Knowledge Base
PROGRAM: dpSmartField - Sample Configuration

Table of Contents
What you need prior to configuration?
dpSmartField Configuration
  1. dpSmartField installed
dpSmartField Configuration Auto Field and Command Field
Act Contact Layout
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
    Tool Box
  3. Right Click menu
  4. Click on Customize menu
  5. Proceed to Sample Configurations
dpSmartField Command Field
Act Contact Layout
    Toolbox
    Type: Command
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on Command Field
Act Contact Layout
  1. Drag the button to location in your layout
Act Contact Layout
  1. Open Properties window
    Hint: F4
    Properties
  2. Scroll down to "Command Field"
  3. ButtonText change "Command" to Contact Import The name you want button in the layout to have
  4. ProgramArguments if neededed Command line parameters for your command if needed
  5. ProgramPath C:\Program Files (x86)\ACT\Act for Windows\Plugins\DataPlus 4.0\Import-S100ERP ContactOnly.bat Your batch executable with path
Act Contact Layout
  1. Name of button is now "IMP"
  2. Save and close layout
Act Contact Layout
  1. Name of button is now "IMP"
dpSmartField Sample Address Block
Act Contact Layout
    Sample Address Block
    Type: Auto Field
    Fields
  1. City
  2. State
  3. ZIP Code
  4. Target Field
  5. Address Block
  6. Target Result
  7. City, State ZIP Code
    San Antonio, TX 78216
AllowNonAlphaNumbericTrue
PreserveOuterSpacesTrue
ReplaceAmpersandWithNFalse

Field 1 Field 2 Field 3 Custom Field
City State ZIP Code Address Block
TemplateFirst
[City] [State] [ZIP Code] [City], [State] [ZIP Code]
San Antonio TX 78216 San Antonio, TX 78216
Act Contact Layout
    Sample Address Block
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Clock on AutoField
Act Contact Layout
    Sample Address Block
  1. Drag the button to location in your layout
Act Contact Layout
    Sample Address Block
  1. Open Properties window
  2. Hint: F4
    Properties
  3. Scroll down to "Smart Field"
  4. ButtonText Address Block The name you want to button in the layout to have
  5. FieldName Address Block The name of the field you want to populate
  6. TemplateFirst [City], [State] [ZIP Code]
Act Contact Layout
    Sample Address Block
  1. Name of button is now "Address Block"
  2. Save and close layout
Launch QuoteWerks
Act Contact Layout
    Toolbox
    Type: Command
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on Command Field
Act Contact Layout
  1. Drag the button to location in your layout
Act Contact Layout
  1. Open Properties window
    Hint: F4
    Properties
  2. Scroll down to "Command Field"
  3. ButtonText change "Command" to QuoteWerks The name you want button in the layout to have
  4. ProgramArguments /n:q /c:7 /t:1 Command line parameters for QuoteWerks
  5. ProgramPath H:\Applications\ QuoteWerks\qw.exe Your QuoteWerks executable with path


Additional Program Arguments for QuoteWerks

/n:q = opens new quote

  • n:q = Opens new quote
  • n:o = Opens new order
  • n:i = Opens new invoice

/c:7 = retrieve the information into the Sold To, Ship To, and Bill To fields

  • c:1 = Sold to Fields
  • c:2 = Ship to Fields
  • c:3 = Bill to Fields

/t:1 = value of TabNumber to open in QuoteWerks (Document Items)

  • t:1 = Documment Items
  • t:2 = Sold To / Ship To
  • t:3 = Sale Info
  • t:4 = Notes
  • t:5 = Custom

/u:"Username" /p:"Password"

Act Contact Layout
  1. Name of button is now "QuoteWerks"
  2. Save and close layout
Act Contact Layout
  1. Name of button is now "QuoteWerks"
Sample Customer Number Generator
Act Contact Layout
    Customer Number Generator
  1. Type: Auto Field
  2. Target Field: Customer Number
  3. Target Result: Companyname (first 17 characters without spaces
AllowNonAlphaNumbericFalse
PreserveOuterSpacesFalse
ReplaceAmpersandWithNFalse

Properties Custom Field
ButtonText Customer No
TemplateFirst [First(17,Company)]
Result Companyname
Act Contact Layout
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on Custom
  4. Click on AutoField
Act Contact Layout
  1. Drag the button to location in your layout
Act Contact Layout
    Smart Field
  1. Open Properties window
  2. Hint: F4
    Properties
  3. Scroll down to "Smart Field"
  4. ButtonText = Customer No Name of button in layout
  5. FieldName = Customer Number Name of the field to populate
  6. TemplateFirst [First(17,Company)]
Act Contact Layout
  1. Name of button is now "Customer No"
  2. Save and close layout
Act Contact Layout
  1. Click on Customer Number button
  2. Act field should populate based on the TemplateFirst configuration
DataPlus Sage 100 Customer No Generator
Act Contact Layout
    Customer No Generator
  1. Type: Auto Field
  2. Target Field: Customer No
  3. Target Result: 00-0000001
AllowNonAlphaNumbericFalse
PreserveOuterSpacesFalse
ReplaceAmpersandWithNFalse

Properties Custom Field
ButtonText Customer No
TemplateFirst 00-[DataPlus(NextCustomerNo)]
Result 00-0000001
Act Contact Layout
    Toolbox
  1. Open Act
  2. Navigate to Tools/Design Layouts/Contact
  3. Click on Custom
  4. Click on AutoField
Act Contact Layout
  1. Drag the button to location in your layout
Act Contact Layout
    Smart Field
  1. Open Properties window
  2. Hint: F4
    Properties
  3. Scroll down to "Smart Field"
  4. ButtonText = Customer No Name of button in layout
  5. FieldName = Customer No Name of the field to populate
  6. TemplateFirst 00-[DataPlus(NextCustomerNo)]
Act Contact Layout
  1. Name of button is now "Customer No"
  2. Save and close layout
Act Contact Layout
  1. Click on Customer No button
  2. Act field should populate based on the TemplateFirst configuration
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