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Complete your CRM solution!
DataPlus dpFolders

dpFolders

What does it do?

  • Manage Your Files Your Way!
    • Additional tab in Act! provides direct access to contact file folder
    • Auto create primary and sub-folders per contact using dpFolders Profile
    • View/edit files from within Act!
      Note: Files must be Active X Compliant
    • Drag-n-Drop files to and from folders in Act!
    • Delete files from folders in Act!
    • Use local or network settings to configure folder structure
    • Create multiple Profiles
    • Set default Root Paths
    • Set Act! field names for naming root folders
    • Add additional folders to root folder

What can you see?

  • dpFolders Tab
    • "Windows" explorer
    • Folders
    • Sub-Folders
    • Files
  • Double click file to open
  • Images, Word, Excel, Text, PDF, and more!
  • Right click folder or explore outside of Act!
  • Right click file to open outside of Act!
  • Right click folder or file to delete
  • Right click folder to create new folder
  • Right click folder to rename

How does it work?

YouTube
  • 20 Second Install
Coming Soon
  • Configure Settings
Coming Soon

Act! Versions

v18, v17, v16, 2013, 2012, 2011, 2010, 2009