Bravo Contact Search Shop
ACT! Integration

    Click on the Profile button and then select Company Profile from the drop down menu.
    From the Profile screen select the Data Options tab.
    Under the Data Directories section you have to enter your Contact Management data path. When you click on the Browse button, the following screen appears.
    Ensure that ACT! is selected for External CM System. Locate the ACT! data directory and select the appropriate ACT! database file. For ACT! v5.0, select v4.0 for now and select version 3.0 for version 4.0. RemoteDesk v3.0 version going through release right now will have this corrected.
    Click on OK when this is entered. The path is updated with your selection.
    Click on the Save button on the Profile screen to save the changes. You must now proceed to the next step and select the data fields from ACT! to match with RemoteDesk
    Choosing Data Fields From ACT!
    To provide maximum flexibility in relating your ACT! contact data to RemoteDesk customers, there is a special screen that allows you to make changes. This data relationship has a default setting and will provide basic information exchange between ACT! and RemoteDesk. To access user defined fields in ACT! and any others, click on the Configure button on the bottom of the ACT! interface screen.
    The screen is split into two columns. The column on the left lists all of the RemoteDesk customer master fields that can be filled in. The column on the right, list the ACT! contact record fields that relate to each of the RemoteDesk fields. By scrolling through the list, you can see which ACT! field is passed into the RemoteDesk customer record.
    Pressing the Enter key or clicking on a selected line will either Unassign the field if there was a previous entry or will bring up a window containing the list of ACT! fields that can be accessed. Unassigned indicates that no ACT! field is currently used here and that RemoteDesk defaults will be used to fill in the field.
    You can scroll through the complete list of ACT! fields, including the user definable ones, to assign the right field that pertains to the customer data selected. Clicking on the Select button will update the data settings list with the selected ACT! field. Simply select the contact, company name and applicable address fields for display on the customer record in RemoteDesk.
    You must re-start RemoteDesk in order for the updated changes take effect.
    Once restarted, RemoteDesk can now access your ACT! data.
    Using RemoteDesk with ACT!
    The ACT! add-on provides a direct link to your contact profiles stored in your ACT! database. During the entry of a new sales order in RemoteDesk, you can add new customers from your ACT! contacts instead of entering all customer name, address and phone details manually.
    During sales order entry, new customer records can be created. Typically their information must be manually entered. Now on the order entry screen ACT! data can be accessed.
    When the contact management interface is installed into RemoteDesk, there is a new icon added to the regular sales order entry screen.
    Note - if the Contact Management icon does not appear on the order screen, check the Company Profile setup on the Data Options tab for your contact management type and data path setting.
    The sales order entry screen is displayed when you click on the Orders button and select Enter New Orders from the drop down menu. The icon appears with the Customer number field and is marked with a CM for Contact Management.
    Adding a new customer from ACT!
    To add a new customer from your ACT! database click on new customer icon, and then click on the Contact Management icon CM next to the Customer number field. To update an existing customer record from ACT!, display that customer on the screen and then click on the CM icon.
    The program uses similar search and grouping definitions that have been set up in ACT! and are used to find your contacts. Scroll through the contact list to find the right one. Click on the Select client button to use it in RemoteDesk.
    Searching for a Contact
    You can also search for a contact by selecting a field to search on for example, the contacts last name. Click on the Search for field drop down list to find the contact record field you want to search for. In this case4. Contacts last name. Once you choose a field to search for then enter the Search Text field. Enter part of the last name that you want to find. The Find button then becomes active and you can click on it to begin the search. The program begins the search of last names from the top of your contact list. The program will either stop on a name that matches the search criteria, or it stops at the end of your contact list. You can use the record position buttons to move through the file. Use the button on the left to re-position the search at the top of the contact list to begin a new search.
    Once you have the name you were looking for, click on the Select Client button to pass the highlighted client record to RemoteDesk.
    Consideration for Special Fields
    Most of the fields in RemoteDesk customer profile are string or text fields and have no special requirements. There are a few fields that do have specific constraints and they are described here. If a field is unassigned then the RemoteDesk Order Template is checked for a default for the specific field when the customer is added.
    Tax status: The program can accept any existing tax scheme number from 0' to 9'. Only the first non-blank character of the selected field coming from ACT! is checked. If it not the characters 0 to 9 then RemoteDesk uses the Order Template as a default.
    Territory: Only the first two characters of the selected fields from ACT! are used as the territory code. For example from an ACT! field containing WO - West Ontario the territory field would be set to WO.
    Terms: Only a valid RemoteDesk Terms code is acceptable. Anything else is not used and the Order Template is used as a default.
    Sales person: Only a valid RemoteDesk Salesperson code is acceptable. Anything else is not used and the Order Template is used as a default.
    Discount level: Only first non-blank character is considered. It can be either be a digit from '0' to '5' or letter from 'A' to 'E' . (case is not important). A letter 'O' or 'N' mean no discount.
    Credit Limit: Any numeric values from ACT! can set the credit limit. For example if the field contains "1000.00" then the credit limit is set to one thousand. If there are other characters in the field the Order Template default may be used.

 
©2001• Bravo Software Group• EC, EDI & Internet Integrators • Contact