Opportunity List Plus addon for ACT!

Q: Have you ever wanted to subtotal your opportunities by status, stage or manager?
Q: Do you waste valuable time toggling to get contact information?
Q: And, have you ever wished to display all the products or services in the list?

Then Opportunity List Plus addon for ACT! is for you — a productivity addon that extends and enhances ACT's native opportunity view — delivers those and many other benefits. Offering a familiar, easy-to-use interface, this ACT! addon tool delivers robust features and functionalities you can't enjoy with ACT's native opportunity view.  This opportunity, sales and project tracking management addon for ACT! is a must have for any power user.

Opportunity List Plus addon for ACT! is embedded inside ACT!'s easy-to-use interface, so there’s no need to run multiple applications or launch external programs. Once installed it seamlessly updates the opportunity list with a new set of can’t-live-without features including a new toolbar. Our addon toolbar becomes part of the interface and enables several new functions: reorder columns, develop your own color coding, edit without reopening contact files and more. 

Easy To Use ACT Addons

• Add and track ACT!'s activities or activity series for each opportunity as a project management tool.
• View percentage of activities completed by count and cumulative days/hours/minutes.
• Display ACT! fields from the contact record. You can select unlimited number of contact fields.
• Group by fields such as state or country, payment method, record manager or any selected field.
• See your entire notes/details text field not just a little 'icon' representation.
• Redesigned ‘Edit Opportunity’ window allows you greater flexibility and customization.
• New tabs for; Bill to/Ship to information and activities attached to the opportunity.
• Use color to highlight any opportunity such as sales over a dollar amount, all sales to a customer or specific manager.
• Add colors based on text such as ‘send RFP,’ ‘follow-up,’ ‘whitening,’ ‘oil change,’ ‘take X-ray,’ etc.

Greater Convenience

• Create reports right from the list. No need to wait to print a report in ACT!.
• See subtotals for any group/subset for ‘on the fly’ calculations and reporting.
• Export to Excel with one click using pre-designed column layouts/export maps.
• Make all opportunity information viewable and printable.

Increased Efficiency

• Eliminate steps while making greater use of the ACT! opportunity list.
• Instantly filter by any field using our unique filter row at the top of the list.
• Quickly view, print or export data directly from ACT!.

More Flexibility

• Eliminate steps while making greater use of the ACT! opportunity list.
• Automatic re-numbering when you add or subtract an products or services.
• Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc.
• Merge Contact/Opportunity/Company/Groups fields onto your templates using Verb.
• Quickly access multiple ACT! templates such as invoice, quote or project reports.

Pricing

	Single-User versions
	Opportunity List Plus for ACT! ( 1-User )	$149.00	ADD

	Volume discounts
	Opportunity List Plus for ACT! ( 5-User )	$690.00	ADD
	Opportunity List Plus for ACT! ( 10-User )	$1,340.00	ADD
	Opportunity List Plus for ACT! ( 20-User )	$2,380.00	ADD

Suites

This addon is also included in these suites.

	Addon Suites
	ACT! Add-on Suite DELUXE (OLP, CVP, CLP,TLP,RAA,AMM,TLM and TAP) (1-USER) learn more...	$299.00	ADD

For more information on pricing, click here 

Here are some additional feature you get with Opportunity List Plus for ACT!.

 

Features unique to the opportunity list view in ACT!.  
 

• Advanced List Management: OpportunityList Plus adds a variety of powerful features to ACT's native opportunity list to help you efficiently manage your opportunities. When you install Opportunity List Plus you'll immediately experience a more detailed list that uses powerful list management tools accessible on our toolbar.  
    
• Appearance and Colorization: You can define color conditions that are applied to all of your opportunities at all times. Display all "Customers" as green or State="New York" as Blue. You can quickly design your own color rules. These color rules can be easily turned on/off with a click off the mouse.
   
• Auto-number generator: Allows for multiple auto-number sequencing to be selected when entering a new opportunity, quotes and/or invoices. You can seed these numbers with any alpha numeric combination. These sequential numbers are stored in the ACT! database folder so users will always be in sync.
   
