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Automatic Field Calculations

Automatic Field Calculations is the add-on you need if you want to make calculations involving ACT! fields. Calculations may be triggered automatically when you change the value a field. This way, your calculated fields are always up-to-date.

Automatic Field Calculations allows you to run multiple calculations at once for the current contact, current lookup or all contacts. It also works with companies and groups.

With more than 50 functions
(date/time, string, conditional, financial...) Automatic Field Calculations allows you
to perform the calculations you want

Here are a few examples of what can be done with Automatic Field Calculations:

  • Use an If statement to populate a field
    (ex: if FieldA=valueA then FieldB=valueB else FieldB=valueC, etc.)
    Functions can be nested inside other functions, so you could make it as complicated as you want (ex: if FieldA+FieldB=valueA then if FieldC=valueC then FieldD=valueD, etc.)
  • Copy the content of a field to another field
  • Launch an outside program or document
  • Format a number
  • Calculate an age
  • Blank out a field
  • And all the calculations you can imagine using more than 50 functions! Date/Time, String, Mathematical, Conditional, Statistical, Financial functions (see the user's manual for all details).

 

New in version 5.4:

  • New functions: Case, In and Between functions makes your conditions easier to write
  • Calculations and assignment management can now be restricted to Admin users.
  • Commented examples are now accessible from the Syntax editor window for easy copy and paste in the editor.

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Across this Web site, ACT! and ACT! Premium might be referred to as ACT! or Sage ACT!. Sage ACT! was the product name from 2010 to 2013.

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