| ACT! Premium for Workgroups 2006 - AddOns - |  |
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ACT! Premium for Workgroups 2006 and e-automate 6.0.4.
provides the following data from e-automate into ACT!:- Companies
- Companies & Divisions Linked!
- Contacts Associated with Companies and Divisions!
- Accounts Receivable
- List of all your customers!
- List of balance due per customer!
- List of all invoices!
- List of all invoices per customer!
- Aging report!
- Accounts Payable
- List of all your vendors!
- List of balance due per vendor!
- List of all invoices!
- List of all invoices per vendor!
- Aging report!
- Equipment
- List sold to your customers, serial number, install date!
- Yearly service calls per equipment!
- Drill down for all service calls to specific equipment!
- Is equipment under an active contract?
- Drill down to contract details!
- Total YTD equipment sales per customer!
- Restraints by Customer or Sales Representative!
- Inventory
- List sold to your customers, date sold, quantity, price, extended price!
- Total YTD inventory sales per customer!
- Restraints by Customer or Sales Representative!
- Contracts/Leases
- List all your contracts, start date, expiration date, and base rate!
- Total YTD contract sales per customer!
- Restraints by Customer or Sales Representative!
- Sales Orders
- List all your sales orders, date, type, and total sales!
- Sales order details, item, sales order date, fullfillment date, price!
- Restraints by Customer or Sales Representative!
- Work Orders
- List all your work orders, date, status, call descriptions and total sales!
- List all your work orders per customer!
- Review total work orders for each piece of your customer's equipment!
- Restraints by Customer or Sales Representative!
- Reports
- Crystal Reports
- Export
- Export DataPlus views to Excel spread sheet for data manipulation?
- Customization
- We will build custom views to support your companies specific needs!
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Screen Shots
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Drill Downs
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