ACT! Advanced Excel Templates

Add-on Details

Applicable versions
This add-on is designed to work with the following versions.

Sage ACT! 2011 / 13

This add-on may work other version but has not been tested so if this is not your version contact us directly.

Advanced Excel Templates by Exponenciel

This addon was developed to the ability to integrate ACT! with Excel via templates you can create on your system.

  • Build your own Excel Linked Templates
  • Autonumber documents
  • Insert fields from Contact Screen directly into Templates
  • Create Bidirectional documents which write back to ACT!
  • Include Contact, Company info in documents names when creating.

Note: Before downloading you should determine the correct version for your version of ACT!. To determine the version of the product you are using, select Help, then About ACT! from the ACT! main menu.

Download Details





Click on Link to download to your machine.
This Add-On was created by Exponenciel an external developer of ACT! addons.

Installation Notes



Step 1.

Download the utility to your machine.

Step 2.

Once the download is complete, close ACT! is closed and double-click the downloaded file to start the installation.

Step 3.

Once the installation process is complete, launch ACT!. Except for layout tools, an icon should have been added to your ACT! toolbar(s) to launch the addon directly from within ACT! as well as a menu item under the ACT! Tools menu. NOTE: we do not add icons to all views, only to views the add-on can be run from.

Common Questions



Do I have to install the add-on on each machine or can I run it from the server?

You need to install it on each machine you want to run the add-on from. This is the only way to run our add-ons (see the technical note below). Please note that none of our add-ons require to be installed if you are not going to use the add-on on a machine. Installing on the server is useless unless you want to use the add-on with the ACT! client installed on the server.

This ACT! add-on is a plugin why does it not offer an alternate installation path?

Once the download is complete, make sure ACT! is closed before double-clicking the downloaded file to start the installation.

Will this Add-On work on Terminal Server

This utility has not been tested on Terminal Server although if installed using the terminal server install you should always install as administrator although you will need to purchase a separate license for each user.


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© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Wednesday, 17 July 2013
ACT Add-Ons, ACT Software, ACT! Consultants, ACT Consultants Australia

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