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Act! CRM  |  ACT! 5/6  |  ACT! for Lotus Notes

 
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Act! CRM PRODUCT INFORMATION

 

 
       
 
Products
 
  Act! v21 Pro
 
  Act! Premium
 
  Act! Premium for Web
 
  Act! Marketing Automation
 
 
ADD-ONs
 
  Accounts Master! - Linking Act! to QuickBooks
 
  itImport - Import/Merge data into Act!
 
  itExport - Export data from Act!
 
  Handheld Contact - The mobile solution for Act! CRM
 
  itTables - Custom Tables and Relationships
 
  itDial - Link Act! to TAPI phones and Skype
 
  itOutreach - Quickly and easily send emails from Act!
 
  itFetch - Create contacts from e-mails
 
  itScan - scan business cards directly into Act!
 
  itService - Automatically run CRMAddon tools
 
  Telesupport Helpdesk 4.0
 
  AutoAdmin
 
  MergeAdmin
 
  MigrateAdmin
 
  FaxAdmin
 
  DocAdmin
 
 

itExport - Export data from Act!








 
itExport - Export data from Act!
  • Contacts
  • Companies
  • Groups
  • History
  • Notes
  • Activities
  • Opportunities
  • Secondary Contacts
  • Custom tables (ACT! 10.02 or later)
  • Linked Documents
  • Unique ID to link tables externally
  • Exports formatted (RTF) or unformatted (CSV)
  • Can filter exports for data within a date range or based on types
  • Can export in batches to enable use in products with size limits
  • And more!
  •  

    itExport for Act! is an efficient time saver that significantly improves upon Act!'s built-in exporting utility.
    itExport
    can also be set up to run as a Windows Service with itService to have automatic regular exports of data.

    Supports Act! 2097 (11.0) and later - Standard, Pro and Premium

    Feature Basic Standard Pro
    Retail (AU$) 299 395 495
    Contacts Y Y Y
    Secondary Contacts Y Y Y
    Companies Y Y Y
    Groups Y Y Y
    Users Y Y Y
    Unique IDs to link corresponding tables Y Y Y
    Histories Y Y
    Notes Y Y
    Activities Y Y
    Opportunities Y Y
    Products Y Y
    Documents Y Y
    Export of Sub-records (such as activities, histories, notes) linked to selected parent records (such as Contacts, Companies, Groups, Opportunities) Y Y
    Simple Filters Y Y
    Export with/without RTF formatting Y Y
    Export to Excel Y
    RTF Export to Excel Y
    Data Structures Y
    Custom Tables Y
    Pick Lists Y
    Exact Definitions of Exported Data Y
    Selection of Exported Fields Y
    Filter Records by Date Y
    Automatic Execution Y*

    * Requires itService

         
         
     
     
               
     
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