Act! Addons Act! Plugins Act! v17 Act! v16 Act! 2013 Act! 2012 Act! 2011 Act! Premium Mobile
Act! Act! Pro Act! Premium Act! Pro vs Premium Act! Premium Mobile Act! emarketing SwiftPage emarketing Act! Hosted Act! Applications Act! Hosted Comparison Act! On-Premise Act! Google Service Plans Act! Subscription Act! Updates
Integrated Solutions DataPlus DataPlus Cloud Sage Software Intuit Microsoft Digital Gateway Evo~ERP Open Systems Medical Inventory QuoteWerks Custom Solutions Other Addons DataPlus Accounting Integration Other Plug-ins dpHistory dpFolders dpCompanyAccess Other
Help / Support Contact Us Help (GoToAssist) Help Desk (Online Help Thread) Support Plans Training Product Licensing Knowledge Base Hogan Data / DataPlus Act! System Requirements Act!
Client/Partner Login Client Portal - Serial Numbers - Download Software - Client Status Partners Home Page Partner Portal Credit Card Authorization Credit Card PreAuthorization Act! Community Community

Complete your CRM solution!
DataPlus cloud for e-automate
Security | Performance | Global View
DataPlus cloud for e-automate

What does it do?

Allows Act! users and contacts access to data in the cloud based on Act! permissions.
  • In Act!, create login credentials for users and contacts
  • Available Act! contacts based on filters - (e.g. ID/Status contains Customer and Prospect)
  • Website hosted on your IIS server
    • Webpage reads Act! data relating with contact
    • Webpage reads application data relating with Act! contact
  • Access to website
    • Act! Adminstrator: Access to every filtered Act! contact
    • Act! User: Access to every filtered Act! contact based on limited access
    • Act! Contact: Access to their account information only
  • Access to Files & Folders
    • Adminstrators, Users, Contacts can upload and download files.
  • Files & Folders Location/Access
    • Your network folder structure
    • Act! using dpFolders

What can you see?

Provides users access to critical and statistical information from your business applications via the cloud!
  • Data source(s)
    • Live Act! Premium Data
    • Live e-automate data
  • Presentation - Webpage
    • Standalone Webpage
    • Act! for Web using "Web Info" tab
      • Information relates to current contact
  • Files & Folders
    • Upload and download files
  • Security
    • We recommend using SSL certificate more info

What data could display?

Access aggregated Act! Premium and Application data.
  • Field data
  • Statistical data
  • Views or lists
    • Customers/Prospects
    • Invoices
    • Payments
    • Service Contracts
    • Equipment
    • Meters
    • MIF
    • Service Calls
    • Service Leases
    • Inventory
    • Non Inventory Items (Competitive items)
    • Files & Folders (works with dpFolders)
    • YouTube Video
    • More to come...
  • Within Act!, associate data with contact using "Web Info" tab
    • Act! Premium
    • Act! Premium for Web
Software: Sage Software | QuickBooks | Digital Gateway | MS Dynamics GP | Fishbowl | Medisoft | More...
Applications: SQL Server | Access | MySQL | Wordpress | Oracle | Pervasive | SAP | DB2 | More...
Industries: Real Estate | Construction | IT | Medical | Software | More...