Toolbox
Type: Command
22. Open Act
23. Navigate to Tools/Design Layouts/Contact
24. Click on Command Field

25. Drag the button to location in your layout

26. Open Properties window
    Hint: F4
    Properties
27. Scroll down to "Command Field"
28. ButtonText change "Command" to Contact Import The name you want button in the layout to have
29. ProgramArguments if neededed Command line parameters for your command if needed
30. ProgramPath C:\Program Files (x86)\ACT\Act for Windows\Plugins\DataPlus 4.0\Import-S100ERP ContactOnly.bat Your batch executable with path

27. Name of button is now "IMP"
28. Save and close layout

29. Name of button is now "IMP"

Sample Address Block
Type: Auto Field
Fields
6. City
7. State
8. ZIP Code
Target Field
9. Address Block
Target Result
10. City, State ZIP Code
    San Antonio, TX 78216

Sample Address Block
Toolbox
11. Open Act
12. Navigate to Tools/Design Layouts/Contact
13. Clock on AutoField

Sample Address Block
14. Drag the button to location in your layout

Sample Address Block
15. Open Properties window
Hint: F4
Properties
16. Scroll down to "Smart Field"
17. ButtonText Address Block The name you want to button in the layout to have
18. FieldName Address Block The name of the field you want to populate
19. TemplateFirst [City], [State] [ZIP Code]

Sample Address Block
20. Name of button is now "Address Block"
21. Save and close layout

Toolbox
Type: Command
22. Open Act
23. Navigate to Tools/Design Layouts/Contact
24. Click on Command Field

25. Drag the button to location in your layout

26. Open Properties window
    Hint: F4
    Properties
27. Scroll down to "Command Field"
28. ButtonText change "Command" to QuoteWerks The name you want button in the layout to have
29. ProgramArguments /n:q /c:7 /t:1 Command line parameters for QuoteWerks
30. ProgramPath H:\Applications\ QuoteWerks\qw.exe Your QuoteWerks executable with path

/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"

27. Name of button is now "QuoteWerks"
28. Save and close layout

29. Name of button is now "QuoteWerks"

Customer Number Generator
30. Type: Auto Field
31. Target Field: Customer Number
32. Target Result: Companyname (first 17 characters without spaces

Toolbox
33. Open Act
34. Navigate to Tools/Design Layouts/Contact
35. Click on Custom
36. Click on AutoField

37. Drag the button to location in your layout

Smart Field
38. Open Properties window
Hint: F4
Properties
39. Scroll down to "Smart Field"
40. ButtonText = Customer No Name of button in layout
41. FieldName = Customer Number Name of the field to populate
42. TemplateFirst [First(17,Company)]

43. Name of button is now "Customer No"
44. Save and close layout

46. Click on Customer Number button
47. Act field should populate based on the TemplateFirst configuration

Customer No Generator
48. Type: Auto Field
49. Target Field: Customer No
50. Target Result: 00-0000001

Toolbox
51. Open Act
52. Navigate to Tools/Design Layouts/Contact
53. Click on Custom
54. Click on AutoField

55. Drag the button to location in your layout

Smart Field
56. Open Properties window
Hint: F4
Properties
57. Scroll down to "Smart Field"
58. ButtonText = Customer No Name of button in layout
59. FieldName = Customer No Name of the field to populate
60. TemplateFirst 00-[DataPlus(NextCustomerNo)]

61. Name of button is now "Customer No"
62. Save and close layout

63. Click on Customer No button
64. Act field should populate based on the TemplateFirst configuration