NEW Features for Xact Link for ACT! and QuickBooks

Randy Iskandar at Xact Software looks after the QuickBooks link developments and he has wrapped up the next release with the following enhancements....

• Price Level Selection; allocate the pricing level globally for invoices direct from ACT! to apply discounts for customers or apply reseller pricing margins.
  


• Quick Template Customisation; we have made it easier to make changes to the html invoice and estimate documents that get saved into ACT! and emailed to the customer. A layout editing tool allows for easier editing and alongside is a preview pane so that you can see the results of the changes.This lends itself to a template library to select a default template for the business in preferences.
  


• Xact Link for ACT! and QuickBooks is now FULLY COMPATIBLE with ACT! Opportunities from ACT! 2007 through ACT! 2010; just like Xact Link for ACT! and MYOB, the only links that are fully compatible and fully featured for Opportunities integration. So you don't have to worry about which supported version of ACT! your customer runs, the Xact link products integrate completely and No Upgrade fees apply
  


• ALL these new features delivered: 1 March 2010

More info about the ACT to Quickbooks Link

Click here to buy the ACT! to Quick books Link

Upate on NEW Features Coming Up for the ACT! to MYOB Link

The Xact Software link remains the only MYOB approved product for linking ACT! and MYOB. You are assured of accurate creation of invoices from our products.

Our next release features:

• Very Fast Client /Server operation through .Net Remoting; MYOB can be sluggish to run across a network under certain conditions.. This can be experienced in linking to MYOB data files which have a mountain of accounts history being pulled across a network to run lookups etc. Remember ACT! 5/6 lookups? MYOB operates in a similar manner. With our April 28th release we will be the first link to include modern .Net client/server technology with no need to install the server component on the PC when running locally
  


• Chart Controls, just like ACT! but better! Xact Software is bringing MYOB financial data charting direct into ACT! We have been working on charting for many months and we are finally able to provide this essential feature. Forget about importing financial data into ACT! Connect direct to the data source and draw the charts...wow!
  


• MYOB Search direct from the ACT! Lookup menu; lookup Products, Quotes, Invoices, Sales Orders etc...all within ACT!
  


• Integration of Opportunites will just get better and better....Xact Link for ACT! and MYOB is the only fully integrated link to ACT! Opportunities...You can create quotes in MYOB from ACT! opportunities, email them, attach to contacts with MYOB Product list in ACT! and it's going to get better...

ALL these new features delivered: 28th April 2010

Click here for more information on the ACT! to MYOB Link. (including video demo)

Make a Dash for it!

Have just been attending a Webinar this morning with Pat Egen from Egen Consulting.

It's been very enlightening to learn how to query the ACT! database with SQL and then build custom dashboards to display the results.

If you are using ACT!, particularly the latest version ACT! 2010, you would be amazed at what information you can display in a dashboard.

Business owners and managers are especially interested in reports. If you are collecting the data you can, in theory, report on it.

With Dashboards, the reports are live data at the time you look at it. So that means no running the report and then knowing it's out of date the minute it's printed. You can have your dashboards display as the screen that you or your sales staff see when logging into ACT!.

We look forward to developing a range of standard dashboards for our clients that will help extract more meaning and understanding from their data.

If you have any requests on for a custom dashboard, let us know.

Follow Pat on twitter www.twitter.com/pregan

ACT! Quick Tip - Using the Relationships Tab

The relationships tab is a new feature that came out with ACT! 11.0.1 and is also included in ACT! 12/2010.

It is an excellent way to record which contacts relate to each other in your database. ACT! is very good at associating contacts with companies and groups. These are helpful for 'many to one' type relationships. I.E Many contacts work for the one company, or many contacts are going to be the member of one group.

The relationships tab captures the 'one to one' contact relationships. IE. this contact is related to that one.

I use this a lot for relating contacts who refer me business to those they referred. This way I can see under a referers tab, all the people they have referred me to. I can also see the relationships they have with those contacts. E.g. I can see they have referred me to a friend, a relative, and a client.

All this information helps to recall the context of the relationship.

The best thing about this feature is that it is fast to connect two contacts together, and it is even faster to click between contacts that are connected in this Tab.