User`s Manual - Sage ACT! add-ons
Contents
1. a Notifier to a date field that contains a contract expiration date In ACT Layout designer window we have selected the control and pressed F4 to access the Properties window We have defined the conditions as such Condition Z Conditioni 0 Conditionz lt Nowft 5 Conditions lt Now Condition gt Aowt And the images as such Irnage Conditions OMet None Triage Conditions Met None IrnageCondition Met Greeni ImageconditiongMet Warningl6 IrnageCondition4Met Redi6 Image ConditionSMet None The objective is the following If there is no expiry date we want no image is displayed If the expiry date is more than 5 days away we want a green icon to be displayed If the expiry date is less than 5 days away we want a warning icon to be displayed If the expiry date is passed we want a red icon to be displayed Expires on 11 30 2004 v e Expires on 11 25 7004 Ww iM Expires on 11 23 2004 D Here is the result today was 11 24 2004 Advanced Layout Tools Notifier Pack User s Manual 7 Adding the Notifier to your layouts See the first section of this user s manual to see how to add a tool to your Layout toolbox and how to add controls to your layouts Here is more specific information regarding the Notifier The name of the controls are Contact_Notifier Company_Notifier and Group_Notifier Each control is specific to a type of layout contact company or group If you are not going to use the control f2. ACT 2005 for Windows ACT7Demo gt File Edit View Lookup Contacts Groups Schedule Write Reports Tools Help lof78 gt rt contacts contact ist fej te o SGerwriaiebs GOQK f amp BRANES O70 ventions O Be careful Bad payer Pre authorized check only O Company Ace Pet Store o O m Address 925 Cabby St E mail cmec actpet7 com actpet com Contacts Contact Colleen McCarthy m P 0 Box123 Messenger ID Groups Title Owner Operator City Eugene v ID Status Customer v Fa Department Adminstration Province OR v Spouse Keith Gene Phone 541 555 3648 a Ext ee PostalCode 97401 Birthday ee mobie emesa O C Country Referred By a n O Webe avae O Calendar O Be carefull Bad payer Pre authorized check only Company Ace Pet Store Contact Colleen McCarthy The InformationBar only appears if the associated field is not empty It can be dismissed by clicking it The icon color and font are fully customizable O Appearance BackgroundColor __ Info Customicon Icon RedExclamation InformationFont Microsoft Sans Serif 6 25p TextColor B Red NOTE If you make a change to the associated field the bar is updated the next time the record is displayed in other words you need to switch to another record and come back to see any changes made to the associated field Advanced Layout Tools Notifier Pack User s Manual 10 Addi
3. Advanced Layout Tools Notifier Pack Another efficient and affordable ACT Add On by eXponenciel http www ex Advanced Layout Tools Notifier Pack User s Manual Table of content Purpose of the ad On iescsacssccsescasisdcccsssceesssutedcaccascaewsdeedansdcbaeewaesswcsescesceaweeessesescasdaeuscssssscscusdaveveess 3 MNS CANT AGION procedure eanna cece cGetcace eva scccasecaasacnssocaatudercecessoccuseedeutedescecausdedsvcacvccccucsseueuees 3 How to add a tool to your layout toolbar scccccssssssscccrsssssscccccssssscccccsssssccsscssssccsscssssscoes 4 How to add a control to your layout ssseeccssssceccsssceocossccccosssecosossccossssseecossscecsssscecosssseesssssseessso 5 Editing the properties of your controls seeccsesssseceeeocosssscceeccossssseccccossssececoccosssssecoosossssseeeessssse 5 The NOONE sessa a a a a e aaa aa eaaa EER 6 Adding the Notifier to your layouts eeessssseeeesssssssseersssssssscerrsssssseceressssssseerrssssssseeresesss 7 MAINS OMICHIN TO MLO PC rU S tor acts toe toreetehodatrsa E N tae sevaseecateemtotaeat 7 The limaceC ondition Met proper E Sena A 8 The Customilinace properties esiaren E a eee ores 8 INE DON OCMIOMILOR DIODE ITY cst 26 ves hae esa ease eee ania teierasg ea Gace aa eas 8 The information Bar sasoie a a a 9 Adding the InformationBar to your layouts eeeessssoeenessssssseerrssssssscerrssssssseeeressssssseerees 10 Preventing users to change the con
4. S The ImageConditionMet properties Each condition may have is own icon or image There is also an icon for when no condition is met ImageNoConditionMet 6 icons are supplied with the control 3 of size 16 pixels X 16 pixels and 3 of size 32 pixels X 32 pixels The Customlmage properties If you need more icons or the icons do not suit your needs you may use the CustomImage properties enter the path to an image on your PC or network Notifier will accept any image format and will resize itself automatically to the size of your image So you may use any size you want and even use different sizes for different conditions Make sure you set the corresponding mageCondition property to Custom otherwise the CustomImage property will be ignored The DoNotMonitor property By default the Notifier monitors the value of the field it is bound to and adjusts itself automatically when the field value changes If you rarely change the value of the monitored field set this property to true and the control will only refresh itself when the record is changed You might save a tiny bit of computer resources Advanced Layout Tools Notifier Pack User s Manual 9 The InformationBar The InformationBar displays the content of the field it is associated with in an InformationBar similar to the information bar used in Internet Explorer It is docked at the top of the window the main Detail pane as shown below or the tab pane if under a tab A
