Adding "merge fields" from your ACT! database to a Word document is a simple point-and-click operation. Once added, the document is saved as an ACT! template.
Adding "merge fields" from your ACT! database to a Word document is a simple point-and-click operation. Once added, the document is saved as an ACT! template.

You might think of ACT! as a contact manager or a task scheduler — and it does both of those things as well as or better than any other CRM (customer relations management) package on the market. But in construction, you can't manage customers without managing tons of documents and correspondence, too. Sales letters, estimates, contracts, change orders, e-mail — being able to track "what you sent to who when" can mean the difference between resolving a disagreement and not getting paid for your work. At around $200 per user, ACT! is not only one of the best, but also one of the least expensive, document management systems around.

At its heart, ACT! is a database, and like every database, it captures and stores information (about the people and companies you work with — your "contacts") in bite-sized "fields." It ships with several dozen fields for the usual contact information (phone numbers, street address, e-mail accounts) and historical records (...

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