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This can then be printed out to a custom template and sent to the customer. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc054cf950b742524d3268/5acc06116d2a73d3a02ff7ba/1523323573980/reports.jpg Custom Solutions - Report The company had requirements for two main reports. One that showed a list of machines that needed to be installed and one that listed all of the upcoming sales appointments for their staff. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc054cf950b742524d3268/5acc0610562fa79982bc574c/1523323573978/machines_list.jpg Custom Solutions - Machines List This area is where the company can manage all of its machines and lists information such as machine type, contract type, last service date, and customer name. Users can also filter to show machines based on serial number, last service date and city. The results can then be exported to excel. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc054cf950b742524d3268/5acc060f0e2e72f4e5ebe673/1523323573976/machine_details.jpg Custom Solutions - Machine Details This area stores all the information about each individual machine including installation date, last service date and service history. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc054cf950b742524d3268/5acc060f575d1fd39384fa3c/1523323573973/contract_details.jpg Custom Solutions - Contract Details This area stores all information about the contract including contract type, term, rental costs and a contract checklist. It also shows a list of all the machines on the contract. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5acc0cca352f53a44f2ef0d1/1523323573993/project_tra.jpg Custom Solutions Users can create one or multiple projects for an opportunity. Within each project users can assign a status, opportunity and external documents folder, and view, create and manage activities associated with the project. There is also an activities summary area which measures the total number of activities and the total duration. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc0edc758d46742aa024cb/5acc0ee02b6a289d08fd613f/1523323573991/vehicles_lookup.jpg Custom Solutions - Vehicle Lookup This area enables staff to perform advanced lookups and reports based on vehicle details. For example, they can advise sellers on what the asking prices are for similar car make/models, or report on the number of days it takes to sell a car. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc0edc758d46742aa024cb/5acc0ede352f53a44f2f5275/1523323573989/vehicle_details.jpg Custom Solutions - Vehicle Details The vehicle details area is where staff can view/edit specific details about a vehicle such as asking price, date in/out, make, model, number of owners etc. There are also sub tabs for users to store finance details, buyer details and activity details relating to that vehicle. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5acc0edc758d46742aa024cb/5acc0eddf950b742524eee64/1523323573986/contact_record.jpg Custom Solutions - Contact Record Xact Software introduced the vehicles tab into the contact record area. From here users can Add, Edit, Delete, and Re-Allocate vehicles. In addition to this tab Xact also introduced a Vehicle details preview area to the contact detail view. When a user clicks on the “make current” button from within the vehicles tab, the vehicles details will be visible in the contact detail view. This is useful for contacts that have only one vehicle and when staff need to utilise other tabs in the contact view but need to reference the vehicle details. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ac6ee28352f539a7c9ef90e/1523323573970/puzzleBanner.jpg Custom Solutions https://www.xactsoftware.co.nz/act2018 daily 0.75 2018-11-01 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5a82370671c10b35084300d8/1522703730070/What%27s+new.png <font color=#FF6600>New! - Act! v 21</font> Meet the modern, new Act! v20 complete with interactive, graphical Act! Insight dashboards, Ask Act!™ with Amazon Alexa1, a fresh look, optimized Act! emarketing workflow, and compatibility and usability improvements that make Act! even better. Active subscribers are entitled to receive all Act! v20 features like interactive, graphical Act! Insight dashboards and Ask Act! with Amazon Alexa1, plus customer success resources and connections to hundreds of popular apps. 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With Smart Link, Xact Link for QuickBooks can automatically perform search for a matching customer record in QuickBooks. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5ab064f3575d1f549021918d/5ad81425758d464041d52a74/1577134565005/qbolink_import.PNG QuickBooks Online - Import customer No more re-entering the same detail twice! Xact Link for QuickBooks provide all the tools you need to manage your customer data; Create QuickBooks customer from an Act! contact and vice-versa, can be done easily in no time at all. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5ab064f3575d1f549021918d/5ad8141d575d1f7d6950c211/1577134564996/qbolink_pdf.PNG QuickBooks Online - Print or preview document The same PDF document produced by QuickBooks Online, can be print previewed or saved in Act! document tab. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5ab064f3575d1f549021918d/5ad814190e2e728c58cc58ec/1577134564992/qbolink_est.PNG QuickBooks Online - Create estimate/invoice Create or edit sales transaction with easy to use "search as you type" product list. 