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Excel Contact Reports for ACT! - $99.95

Excel Contact Reports allows to merge contact data into Excel templates to produce formatted Excel reports in a snap.

  • It allows you to create reports in Excel with formatting, sorting and totals. Because it uses a template, there is no need to edit your report once created: everything is preformatted.
  • You may sort your reports by whatever field you like (3 sort levels).
  • It also allows you to export your sales data to a CSV file for easy import into another program.

All contact fields may be exported (including the contact UniqueID).

Click on the images below to see screenshots of the program:

Main screen

An example of report

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Other Products by Exponenciel

1-to-1 Contact Link— Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup— Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists— Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection— Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
Advanced Internet Services— allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group— Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
Advanced Sales Lookup— Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
Advanced Sales Lookup, Export and Reports— Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
Advanced Scheduling System— Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode— Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
Custom Fill — Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch— Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT!— Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT!— An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
LayoutSwitch — Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
LookUp Store— Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar — A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Technical Support Information
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$99.95 - 1 user

FREE DOWNLOADS

 

  • Free TRIAL
    Excel Contact Reports for ACT!
    Limited to 21 days
    —3.2MB
  • For more information, download our user's manual.
 

ACT! Compatibility

 

Ver. 4.x

NO

Ver. 5.x/2000

YES

Ver. 6.x

YES

 

Excel Requirements

 

  • Excel 2000 or higher.
 

 


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Excel Contact Reports for ACT!

   

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