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Addons for ACT! by Sage :
Abacus Calculated Fields for ACT!
make calculations involving ACT! fields
  • Create calculations involving ACT! fields
  • Assign calculation formula to field (make a field "calculated")
  • Calculate Total
  • Run your calculations either automatically or manually
  • Over 80 supported functions (mathematical, string, datetime, financial)
  • Mortgage/loan calculation
  • Use "IF" and "CASE" conditional statements to build calculation scenarios
  • Automatic data entry (fill fields automatically)
  • Calculate Interest Rates
  • Accounting software functions
  • Mass replace field values
Dynamic Field Color for ACT! by Sage
highlight fields depending on field values
  • Calculate and change field colors "ON THE FLY"
  • Conditional color calculations using "IF" and "CASE" statements
  • Perform data entry validation
  • Highlight incorrecly entered fields
  • Highlight fields depending on field values
New Contact List for ACT! by Sage
say "good bye" to look-ups!
  • Contact list is EMBEDDED in Detail View
  • List can be docked or floating
  • Built-in search by any field
  • Built-in FILTER bar - build quick LOOKUPS!
  • "Two monitors view" in floating mode
PicturePlus for ACT! by Sage
advanced features for picture fields + Scanner & Camera support
  • Links picture fields to Image files
  • Links to PDF, Video and Audio files
  • Scan directly to picture fields!
  • Load images from digital cameras
  • Full size image view
  • Open pictures in your favourite image viewer
  • Clipboard support (copy/paste images)
  • Drag'n'drop image files to/form ACT!
Employment History for ACT! by Sage
track who works for whom records
  • Associate chronological employment history with contacts
  • Enter work period ( start date, end date ) for every company associated with contact
  • Usefull for recruitment agencies
Quick Search for ACT! by Sage
find contacts quickly and easily!
  • Quick search tool for contacts, companies, groups and opportunities
  • Search by several fields simultaneously
Presentation for ACT! by Sage
run slide show based on ACT! report
  • Run slide show based on ACT! report
  • Convert report to MS Powerpoint Presentation

Our add-ons are compatible with:

ACT! 2005 (v7)
ACT! 2006 (v8)
ACT! 2007 (v9)
ACT! 2008 (v10)
ACT! 2009 (v11)
ACT! 2010 (v12)
ACT! 2011 (v13)
ACT! 2012 (v14)
Sage ACT! 2013 (v15)
Swiftpage ACT! 2014 (v16)
Swiftpage ACT! 2015 (v17)
Swiftpage ACT! 2016 (v18)
Swiftpage ACT! 2017 (v19)

forum
Abacus Calculated Fields for ACT!
Pricing and volume discounts:

 Single Computer License ( BUY NOW )
Single License $699.95 USD per seat
5-10 Licenses $649.95 USD per seat
10 and above $599.95 USD per seat

Download free trial BUY NOW
Download as .MSI package

 Site License (unlimited installations) ( BUY NOW )
"Abacus Calculated Fields" for ACT! now brings you the ability to calculate fields, copy fields, manipulate data and produce results dependant on the data within other fields, constants, functions and statements.

It was designed with ease of use as its main aim.
  • Writing a formula is simple.
  • Assigning the formula to a field is simple.
  • Reviewing and changing your formulae is simple.
  • Calculated fields are highlighted on ACT! layout

Make any field "calculated" in 2 steps : just select a field on layout(using context menu) and write calculation formula.

"Calculated" fields will be always up-to-date since calculations will be run automatically every time when you change value of any field that is a part of formula.

Tired of entering the same information over and over ?
Speed up your data entry tasks using automatic data entry feature. (Look at example below)
Abacus can automatically load any number of ACT! fields with values determined by the contents of another field. Just assign formulae to fields you want to be filled in automatically.


If you need complex conditional calculations Abacus add-on can do that too - just use IF...THEN...ELSE and CASE conditional statements to build calculation scenarios. In fact Abacus can handle very complex calculations, simply. Take a look at EXAMPLES OF CALCULATIONS below.

Links to the Statements, Functions and Operators can be found on the right-hand side of this page.

There are over 80 functions supported by Abacus addon ( mathematical, string, datetime, financial functions - mortgage/loan calculation, standard arithmetic operators along with boolean functions and data type conversion functions. ). Abacus can handle any calculation with ease.

Abacus addon can be used on Contact fields, Group fields or Company fields and you can run your calculations either automatically or manually.

"Abacus Calculated Fields" addon really makes light work of what has been the missing link in ACT! for years.

Abacus integrates smoothly into the ACT menu system and the calculations just work.
Isn't that what you want from a field calculator?

When it comes to calculations "Abacus Calculated Fields for ACT!" is the first choice.