5. ng the InformationBar to your layouts See the first section of this user s manual to see how to add a tool to your Layout toolbox and how to add controls to your layouts Here is more specific information regarding the InformationBar The name of the controls are Contact_InformationBar Company_ InformationBar and Group_ InformationBar Each control is specific to a type of layout contact company or group If you are not going to use the control for some of your layout types you don t need to add it to the toolbar When adding the InformationBar control to your layout the location does not matter It will automatically dock itself at the top of the pane After you have inserted the control you are prompted to select a field This field will be the one containing the information displayed in the bar You may insert as many InformationBar as you want in one layout If the associated fields are not empty they appear one below the other The associated field which can be a regular field or a memo field or a RestrictedUserMemoField see next may be placed wherever you want under a tab for instance since it does not need to be seen It is only used to change the text of the information bar You may also choose to remove it from your users layout IMPORTANT If you want to include the associated field in the same layout as the InformationBar make sure you insert the associated field first Once the InformationBar is in the layout the as
6. operty This will overrides the Jcon property setting Advanced Layout Tools Notifier Pack User s Manual 12 Registering your product To continue using this product passed the trial period please buy a license at www exponenciel com Licenses are issued for one ACT username and will only work for that username Once you get a license code right click one of the controls of the pack in your layout and select About Once the About screen is open type the registration code in the appropriate box and click OK You might need to close and restart ACT to complete the registration process Support For support contact support exponenciel com Rev November 23 2005
7. or some of your layout types you don t need to add it to the toolbar When adding the Notifier to your layout you are prompted to select a field This field will be the one that the notifier will monitor You may insert as many Notifiers as you want in one layout The condition properties You can set up 10 conditions which are evaluated one after another If a condition is met the next conditions are not evaluated This means that the order of the conditions is very important A condition must start by one of these operators gt gt lt lt lt gt No functions can be used except the Now function that returns today s date Now Nb_of_days returns today s date 1 a number of days see above example NOTE When setting up your conditions or your images below make sure you expand the property window so that you see the name of the property Properties are sorted alphabetically which can be somewhat confusing for instance Condition10 is shown before Condition2 and ImageCondition10Met before ImageCondition1 Met Condition1l Condition10 Condition Conditiona Condition4 Conditions Condition6 Condition Conditions Condition ImageCondition10Met None ImageConditioniMet ImageCondition2Met ImageCondition3sMet ImageCondition4Met ImageConditionSMet ImageCondition6Met ImageCondition7Met ImageCondition8Met ImageCondition9Met ImageNoConditionMet Greeni6 Advanced Layout Tools Notifier Pack User s Manual
8. sociated field will not be available for insertion anymore therefore you will need to remove the InformationBar control first in order to add the field to the layout Preventing users to change the content of the InformationBar Since the content of the InformationBar is in a field any user with editing rights may change its content unless you remove it from the layout but still some users may have access to the ACT Layout editor and could put it back in Depending on the information you want to display it may not be acceptable In this package we have included a bonus control called UserRestrictedMemoFieldInfoBar This special field control allows to specify which user can edit its content It behaves like a regular memo fields By default All administrative users are granted editing rights and any administrative users can Set other user s editing rights for this control If you want to benefit from this control choose a UserRestrictedMemoField instead of a regular field or regular memo field to display the content of the associated field The name of the controls are Contact_UserRestrictedMemoFieldInfoBar Company_ UserRestrictedMemoFieldInfoBar and Group_ UserRestrictedMemoFieldInfoBar Each control is specific to a type of layout contact company or group If you are not going to use the control for some of your layout types you don t need to add it to the toolbar Advanced Layout Tools Notifier Pack User s Manual Il As
