| Function | ||||
| Works with | ACT! 2007 - ACT! 2010 | ACT! 2007 - ACT! 2010 | ACT! 2005 - ACT! 2010 (all versions) | ACT! 2005 - |
| Contacts | ||||
| Secondary contacts | | | | |
| Companies | ||||
| Adding Documents to Companys(pdf,doc,excel,...) | ||||
| Updating the Recordmanager | ||||
| Creating a follow-up activity on any import/update | ||||
| Adding Documents to Contacts(pdf,doc,excel,...) | ||||
| Creating Companys and Linking Contacts to the companys while Importing/Updating Contacts | ||||
| Linking Contacts to Groups while Importing/Updating Contacts | ||||
| Custom Tables (ACT10.02 and Higher) | ||||
| Adding Attachments to Notes,History, Activities (pdf,doc,excel,...) | ||||
| Groups | ||||
| Histories | ||||
| Notes | ||||
| Opportunities | ||||
| Activities | ||||
| Products | ||||
| Assign contacts to groups and companies while importing contacts | ||||
| Merge opportunities | ||||
| Import documents | ||||
| Add a default value | ||||
| Assign contacts/companies to user/teams | ||||
| Import of user | ||||
| Runs as Windows Service | * | * | * | * |
| Ammount of Databases | 2 | 2 | 2 | no limit |
| Source | ||||
| ASCII(CSV, Tab, Comma, Custom) | ||||
| Excel | ||||
| SQL (only for ACT2007 and Higher) |
| |||
| Ready to sync - Method | ||||
| Datenbase formats | ||||
| MySQL | coming soon | |||
| ODBC | coming soon | |||
| Paradox | coming soon | |||
* You must Purchase the Service IT to run the import as a Windows Service
*1 only if CRMADDON Table IT is installed
By Upgrading the Import Version to a higher version (e.g Basic to Advanced), the payment of the old version will be credited, however 15% Upgrade fees will be billed.
Successful solutions for professional customer relationship management
We develop after your suggestions