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ACT! 2005/2006/2007 Edition |
Basic document management features
have been added to ACT! in versions 2005, 2006 and
2007.
For any contact, you can add an unlimited number of
documents in the Documents tab.
This issue of our tips & tricks newsletter focuses
on how to add documents to the Documents tab and how
to work with them moving forward.
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at 440-944-2281.
Best regards,
Michael Kadlub
ACT! Certified Consultant
CRM Coaching
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CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
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Stay tuned next week for an ACT! hotfix to the
Daylight Savings Time Change |
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We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
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Before you can begin to manage documents in the
Documents tab, you'll need to add documents to
the tab. Each contact in the database has his or
her own Documents tab.
When you add a document to the Documents tab,
the document is copied into your database
supplemental files. If you have set up
synchronization to also synchronize files in the
supplemental files system, then the files in the
Documents tab will synchronize to and from
remote users.
To add a document to
the Documents tab:
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In the Contact view, lookup a contact.
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Click the Documents tab.
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Click the Add Document button at the top
of the Documents tab.
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Select the document you'd like to add.
The document will be listed in the Documents
tab.
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If you no longer want a document to be
associated with a contact in your database, then
simply remove the document from the list in the
Documents tab. Removing the document from the
Documents tab will also delete the document from
the Attachments folder your database
supplemental files folder, so make sure you have
a backup if the document is important.
To remove a document
from the Documents tab:
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Click the Documents tab in the Contact
view.
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Highlight the document you'd like to
remove from the list.
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Click the Remove Document icon in the
toolbar at the top of the Documents tab.
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ACT! will ask you to confirm the
removal. Click Yes. The document will be
removed from the Documents tab and ACT! will
delete the document in the Database
Supplemental File System.
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You can quickly open any document that has
been attached to an ACT! contact in the
Documents tab. Documents will open in the
program associated with their extension on your
computer (.DOC files will open in Microsoft
Word, .XLS spreadsheets will open in Microsoft
Excel, and so on).
To view an attached
document in the Documents tab:
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In the Documents tab, locate the
document you'd like to view.
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Highlight the document.
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Click the View Document button at the
top of the Documents tab. ACT! will launch
the document for editing.
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at our web site:
www.crmcoaching.com |
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