Customization / Database Design

If you answer YES to any of the following questions, then our customization services designed to implement the many advanced features of ACT! may be the answer. Please contact us for more information about this service.

• Do you have data in Excel, Outlook or other sources that you would like to import into your ACT! database?
  
  
• Would you like to track more information about your clients and prospects by changing the current fields and the way they appear in ACT!?
  
  
• Do you need to add new fields to the database to record additional data about each client or prospect?
  
  
• Would you like to maximize data integrity and decrease data entry by customizing the field drop-downs?
  
  
• Did you know you could save precious administration time by creating Word Templates for all of your printed correspondence including letters, quotes, proposals, labels and envelopes?
  
  
• Do you wish you could quickly communicate with your contacts using colorful e-mails with your logo and other graphics?
  
  
• Do you currently have a sales process or method and need help setting it up in ACT! so that you can instantly generate activity, sales and forecast reports?
  
  
• When you run the ACT! reports, do you wish you could see more information or maybe remove some data that isn’t important?