9. specific control to the wrong layout will generate errors when using it Editing the properties of your controls In ACT Layout designer window if you right click a control the pop up menu lists a Properties command which opens a window giving you the ability to edit very few properties To really access all properties of a control select the control then press F4 The property editor will open giving you the ability to fully control the appearance and behavior of your control Properties gi New Notifier1 Notifier El A AccessibleDesr AccessibleNam 4ccessibleRole Default El BackColor 189 202 22 BackgroundIm _ none Cursor Default Font Tahoma amp pt ForeColor B contralText Image ma System Dr RightToLeft fo Text_ El There are many properties you can tweak If you do not know what a property does select it then look at the bottom of the properties window for the description Edit Properties Launch Path of program or document to be launched when button is clicked Advanced Layout Tools Notifier Pack User s Manual THE TOOLS INCLUDED IN THIS PACK The Notifier The Notifier is a control designed to warn you when certain conditions are met It is bound to a field of your choice and can be setup to handle up to 10 conditions When the value of the field meets one of the conditions you have the option to display an icon or image of your choice Here is an example We have bound
10. tent of the InformationBafl cc cecccccccecceeeseeeeeeeeees 10 Changing the appearance of the Information Bar cccccccccccccccesseeesececeeeeeaaeseseeeeeeeeeaeeees 11 Registering VOUT ProdUC tcs E E A A 12 SUL OU iesirea ea aaa a aa aeea EEA 12 Advanced Layout Tools Notifier Pack User s Manual 3 Purpose of the add on Advanced Layout Tools Notifier Pack is a set of two controls and a bonus control that are designed to draw ACT users attention to certain field values for better management of their contact relationship Installation procedure Download the program file from our download page and double click it to start the installation Due to the nature of the add on there is no interface nor icons added to your toolbar it consists of a set of tools for your layouts Note that contrarily to versions supporting previous ACT versions and because of the changes in ACT add ons are now DLL files and not executable files This means that they are automatically initialized by ACT when placed in ACT plugin folder a subfolder of the main ACT directory and cannot be started from the Windows Start menu anymore This is why you are not given a choice of installation directory during the installation process Advanced Layout Tools Notifier Pack User s Manual GENERAL INFORMATION REGARDING ADVANCED LAYOUT TOOLS This section applies to all Advanced Layout Tools packs How to add an Advanced Layo
11. ut Tool to your layout toolbar When in ACT Design Layout mode if the toolbox is not visible go to the View menu and click Toolbar Toolbox Custom Drawing Field Pointer Field Memo Field Picture Field Yes No Field Record Manager ACCESS 4 O a Fil E Do a right click on the toolbox and choose Customize A list of available tools is displayed Check the ones you want to add to the toolbar Customize Toolbox w InformationBar w Notifier wv PictureFieldViewer wv Picture Viewer wv UserRestrictedMemoField They will be added under the Custom tab To view them click on Custom Toolbox Custom k Pointer gh InformationBar 43 Notifier g PictureFieldViews gh PictureViewer gih UserRestrictedM Advanced Layout Tools Notifier Pack User s Manual How to add a control to your layout The tools you add to the Custom tab of your toolbar allow you to add controls to your layouts To add a control use the same method you use to add regular ACT fields Click the tool in the toolbar Then click somewhere in the layout and drag to expand When you release the button of your mouse the control is inserted in your layout For controls that are bound to a field a Select field window will popup Choose a field then click OK IMPORTANT If a control name starts with Contact_ Group_ or Company_ it means that it is specific to a type of layout Inserting a
12. we said by default all administrators are allowed to change the content of the field If you are satisfied with this skip the next step Once you have inserted the UserRestrictedMemoFieldInfoBar make sure it is selected then press F4 to open the Property editor Go to the Misc section at the bottom and set the property named Edit AuthorizedUsers to True A window will popup to allow you to setup which users are authorized to edit the field Size 184 64 El AuthorizedUser EditAuthorizedUses False EnterIndex on EnterStop True EnterStop on EnterStop False is Select Users Select the users allowed to edit this field Allison Mikola Betty Browser Chris Huffman Ernst Anderson red Fenderline Juliette Rosseux Melissa Pearce Sarah Whiting Test Note once you have selected at least a user you will need to select all the users you want to have editing rights whether administrator or not If an admin user is not selected it will not have access anymore Changing the appearance of the InformationBar You may change the background color the font and text color as well as the icon of the bar Look for the various properties under Appearance BackgroundColor Info CustomIcon Icon RedExclamation InformationFont Microsoft Sans Serif 8 5 TextCalor You can choose between 14 default icons in the con property or you may specify your own icon Simply enter the path to your custom icon in the CustomIcon pr
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