- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
Contact Manager integration solution
For use with: any SQLBase database-driven application and Swiftpage ACT!
About the User: This project was commissioned by a client who
provides security solutions including guards, key holding, alarm response, mobile
patrols, cameras and facility management services to a diverse range of businesses
UK-wide.
Project Brief: The client uses the ‘industry standard’
Roster Manager software from Logosoft
to retain details of their Sites / Site Contacts and schedule workload along with Swiftpage ACT!
(previously Sage ACT!) for recording day-to-day communications and e-marketing. This way of
working meant significant double-entry of information with considerable inconsistency between the
databases. Our brief was to provide a solution to integrate the Roster Manager SQLBase database
with Swiftpage ACT! - create and update the information in Swiftpage ACT! with the information
in Roster Manager.
Features:
- Reading information (Site, Main Contact and Alternative Contact) from Roster Manager database; NOTE THAT THE SOFTWARE COULD ‘TALK’ TO ANY SQLBASE DATABASE.
- Writing Company and Contact information to the Swiftpage ACT! database - if the Company or Contact does not exist, then they are created; the Contact is linked to the Company record.
- The solution may be run manually or scheduled to automatically update the information in Swiftpage ACT! using Windows Task Scheduler.
- Numerous configuration options to define the columns are shown on the User-interface grid and which fields from SQLBase are mapped to which fields in Swiftpage ACT! (amongst many other things).
Benefits:
- Quick, easy and accurate update of Company and Contact information in ACT! from the data in any SQLBase database.
- Considerable amount of time saved because Company and Contact information no longer needs to be double-entered.
- Improved data accuracy and risk of human error eliminated through systemised solution.
- Options for automatic execution of the application so that information can be updated regularly on a daily, hourly or other frequency scheduled basis.
- Significant flexibility within the Configuration options to allow easy modification of settings for field mappings yourself, i.e. without having to return to us, the developer, to make changes.
