We just completed a neat project for the second time (once with ACT! and once with Goldmine) that I wanted to share with the group.
I have a customer that has his contact info in ACT!, and there are a number of customer pieces of info that he wanted to display automatically when someone entered a new order in Macola.
Using Fabsoft's Shortcut and Macola's flexibility, we were able to do this. (Fabsoft is an authorized Macola solutions partner).
The two windows (Macola and ACT!) were placed and sized so that you could see both. Upon loss of focus of the customer number field in the Macola order entry screen, the focus is switched to ACT! and the record with the same name as the customer in the Macola database is autmatically displayed, and focus is moved back to the Macola order entry screen so that the person can continue to enter the order and see the pertinent info in ACT!
When you go to a new order, the ACT! record changes automatically. This takes microseconds to execute.
We did this again for Goldmine with only a few changes for a sales demo. We are going to do this very soon for Saleslogix as well.
At any rate, ths was a very cool project, and was pretty cheap to implement. If anyone has any questions please let me know.
Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports
I have a customer that has his contact info in ACT!, and there are a number of customer pieces of info that he wanted to display automatically when someone entered a new order in Macola.
Using Fabsoft's Shortcut and Macola's flexibility, we were able to do this. (Fabsoft is an authorized Macola solutions partner).
The two windows (Macola and ACT!) were placed and sized so that you could see both. Upon loss of focus of the customer number field in the Macola order entry screen, the focus is switched to ACT! and the record with the same name as the customer in the Macola database is autmatically displayed, and focus is moved back to the Macola order entry screen so that the person can continue to enter the order and see the pertinent info in ACT!
When you go to a new order, the ACT! record changes automatically. This takes microseconds to execute.
We did this again for Goldmine with only a few changes for a sales demo. We are going to do this very soon for Saleslogix as well.
At any rate, ths was a very cool project, and was pretty cheap to implement. If anyone has any questions please let me know.
Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports