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Sage ACT! 2012 & SalesLogix Add Ons - CompanionLink
Our Recommended ACT! Add-Ons
Companion Link (ACT! sync)
CompanionLink will synchronize your ACT! data with your handheld device or with other supported applications and web-based services. CompanionLink Express has all the basic features you need for two-way synchronization. CompanionLink Pro includes additional options such as the ability to sync wirelessly with your handheld, sync multiple databases, and other advanced settings.
ACT! Data We Sync:
- Contacts
- Activities - meetings, phone calls, events, personal activities, vacations, and custom activity types
- Activities linked to contacts
- Notes and histories
- syncs to contact's Notes field on the phone
- To-do items
- (NEW for ACT! 2012) - Social media links
- User-defined fields
- Alarms and reminders
- Attachment names
- Secondary contacts
- Opportunities (Pro only)
- syncs to Tasks field on the phone
- syncs opportunity name, est. closing date, and linked contacts
Screen Shots (Click to Enlarge)
