnwadt hadwnseas E OT 12 Creat ng a MEW SOVICO siuii a E E E EE 14 Special fields for address based services ceeeeeeeeeeeeeeeeesesceeesssssceessssssressseceeesssseeeess 16 Special fields for phone based Services ncra in E N R 16 COUNTS OE A O E ET EOE EA ETE A 17 Advanced Internet Services User s Manual 3 Purpose of the add on Advanced Internet Services allows to query internet based directories by simply clicking a button You may connect to phone directories map services search engines industry directories in asnap and grab relevant information to update a current contact or create a new contact How it works Once your database is open simply run Advanced Internet Services and choose the Internet Service you want to connect to The program will automatically query the service with the proper data from the currently active contact of your ACT database Installation procedure Download the program file from our download page and double click it to start the installation Follow the instructions and once the installation is completed run ACT and open your database An icon will be automatically added to your Contact view toolbar In the event this installation process failed click the Windows Start button go under Programs locate the Exponenciel ACT Add Ons group and click Advanced Internet Services The main window will be displayed Go to the Optio
12. gu C hiim Arkh i rap Es 3 aie State W Z HI Enny tni E a Bami re l nen Aare Advanced Internet Services User s Manual 16 Special fields for address based services You may use up to 3 custom fields besides the address fields Depending on the type of service created you have special fields available for custom fields When you create or edit an address based service the 3 custom fields have a couple of special fields listed at the top of the dropdown list Custom Address w o Street number Customs gt Street number Peo nd Contact nd Phone The field gt Street number is made of any numeric digits starting the first line of the address of any The field Address w o Street number is the rest of the address field These 2 fields might be useful for I S doing Phone lookup by address for instance Special fields for phone based services When you create or edit a Phone based service the 3 custom fields dropdown lists therefore do not display any phone fields but rather a genereic gt Phone numbers field Coc E CT Since some Phone based I S will ask that you split the area code from the rest of the number you have the option to select the digits of the phone number that you want included in each field Here is how these custom fields can be set up in the New service or Edit service window Area code gt Phone Numbers 1 od Inpa e Local
13. i wy Pig hsh Placer TA AiL Bg Fact E meal Seandh st E AL oge il TE AL irrg ny or T AiL Mape bof TA ailene i PR ALL Vahoo is Ti ai anair b Thai rekon Pap Ei EA BE Inobe coun if THEE Skenet Pagas bdarectees laf el BE Sheret Pages fe ETE Pages if TACA Frasers a Ca 1R Te CA Sugeer Pages Yala bat by Teter Zee A by LTO 2 re A by FETT 2 AM by LTO 2 ar by Let 2 si ae be Tete 2 sks ae bf LTP 2s ae by D7 2T 29s oe by fete G AN by LT 2 be FETT 2 ke AN be LET 2s ee HLTA 2 si by TST 2 ss ae be LPS 2s a be Tete 2k ae Advanced Internet Services User s Manual 7 To install one of the presets you see on the server select it do a right click and choose Copy or Copy to Folder and copy the file to your presets directory if you installed the program to the default location your preset directory is c Program Files Exponenciel Advanced Internet Services Presets Grabbing information from the web Once the information you are looking for is displayed in your browser you may use Advanced Internet Services to grab information from that page and update or create an ACT contact You may selectively grab information to update one field of the contact or grab multiple lines or information simply highlight the information you want to grab and click one of the grab button the buttons with an arrow next to each field If you highlight data on more than one line the Smart Data Collector will automaticall
14. ive service but you may change it using the top dropdown box If you have another sets of address fields besides the Business and Home address you may use this option to edit Address based presets in order to define the fields associated with the Custom address option Address C Business Home f Custom Then change the Address City State and Zip field to your set of address fields Cours iha pasa Lo adi Siira ar x E Saai URL Fibi vaistine ity haerea comteach Find _Permon Type of Senace Addert bered Phonebard C Other Counties Peek Settings EesHe er Fasi Mame Fisi Hame arme a Nore Advanced Internet Services User s Manual 14 Editing a service may be useful also if you are missing a field in the Advanced Internet Services window Let s say you want to use the Thomas Regional directory to grab the number of employees If you have a of employees field add it to the Thomas Regional settings as follows Country Country Phone Phone E of empl R ie d Creating a new service If you can t find the preset you need you may create it yourself For this go to the Services menu and choose New service Here is the New Service window Derre Life Pound yamables Tyne of Senace TE Shen e haced O Proretbased Feil Satiraj Database Fii Contact Contaci Compra Compery j chdis eade i Cin Cay T Shae j F It may seem complex
15. ns Integrate with ACT menu and add icons or menu items to your ACT screens as needed When prompted accept that ACT be re started When ACT re starts whatever icons or menu items you asked to be created will be there to launch Advanced Internet Services Advanced Internet Services User s Manual 4 Using preset services A number of popular Internet services I S are already preset Simply click the preset button of the service you want to connect to When a pre set is selected it will appear recessed Advanced Internet Services Eg File Ect Cormtect Options Helo TES waa Aydebeseys Buie 0 Conso es Scoon i ies E co i ess M H omy M tee a Lipdate Contact New Contact li Dora chose thee mrda afte Gee request bi pert The red dot to the left of a field indicate that this field will be sent to the I S Then click the GO button and your web browser will connect to the I S and display the results It could be a map of your client s facilities her his entries in the phone book or in an industrial directory NOTE If the service you want to connect to is not one of the 4 buttons or if the button is blank click one of the down arrow buttons and select the service from the list Advanced Internet Services Eg DE whi ager Phone Look a US heP sger Loakup bw t Custom E ahos Company Henke UST ahis Siuk Ouni UE row aoe ir ony La io a
16. y be started when you click one of the grab buttons If you have difficulties understanding the following procedures watch the tutorials that can be accessed from the Online help menu Collecting information to update one field at atime Simply highlight the text in the web page and click the Grab button next to the field you want to copy the information to Collecting information with the Smart Data Collector The Smart Data Collector is automatically launched when you highlight more than one line So highlight the data you want to collect on multiple lines Microsoft Corporation ailing Address Msnbc On the Internet 15700 NE 33th St edmond WA 96052 5591 hone 42517 03 6397 Map Directions Order Business Information Don t worry if you grabbed too many lines of text Advanced Internet Services User s Manual 8 Then click any Grab button to launch the Smart Data Collector Smart Data Collector Microsoft Corporation Mailing Address Msnbe On the Internet 15700 NE 33th St Redmond 4 98052 5391 Moving data to a field The data you highlighted is now entered in the Smart Data Collector The first line is in the white box This is the information that will be copied to the field of your choice the next time you click one of the Grab buttons In the case shown here you would click the Grab button of the Company field After you do the white box automatically displays the next line Smart Data
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