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ACT! -
AddOns - Stonefield Query™ ACT! Integration |
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Will be Integrating with Stonefield Query™!
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Stonefield Query Reporting Solutions
Stonefield Query | ACT! Integration | QuoteWerks Integration
Stonefield Query for ACT!® is a user-friendly report writing, query, and data mining tool designed specifically for ACT!. You no longer need to call the IT specialist every time you need a report. Now your sales people, administrative staff, and management can create their own reports in minutes. Stonefield Query for ACT! can handle virtually all of your reporting needs.
ACT! Specific Features
- Stonefield Query works with the following ACT! versions: 3.0, 4.0, 2000 (5.0), 6.0, 2005 (7.0), 2006 (8.0), 2007 (9.0) and 2008 (10.0).
- More than 60 pre-defined reports are available. These reports alone are worth the price of Stonefield Query!
- Use Stonefield Query to create new and update existing ACT! Groups using any filter criteria.
- Stonefield Query provides access to all user-defined fields. All fields appear with the caption assigned by the user.
- Multi-Database Support: A single report can be run against each of your ACT! databases without making changes to the report.
- Data can be extracted from anywhere in ACT!, including Activites, Sales/Opportunities and Notes/History.
- Stonefield Query for ACT! can report on information in QuoteWerks, a quoting system that integrates seamlessly with ACT!.
Other Stonefield Query Features
- Choose from four different report types: Quick Reports (row and column layout), Cross-Tabulation Reports (like pivot tables, for analysis), Charts/Graphs (pie, bar, etc.) and Labels (mailing, barcode, etc).
- Live Links: This allows you to create reports that drill down to other reports (for example, clicking on a customer name to show the sales for that customer) or automatically bring up someone's email address in your email program or Web site in your browser.
- Output Options: Stonefield Query supports output to comma-delimited (CSV), Image Formats (.bmp, .gif, .jpeg, .png, .tiff), Microsoft Excel® (XLS), Microsoft Word® (DOC), Open Office (Calc & Writer), PDF, Rich Text Format (RTF), Table Format (DBF), Text (.txt), Web Page (HTML), XML, and XPS (.xps).
- Report Templates: Choose from one of the supplied templates or use the Template Editor to build your own.
- Report Sample: See a snapshot of what the report looked like the last time you ran it.
- Report Scheduler: Automate reports that need to go out on a regular basis.
- Report Preview: See what the report will look like at each step of the report building process. There's no need to save and exit before viewing.
- Role-based Security: Control access to a single report, group of reports, and/or specific modules by assigning users to groups. This allows you to restrict access to sensitive data.
- Email Reports: Use a SMTP or MAPI email client to quickly email reports through Stonefield Query.
- Label Wizard: Select any data in your system and choose from 87 different Avery label formats.
- Advanced Report Designer: Customize the report layout beyond the report wizard settings using the Advanced Report Designer for complete report control.
- Allows user to control font, color, alignment, heading, and column width for each field with a mouse click.
- Allows user to group and sort on any field with a mouse click.
- Automatically adjust's a fields column width to match the widest amount of data in the column. No time lost adjusting and aligning fields.
- Unlimited Reports: Create an unlimited number of reports.
- Favorites: Save frequently used reports into your user-specific Favorites folder for quick access.
- Customize SQL Select: Stonefield Query automatically generates a SQL Select statement for the report once fields have been selected. Advanced users can customize the statement if desired.
- Detailed Help File: Read through our detailed online help or our 240+ page PDF reference manual. Topics include Tutorials, Using Stonefield Query, Menu Functions, How To, and Frequently Asked Questions.
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