ACT 和OFFICE整合（一）

1.Word
－－Templates for producing letters
－－Invoked when Word files attached to contacts
2. Excel
－－Exporting data from list views
－－Creation of Pivot tables using Opportunity data
－－OLE/DDE integration when spreadsheets are attached to the Document tab
3. Outlook
－－Direct e-mail integration and calendar sync
4. Internet Explorer
－－Hyperlinks, web links, webpage attachments on Document Tabs

Word Tips – Finding Funky Characters

1. Sometimes, when doing conversions, strange characters will show up in Word templates. Here’s a trick for replacing or removing them
－－Choose Replace from the Edit menu.
－－Click on More. At the bottom of the Find and Replace dialog box, you'll see a Format button and a Special button.
－The Format button fixes formatting (e.g., one font for another, bold for italics)
－ the Special button replaces special characters (e.g., paragraph marks, note reference marks).

Word Integration – Fill-in Fields

1. Templates in ACT! using Word allow automation of fields.
2. However, occasionally there are other data that need to be added “on the fly” such as dates
3. Fill-in fields in Word allow the document to have fields for inputting data
4. The trick to turn them on using the new ACT! integration is as follows:
－－Add the fill-in fields to your template and save the file
－－Write a letter in ACT using the new template
－－Press CTRL A to highlight everything in the document
－－Then hit F9 – this will invoke the Word commands
－Note – this works on a mail merge as well because all the mail merge is in one large file

Word Integration – Ask fields

1. Similar to Fill-in Fields are ASK fields – they do just exactly what it sounds like – it asks information and then fills in data located in bookmarks. A good use of this is asking for a date that is then referenced throughout the document. Here’s how you set that up
－－Start a Word template in ACT!
－－At the top of the document, click on Insert – Field – and choose ASK from the choices.
－－Enter in the Question and also give the bookmark a name – in our case we’ll call it MONTH
－－Next, place your cursor in the document in places where you want the answer inserted.
－－Click on INSERT – FIELD – and find REF (for reference). You will see MONTH showing under References available.
－－Use the same trick of CTRL A – F9 for the Ask question to appear

Excel and ACT Integration

1. There are several areas within ACT that integrate tightly with Excel.
－－ACT list views provide Export to Excel capabilities
－Any column in the list view will become a column in Excel
－－Excel files attached to contacts in the Document tab in ACT will automatically update cells in Excel with data from the contact record.
－This is using the OLE /DDE connectivity between ACT and Excel.