Issue 14 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

Basic document management features have been added to ACT! in versions 2005 and 2006.  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 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

 

Brought to you by:

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ACT! Certified Consultants

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College Park, MD 20740
800-322-1049
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L A T E S T   N E W S

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Managing Contacts
with ACT! 2006

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Adding a Document  
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. In the Contact view, lookup a contact.
  2. Click the Documents tab.
  3. Click the Add Document button at the top of the Documents tab.
  4. Select the document you'd like to add. The document will be listed in the Documents tab.
 
Removing a Document
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. Click the Documents tab in the Contact view.
  2. Highlight the document you'd like to remove from the list.
  3. Click the Remove Document icon in the toolbar at the top of the Documents tab.
  4. 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.
 
Viewing an Attached Document
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. In the Documents tab, locate the document you'd like to view.
  2. Highlight the document.
  3. Click the View Document button at the top of the Documents tab. ACT! will launch the document for editing.

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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.