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PROGRAM
: DataPlus for e-automate - DataPlus Configuration
Table of Contents
DataPlus Configuration
DataPlus 4.0 Server Configuration
Create Act Database Fields
Related FAQs
Activation
Server Installation
Client Installation
DataPlus Configuration
Act Database Configuration
Push Contact
Update Installation
Messages or Errors
DataPlus 4.0 Server Configuration
Server Configuration Manager
Master Connection Settings
From Windows Start Menu - Open DataPlus 4.0 Server Configuration
Click on
Configure Applications >>
Server Configuration Manager
Master Connection Settings
Application Profiles
Right click on
EA
Server Configuration Manager
Master Connection Settings
Application Profiles
Click on
Add New Profile
Create Database Fields
Create Custom Fields
Additional custom fields will be created in initial import.
General Options
Check
Enable Database Locking
Entity Options
Check
Create Fields Only
Import Selection
Check
Only Run Selected Items
Check
Each entity that you will be importing into Act!
Click
Okay
Note: After import is complete, exit Act and reopen to enable Custom Fields.
Note: Fields in Contact & Company level will be created by DataPlus without importing data.
Note: You can now modify your Act layout with the custom fields created. Hogan Data provides custom Act layouts for e-automate that can be modified.
Related FAQs
Activation
Server Installation
Client Installation
DataPlus Configuration
Act Database Configuration
Push Contact
Update Installation
Messages or Errors
Software Solutions
DataPlus Integration
DataPlus ERP Integration
DataPlus Custom Integration
DataPlus Addons
DataPlus Plugins & Tools
Hosting Solutions
Mobile Solutions
QuoteWerks Quoting Solutions
QuoteWerks Integration
QuoteWerks Subscription & Licensing
Act! CRM Solutions
CRM
CRM & Marketing Automation
Marketing Automation
Pricing
Mobile Solutions
Helpful Links
Act! Hosting Solutions
Act! Mobile Messenger
Act! ERP Integration
Act! Custom Integration
Act! Addons
Act! Plugins & Tools
Act! Training
Act! Resources
Act! Support
Act! Community
Act! Downloads & Updates
Learning - Support
Software Support
Support (GoToAssist)
Support Plans
Training
Act! Training
KB Hogan Data / DataPlus
KB Act! Questions
KB QuoteWerks Questions
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About Us
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Return Policy
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DataPlus Subscription
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