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https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ec73ebc9c8a6a677b133a98/1590116060213/SmartForms.png Act Smarter https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ec73eece0531d28f4ef14ae/1590116093138/SmartDash.png Act Smarter https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ec73e6ac6e2155915b8d6f8/1590115950174/TimeBilling.png Act Smarter https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ec73e5fda1108570040ac65/1590115939807/smart-inbox-small.png Act Smarter https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5b0780a5f950b75f00e88c02/1590117340452/XData_logo.png Act Smarter https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ec742fd9c8a6a677b13dbf3/1590117265034/logo+-+256x256.png Act Smarter https://www.xactsoftware.co.nz/act-live-demo-ie daily 0.75 2019-06-13 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5db/1523339602527/xactdemo.com_actlogin.png Act! Live Demo (IE) Login to Act! using the same user name as above, Do NOT enter password, leave password blank. Choose OK to proceed. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5d9/1523339530320/xactdemo.com_warning2.png Act! Live Demo (IE) Choose Yes to proceed https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5d7/1523339744269/xactdemo.com_loginagain.png Act! Live Demo (IE) Re-enter the user name, same as above. Password is "letmein" (no quotation marks) https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5d5/1523339445768/xactdemo.com_warning.png Act! Live Demo (IE) Choose Connect to proceed. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5d3/1523339411354/xactdemo.com_loggedin.png Act! Live Demo (IE) Open Instructions for additional pointer and usage guide. Open Act! Premium to start Act!. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5b68d3471ae6cf304f43c5d0/5b68d3471ae6cf304f43c5d1/1523339732029/xactdemo.com.png Act! Live Demo (IE) Login using a user name from list above. Password is "letmein" (no quotation marks) https://www.xactsoftware.co.nz/why-choose-us daily 0.75 2020-10-02 https://www.xactsoftware.co.nz/what-do-our-customers-say daily 0.75 2018-09-04 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5b8dcd0f8a922d7beeab4978/1577134566639/PBALogo.png What do our customers say? https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5b8dcf291ae6cf1d7dff1774/1577134566635/YRCOLogo.png What do our customers say? https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5b8dce2f2b6a289ccc41929c/1577134566642/EvolutionMktLogo.jpg What do our customers say? https://www.xactsoftware.co.nz/our-service-rates daily 0.75 2018-09-03 https://www.xactsoftware.co.nz/support daily 0.75 2019-03-13 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5b7dea4103ce64908ed9ea53/1410549511993/Trade+18_0559.jpg Get Support for Xact Products https://www.xactsoftware.co.nz/inbox daily 0.75 2020-06-02 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ebdff21e34d655003dae556/1590022840692/yt+icon+1.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5be3815470a6ad6b3e1093ca/1573098087952/markHI-RES+-+4500x4500.jpg Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5dc3799c9a9f46178c4488a3/1573094754710/shipwheel2.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5dc8c59bf7335b2142f260f2/1573529663532/Page5.PNG Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5dc8c5938c103161028d9248/1573529663530/Page4.PNG Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5dc8c58d3313be70cf49ac51/1573529663527/Page3.PNG Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5dc8c586a14d2e0d1dc8d1e0/1573529663524/Page2.PNG Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5bc5211ca4222f3ee8eb44d5/1573094754708/Screen1.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5bc5211c53450a7cc5705b62/1573094754705/Screen+4.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5bc5211b71c10bd05cf4661c/1573094754702/Screen+3.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5bc50b8c8165f5d5a959dc3f/5bc5211b4192029feea61001/1573094754698/Screen+2.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5dc379b12b398f0b012456c3/1573094754716/workflow.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5ebdf78013dea97f3c502c1f/1589507975870/cats_90x.png Xact Inbox https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/t/5be37fe2aa4a994d889f7f2a/1573094754693/Angiecopy.png Xact Inbox https://www.xactsoftware.co.nz/disable-act-autoattach daily 0.75 2019-11-15 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5dce08e67142856f524e834c/1577134569310/3b+setup+sent.png How to: Disable Act! auto-attach for inbound email Select 'None' to disable auto-attach outbound emails https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5c8057e4b208fc3e86826a20/1577134569306/5+done.png How to: Disable Act! auto-attach for inbound email Follow through and leave other settings unchanged, when presented select Finish to save changes. https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5c8057e20d92978bbd018e57/1577134569301/4+setup+recvd.png How to: Disable Act! auto-attach for inbound email Select 'None' to disable auto-attach inbound emails https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5c8057e015fcc07daeb68ed9/1577134569296/3+setup.png How to: Disable Act! auto-attach for inbound email Step through (click 'Next') until Record History of Sent Emails is displayed https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5c8057dfee6eb00c1283f7e1/1577134569290/2+mail+tab.png How to: Disable Act! auto-attach for inbound email Select Email & Outlook Sync tab, open E-mail System Setup https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5c8057dc4785d3253fa9c4f2/5c8057dc9b747a61354272b7/1577134569285/1+pref.PNG How to: Disable Act! auto-attach for inbound email Open Tools - Preferences https://www.xactsoftware.co.nz/why-we-build-xact-inbox daily 0.75 2019-11-26 https://www.xactsoftware.co.nz/act-link-for-quickbooks-disconnected daily 0.75 2019-10-31 https://www.xactsoftware.co.nz/free-act-addons daily 0.75 2020-08-11 https://static1.squarespace.com/static/5a3c3b6eace86488caa008e9/5dca13177af08e354a9efce1/5dca13177af08e354a9efce2/1520890846197/1113.png Free Act! 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