Traverse to Act!
Using DataPlus, Act! users access critical and statistical information from Traverse in Act fields for Customers, Vendors and Employees!
- Company and Contact Level
- Customer and Vendor Contact linked to Company
- New Customers, Vendors, Employees in Traverse, that are not in Act! are pushed to Act! throughout the day
- Statistical data pushed daily
- Data available to network, web, mobile and remote users
Act! to Traverse
Currently using DataPlus, Act! administrators associate Customers, Vendors and Employees in Act! to Traverse by using key fields in Act!
Create Customer, Vendor and Employee in Traverse
- Populate "Customer Number" field in Act! with "Customer Number" field in Traverse
- Populate "Vendor Number" field in Act! with "Vendor Number" field in Traverse
- Populate "Employee Number" field in Act! with "Employee Number" field in Traverse
DataPlus Drill Down
Using DataPlus, Act! users can data-mine a wealth of information from Traverse (within minutes, data is refreached and current)
- Drill down data is available for all years from Traverse
- Security access controls for Traverse data in Act!
- Traverse drill down data remains in your network (don't let your critical accounting data leave the office)
- COMING SOON - DataPlus cloud - Securely view Act! and Traverse data on the cloud