Task List Plus Addon for ACT! - Add power to the native ACT! Task List by transforming it from a helpful interactive ‘To Do’ List into a turbocharged, full-featured productivity system. Colorize, sort, group and get instant subtotals to name just a few helpful features in this addon.
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About Task List Plus addon for ACT!
Q: Have you ever wanted to customize the task list looks or printing the list?
Q: Do you waste valuable time toggling to get a phone number or city/state?
Q: And, have you ever wished to clearly display ALL the names of all contacts?
Then Task List Plus addon for ACT! is for you — a productivity addon that extends and enhances ACT's native task list — delivers those and many other benefits. Offering a familiar, easy-to-use interface, this tool deliver robust features and functionality you can't enjoy with ACT's native task list view.
Task 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 this ACT! addon is installed you will wonder how you got along without it. This contact management addon for ACT! is a must have for any power user.
Easier To Use ACT Addons
• Group and subtotal the list by users, groups, companies, employees, contacts or resources.
• Display any field from the contact record directly on the task list. You can select unlimited number of fields.
• See your entire notes/details text field not just a little 'icon' representation.
• Automatically adjusts the height of each activity depending on the length of your notes.
• Reschedule or reassign any multiple activities in three clicks.
• Display, print or export additional field(s) from the contact record.
• See the names of all participants rather than "<Multiple Contacts>".
• Advanced print options such as; Fit-to-page, Zoom-to-fit, Actual-size.
• Add colors based on text such as ‘Send RFP,’ ‘Follow-up,’ ‘State=”New York”,’ ‘Service Ticket,’ ‘Vacations,’ etc.
• Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc.
• “Built-in” editing functions, including Textbox, Check Box, Calendar DropDown, “Combo” and DropDown controls.
• Outlook style card view can be collapsed or expanded so you can see the full details.
Greater Convenience
• Have more ACT! contact management information at your fingertips.
• Specify exactly what you would like to see in your ACT! task list.
• Make all activity information viewable and printable.
• Group and sort by an unlimited number of columns.
Increased Efficiency
• Instantly filter any ACT! column using our unique filter row at the top of the list.
• Quickly view, print or export data directly from ACT!.
• Design multiple column sets and snap between them for exporting.
• See Sums, Averages or Counts for any columns with subtotals for any group.
More Flexibility
• Personalize your ACT! interface using drag & drop filter panels.
• Drag & Drop any ACT! column on or off the list at any time.
• Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc.
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| Task List Plus for ACT! Version 2 | $89.00 | ADD |
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| Task List Plus for ACT! ( 5-User ) | $425.00 | ADD |
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| Task List Plus for ACT! ( 10-User ) | $800.00 | ADD |
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Suites
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This addon is also included in these suites.
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ACT! Add-on Suite Activities (CVP & TLP) (1-USER) learn more...
| $165.00 | ADD |
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ACT! Add-on Suite Standard (CLP,TLP,RAA,AMM,TLM & TAP) (1-USER) learn more...
| $199.00 | ADD |
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ACT! Add-on Suite PLUS (OLP,CVP, CLP,TLP,RAA,AMM,TLM and TAP) (1-USER) learn more...
| $249.00 | ADD |
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ACT! Add-on Suite DELUXE (DIT, OLP, CVP, CLP and TLP) (1-USER) learn more...
| $299.00 | ADD |
For more information on pricing, click here
Here are some additional feature you get with Task List Plus for ACT!.
Features unique to the opportunity task view in ACT!.
- Advanced List Management: Task List Plus adds a variety of powerful features to ACT's native tasklist to help you efficiently manage your tasks and activities. When you install Task 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 activities 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.
- Reschedule multiple tasks: Reschedule multiple activities at one time. Have you ever tried to reschedule 20 tasks to another day in the future? With Task List Plus it takes just three clicks.
- Reassign multiple tasks: You can select any number of tasks from the list then send them or reassign them to any other user in the database.
- Annual date fields: Display annual date fields like Birthdays or renewals right on your list. Print it, sort it, and filter it. It’s your data!
- No 10 User limit: Display more than 10 users at open time. Why not, what does ACT! have against that 11th user?
- Additional Contact Fields: Did you ever want to display the mobile phone number field in your task list? Additional contact fields can be added to the task list. ( see Expandable Data below)
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.
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