EXAMPLES OF CALCULATIONS

CALCULATING THE AGE OF A CONTACT

If 'Birth Date' is the date of birth field then use one of the following formulae :

Age( [Birth Date] )
DATEDIFF( year, [Birth Date], GETDATE() )
DATEDIFF( month, [Birth Date], GETDATE() ) /12


ADDING FIELDS ( CALCULATING A TOTAL SUM )

[Field 1] + [Field 2] + [Field 3]

MULTIPLICATION OF FIELDS

[Field 1] * [Field 2]

CONVERTING A DATE INTO A STRING

If 'Birth Date' is the date field to convert:
DATENAME(weekday,[Birth Date])+", "+DATENAME(month,[Birth Date])+" "+ DATENAME(day,[Birth Date])+", "+DATENAME(yyyy,[Birth Date])
E.g.: 01/11/2004 is converted into string 'Sunday, January 11, 2004'

CAPITALIZING THE FIRST CHARACTER OF A FIELD

Lets use 'User 1' field for example:
UPPER(Left([User 1],1)) + LOWER( Substring([User 1],2,Len([User 1])-1) )
E.g.: "Send an Invoice" is converted to "Send an invoice"

COPYING THE CONTENT OF A FIELD TO ANOTHER FIELD

This is really simple.
If 'User 1' is the field to copy to 'User 2', open 'Formula Editor' for field 'User 2' and simply insert [User 1] as formula: [User 1]

FORMATTING A NUMBER ( Lets assume that 'FieldA' is numeric field )

Format( [FieldA],"$###,###.00" )
E.g.: if FieldA contains 2343.3 then it will be formated as $2,343.00

BLANKING OUT A FIELD

Simply type a double quote "" in the 'Formula Editor' and the target field will be reset to a blank value.

CONDITIONAL CALCULATIONS

Example 1 ( IF...CASE statement usage ) :

IF( [Country]='Canada' OR [Country]='United States' ) THEN
   [Country] + ' is in North America'
ELSE
   'International'
END


Example 2 ( simple CASE statement usage ) :

CASE( [Country] )
   WHEN 'United States' THEN 'Domestic'
   WHEN 'Canada' THEN 'North America'
   WHEN 'Mexico' THEN 'North America'
   ELSE 'International'
END


Example 3 ( simple CASE statement usage ) :

CASE [State]
   WHEN 'NY' THEN ' State is New York'
   WHEN 'NJ' THEN ' State is New Jersey'
   WHEN 'NY' THEN ' State is New York'
   WHEN 'NV' THEN ' State is Nevada'
   ELSE 'State is ' + [State]
END


Example 4 ( searched CASE statement usage ) :

CASE
   WHEN UPPER([First Name]) = 'CHERYL' THEN 'Contact ' + [Contact] + ', type 1'
   WHEN SUBSTRING([Last Name],1,1) = 'J' THEN 'Contact ' + [Contact] + ', type 2'
   WHEN ([First Name] = 'Sean')AND([State] = 'NY') THEN 'Contact ' + [Contact] + ', type 3'
   ELSE 'Unsupported contact type'
END


AUTOMATIC DATA ENTRY( how to fill fields automatically )

Lets assume you have a table or products and you would like to select a product from a drop down within ACT and would like to have the other fields filled in automatically.

ie. Select 'OFFICE03' in field [Product]
and the following fields would be filled in:

Cost: $29.95
Description: Microsoft Office 2003 Training
Package: DESK

You need to assign formulas to fields Cost, Description, Package.


Here are formulae examples for 3 products ( OFFICE03, VISIO ,POWER POINT ) :

Formula example for field Cost :

CASE( [Product] )
    WHEN 'OFFICE03'           THEN 29.95
    WHEN 'VISIO'                THEN 34.95
    WHEN 'POWER POINT'     THEN 45.00
    ELSE 0.0
END

Formula example for field Description :

CASE( [Product]
    WHEN 'OFFICE03'       THEN 'Microsoft Office 2003 Training'
    WHEN 'VISIO'            THEN 'Visio Training'
    WHEN 'POWER POINT' THEN 'Power Point Training'
    ELSE 'Unknown product'
END

Formula example for field Package :

CASE( [Product] )
    WHEN 'OFFICE03'           THEN 'DESK'
    WHEN 'VISIO'                THEN 'BOX'
    WHEN 'POWER POINT'     THEN 'DESK'
    ELSE 'Unknown product'
END

For further examples see functions reference here.
Every function description provides formulae examples.
 Information:
How to install addon
How to uninstall addon
Getting started
 On-line help:
User reference
Statements
Operators
Functions
Financial functions
 Tutorials:
Flash demo 1
Flash demo 2
Flash demo 3
Flash demo 4
Examples of calculations
Download free trial
BUY NOW
 Compatible with:
ACT! 7 / 2005
ACT! 8 / 2006
ACT! 9 / 2007
ACT! 10 / 2008
ACT! 11 / 2009
ACT! 12 / 2010
ACT! 13 / 2011
ACT! 14 / 2012
ACT! 15 / 2013
Swiftpage ACT! 16 / 2014
Swiftpage ACT! 17 / 2015
Swiftpage ACT! 18 / 2016
Swiftpage ACT! 19 / 2017
 Screenshots:
Click on these sample screenshots
to see larger views.

ACT! software addons - best plugins for ACT contact management software ( Act! by Sage software : ACT!2005, ACT!2006, ACT!2007, ACT!2008, ACT!2009, Act by Sage Premium for Workgroups ).
Custom addon solutions ( ACT! add ons ) development and CRM (Customer Relationship Management) software training and consulting.