• Expanded Product and Contact Information. The list support expandable rows that display products and/or services attached to an opportunity. Viewing this data on screen is not possible in ACT! And can only be obtained by running a complex report.  We also expand the columns to all fields from the contact table. You can include any column like ID/Status or postal code on the list.
   
• New filter selectors: Filter opportunities on the screen by product name or product number (SKU #) fields. For more on filtering please see the Sorting, Grouping and Filtering below.
   
• Multiple Templates:  By default, ACT! only has one 'quote' template but with our add-on you can design multiple templates for multiple purposes and and give them names such as; "Quotes", Invoice US", "invoice UK" and "Project Status".
   
• Template to PDF to Email: Templates can be quickly generated, automatically converted to a PDF, and then attached directly to an email ready to send. All you need to do is fill in the email body or use our email template to do that for you!
    
• Bill to & Ship to address: You can use any contact , company or group fields when generating a document. You can use the company table which holds the bill to and ship to fields to print shipping labels. 
    
• Activity tracking: Attach and track activities per opportunity. See the percentage completed and/or the hours completed per project.
   

Tighter Data Coupling with SQL

• Data mining: You can define simple or complex conditions that can be used to filter, format, group, tabulate or find rows which conform to any criteria. All these features together help you analyze data from different perspectives and summarize it into useful information - information that can be used to increase revenue, cut costs, or both.
   
• Math Functions: Sum or count values in a column directly on the screen. No need to run complex reports. All add-ons support math functions built into each column like displaying the group counts "State: NY (11 contacts)" or currency total "Totals for  Sales Team Alpha ($156,000)". These functions can add totals and counts at the bottom of each column of any field using aggregate function including: Count, Sum, Average, Min, Max, StdDeviation, ValueCount.
   
• Deeper data integration: All of our add-ons have deeper data integration then the native ACT! list. For example: we display the actual notes text rather than a simple icon;  all the contact names are listed on an appointment rather than "<Multiple Contacts>" and we can display more than 10 users at one time on the Task List and Calendar View ( a limitation in the current ACT! 10 product).
   
• Expandable Data: Most Durkin add-ons lists support expandable rows to display secondary information like any contact fields when viewing the task list or product names when viewing an opportunity. Viewing this data on screen is not possible in ACT! And can only be obtained by running a complex report.  Our lists not only display this information but also print, export, subtotal, format and sort it.
   

Appearances and Formatting 

• ACT! Interface: All Durkin Add-ons are embedded inside of ACT!'s interface and use windows installer compliant standards. No need to run multiple applications or launch external programs once ACT is launched. All add-ons can be easily installed and uninstalled in seconds. You can even 'toggle' between our add-ons and ACT's native view simply by going to our "About" window and turning off the master switch.
   
• New  Toolbar: The add-on toolbar is displayed at the top of each list or view. This new toolbar handles all of the additional features that are included with the product. You can also right-click on the list or view to expose our popup menu.
   
• Appearance: The add-in offers many advanced formatting features that will give you total control over how data is displayed. Cell, and Row Level conditional formatting can be done effortlessly using "Color Rules" like "IF Id/Status = 'Customer' display as GREEN".
   
• Drag & Drop: You can drag and drop any column off the list to remove it.  You can also drag columns to the left or the right without opening any 'design' windows. These column positions will be automatically saved in your user preference files and you can have multiple column sets/layouts.
   
• Column Formatting: Users can change many properties of each column such as: Caption, Character casing (Upper/Lower), format string and input masks for phone number or Social Security numbers.  Some of the formatting options are independent of the ACT! Database, like the ability to truncate currency. ( $18,200 rather than $18,200.00 )  Users can also display math functions to generate totals and counts on the last row.
   
• Expanded Popup Menus: Our right-click popup menus support all ACT's native features and appends our new features to it. To expose these expanded menu features right-click anywhere on the list or view. 
   

