17 October 2010

Link to Folder from Contact Field

If you have a folder for a client, or a folder of important documents, and don't necessarily want to attach each and every document to an ACT! record, this field use "trick" will help.  Using a URL field, you can actually type in a directory path, and - when clicked - will open an Explorer window to that directory.

04 October 2010

Updated Free Group Count AddOn Released

I've released an update to the free Group Count AddOn.  The new version keeps the functionality of the original - to quickly view a count of a Group and it's sub-groups - but adds a few features requested by users.

Specifically:
  • it will create a Group_Count field that can be added to a layout or a column in the Group List view
  • creates a new menu item that goes through all the groups and subgroups, counts members, and puts the value in the Group_Count field, or in a Note under the Group record (depending on type of database)
  • it auto-sizes the bottom left panel on the status bar - which allows you to view the entire group name instead of cutting it off
  • additionally, in that lower left panel, it also automatically shows the number of contacts in the current group [e.g. "Customers has 141 members"] as you click on each group
More info is on my site.  Remember, it's a free addon, please enjoy and pass info along to colleagues and associates.