Option |
Description |
Applies to |
Extra Charge? |
| Make Companies as Groups | ACT! does not have a separate Accounts/Company table, so we can use the Groups table | conversions to ACT! | No |
| Convert data into Initial Caps | If your NAMES and ADDRESSES are in ALL CAPS, we can put them in Initial Caps | All databases | No |
| Sales / Opportunities | Import the sales and opportunity features | ACT!, Goldmine, Maximizer, SalesForce, SharkWare | Yes |
| Formal Salutations | Use the formal salutation versus informal for example: Dear Mr. Gates versus: Dear Bill |
All database with a Salutation/Dear field | No |
| Your preferred name of the converted data file we make for you | We take your database, convert it, and give the result a new name of your choice | All databases | No |
| IDStatus/Key field: | Which field would you like to be the main identification field. This may be an account number, or sales stage | ACT: Id/Status Goldmine: Key1 Maximizer: Account SalesForce: Account |
No |
| Import Email content files | If you have email content files, we can import them but it
takes extra work. (Note: We are not talking about the email addresses for contacts, which are already included at no charge.) |
ACT! .DET files Goldmine MailBox.DBF |
Yes, depending on how many email content files you have (Note: Email addresses for contacts are included) |
| Check for duplicates | The data file you send us may have duplicates already. We can help you remove them with our special utilities. | All databases | Yes, depending on how many duplicates there are, by the hour |
| Customized screen layout | We can make a custom designed screen form for your data | All databases | Yes, by the hour |
| Your preferred file attachment folder name | If you have files (such as Word, Exel, or Powerpoint documents) linked to your contact records, where would you like these to reside after the conversion? Specify the full path name, for example: C:\ACT\Document\Attach | ACT Goldmine Maximizer SharkWare |
Yes, depending on how many files you to attach. Note: we just need the folder name, not the files themselves. |
| Make contacts public (visible by all users) instead of private | |||
| Make activities (calls, meetings, todo's) public, not private |