Features unique to Durkin Add-ons

 

• Multiple Layouts: You can design and save multiple column sets/ layouts. You then can quickly switch between these "Column Layouts" by a simple popup list. Create an save your own sets for reporting or exporting.
   
• Color Rules: Add color to your list with simple rules. Color rules are automatically applied to all the rows matching the rule.  Colorize rows like 'Prospects to be called'. Extract hidden information like 'Decision Maker(s)' in ‘New York’.  Cell, and Row Level conditional formatting can be done effortlessly using Color Rules (Format Conditions)
   
• In-line editing: Our in-line editing feature is on ALL of our add-ons including Opportunity List Plus. Our in-line editing support “built-in” editors like: Textbox, CheckBox, Calendar DropDown, Combo* and DropDown Controls. The dropdown are prefilled with user defined list values from ACT!.  Never go back to the details window or double-click to open and edit window to make a simple date change again. Edit any value with one click or toggle edit mode on and off.
   
• Advanced docking: By using our movable filter panel feature, the user can easily auto hide or dock any panel, permitting better use of the application workspace.  Panels can be hidden or stretched to the height of the screen, or moved and docked to the left or right for easier access. In our Task List Plus add-on you can display all users just to the side of your list. Now you have the instant ability to select more then 10 users and see who is selected!
   
• Dual Monitor: Did you ever want to drag your calendar or opportunity list to your second monitor? Now it’s possible with our add-ons. We support dual or multi monitored hardware configurations. 
   

Sorting, Group & Filtering

 

• Sorting Data: Sort your data up to 4 levels deep directly from on your screen, while displaying a grouped condition that is filtered by an unlimited number of fields.  Try running that as a report.  And you can do it in seconds!
   
• Grouping: Group similar rows together using our group feature while sorting and filtering in real-time. This feature gives the ability to organize information and report on that information in an effective manner. Groups support sub-totals and record counts.
   
• Filtering Row: All lists have a simple yet very effective filter row at the top of the list. This row allows you to quickly search on multiple conditions from the top of multiple fields. Filters can be saved and re-applied. Some of our add-ons have additional filtering capabilities like Opportunity List Plus's ability to filter on Product Name or SKU numbers.
   
• Tag Mode: Now that you have selected the perfect subset, you can tag and un-tag  to create a lookup. If you want to select multiple rows to export that do not share common lookup criteria, use the tag mode to create and save your own exported lists.  Contact List Plus has the additional functionality of saving that subset to be recalled at a later time.
   

Document Production
 

• Merging documents: Some Durkin computing Add-ons come with an enhanced word processor called Verb. This word processor allows the users to merge any additional information onto a document. This information can be from the Company, Groups, Opportunities or Activities tables. This is an excellent feature when trying to merge the 'Company Address' onto an invoice or quote .
   
• Additional Templates: In our Opportunity List Plus product Verb allows the users to select from a user-defined list of templates, not just the 'quote.adt' template supplied with ACT!  You can now have "Quotes Internal" versus "Quote" and each template will have its own formatting and merge fields.
   

Printing & Exporting

 

• Print in Color: Print your lists and calendar in color. Our print functions easily achieve WYSIWYG (What-You-See-Is-What-You-Get) printing of the active list or view in ACT!
   
• Export to Excel: One button export to Microsoft Excel, Microsoft Word, HTML or XML formats. Simple click the 'Export' button and give your export file a name.  The new export file will auto-open in the program of your selected format. (XLS, DOC, HTM or XML).  This a very handy when coupled with our tag feature.
   
• Row Height: If you are displaying a large note field the add-on will automatically increase the rows height to display all the text. User can also change the height of the header caption. (Not available on all add-on yet)
   
• Row or Card View: All of our lists support two styles of viewing: Row Style or Card Style. Row Style is what you expect in a list- a scrollable list of rows. Card Style is more in-tune with the Outlook business card style.  To change the layout style from card view to row or back click on the icon on the toolbar.

Move your mouse over an image to enlarge.