Publisher's Description

Quick Navigation List for ACT - Full Version

Quick Navigation List for ACT - Full Version Publisher's Description

Quick Navigation List for ACT - Full Version

The "Quick Navigation" addon is a LOOKUP MANAGER, MINI-CONTACT LIST & QUERY TOOL EMBEDDED INTO ACT! DETAIL VIEW.
The "Quick Navigation" add-on lets you to navigate contacts, companies and groups quickly, efficiently and instantly!
No need to perform a lookup, just setup "Quick Navigation" with the fields you need to organize your contacts and your contacts list is there instantly every time.

Built-in FILTER BAR allows you to build QUICK LOOKUPS right in CONTACT DETAIL VIEW!
Built-in SEARCH BAR allows you to find contacts instantly!

NEW FUNCTIONS:

Print lookup or full contact list
Subtotal and total calculations by any field for given lookup (filter)
Total aggregation functions are : Sum, Count, Min, Max, Average, and more ...
Export contacts to Excel
Export contacts to CSV ( comma separated text file )

List can be docked or floating (see screenshots on the right-hand side).
In docked mode the LIST can be docked to any side (Left, Right, Top, Bottom ).
If you have 2 monitors - In floating mode one can have one "Quick Navigator" window (contacts list) on one monitor and on another monitor display ACT! detail view.

Say good bye to look-ups for Contacts, Groups and Companies and say hello to "Quick Navigation List for ACT!".

1. Embedded Contact list

Contact list is displayed in grid.
You can select displayed columns using "Options" button.
You can open selected contact in ACT! Detail View using double-click on grid or by pressing Enter key.
Navigation list can be displayed in the Contact Detail, Group Detail or Company Detail Views.

2. Filter Bar

Filter Bar allows you to build quick lookups. You can apply a filter to every field.
Filter Bar is an exceptionally powerful function in ACT! and is similar to running a continuous dynamic query.
You can filter several fields at the same time. You can use wildcards such as % and * to give you the ability to find records with commonality. Eg. Gift% will return all records that start with Gift. Gift* will do the same. *gift* will return all records with gift within the word. So the record can have "No Gift" or "Gifted". Gift* will not return "No Gift". =Gift will return all records where the corresponding value exactly equals Gift. Simply typing the first letter of a field is equivalent to using a wildcard entry. For example just typing the letter B in the contact field will return all those contacts which start with "B". The filter expression can be placed in every column and may contain:
Simple values (e.g. "Smith"). These are translated into filter expressions such as "like 'Smith*'". If you type "s" in the filter row, the grid will show only rows where the corresponding entry starts with "s". Logical expressions can also be used such as >B . This will exclude all records which start with "A" and contain only those which start with "B" to "Z". If you are using numbers then the logical expression >12 will include all records with a value greater than 12 but not including 12. This function is great for numbers or total sales etc.

3. Search Bar

Search text-box allows you to find row quickly - just start typing and Navigation List will automatically
navigate to record that starts with the symbols you type. E.g. typing "P" will bring up the first record starting with "P".
Please note : search text-box performs search in currenly SORTED column

4. Column header

Column header contains field name and small triangle glyph ( on sorted column only ) that shows sort order ASCENDING or DESCENDING . You can sort grid by any column - just click on column header.

5. Options menu

Options menu contains the following items :

Contacts, Companies, Groups - allows you to decide which list you choose to have visible.
In the ACT Contact window you can conveniently have the Group or Companies displayed.
This means you can quickly lookup companies or groups.

Limit list by current lookup - displays only contacts from current lookup

Clear filter - removes filter and displays full contact list

Customize columns - opens column selection dialog box that allows to select columns you want to display in grid.

Customize font - opens font selection dialog box

Show search text-box - show/hide search text-box
Show filter bar - show/hide filter bar
Show grid - show/hide horizontal lines in grid

Toggle Docked/Floating - This option allows you to decide whether you want Quick Nav to float over your workspace or to be docked according to the docking option you have chosen.

Docking Style - Left, Right, Top, Bottom

6. You can assign HOTKEY to Navigation list menu item (Tools/Quick Nanvigation List) and show/hide Navigation List using this key.

ACT! allows to define hotkey for every menu item. Right-click on menu or toolbar and select "Customize"
then select "Keyboard" tab and find in "Categories" list (on left side) menu item "&Tools"
then find in "Commantds" list (on right side) menu item "Quick Navigation List" then press "Assign shortcut" button and select hotkey.


Installation procedure

Download addon installation package and double-click it to start the installation. Restart ACT! (!!!)
The following items will be added to ACT! user interface:
An icon ( small green "N" ) should have been added to ACT! toolbar to launch "Quick Navigation" directly from within ACT!.
New menu item "Quick Navigation List" should have been added to ACT! "Tools" menu When you click on the "N" icon Quick Navigation activates and will appear by default on the right. When you click on Options you will find the "Docking" option. Quick Nav can be position on the bottom of the ACT! Window. On the top of the ACT! Window and on the left of the contact windows. Choose a style which suits you best.

Deinstallation procedure

Close ACT! (!!!) , press windows "Start" button, go to "Control Panel", click "Add and remove programs", find addon name ( "Quick Navigation for ACT!" ) in programs list and click "Uninstall" button.

Getting started

Just click "Quick Navigation" button in ACT! toolbar (small green N icon) or click "Quick Navigation List" menu item in ACT! "Tools" menu.

Publisher ActPresentation
Date Added
Last Updated February 12, 2012

Related Tags:

act    addon    addons    add-on    add-ons    third-party    customize    customization    consult    consulting    training    train    education    class    classes    ACT    ACT! Consultanting    ACT! 2005    ACT! 2006    ACT! 2007    ACT user group    ACT Users    ACT Software    Users Group    User Group    ACT! U   

Awards:

     
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