Exponenciel - Efficient and affordable Sage ACT! add-ons

You are here: home > support > online help > excel quote-invoice maker for act! 2010 > table of content

Online help
Excel Quote-Invoice Maker

PREVIOUS TOPIC
Working from the Opportunity Details window

NEXT TOPIC
Running a macro automatically after the merged document has been created

Creating documents faster

Starting with version 7.2, quotes and invoices can be created faster, with the help of right-click menu items and buttons under the Opportunities tabs.

You'll find Create Quote or Invoice the new menu items in the right-click menus of the different opportunity grids (whether under the Opportunities tabs in the Contact, Company and Group Detail views or in the Opportunity List view) as well as buttons (Opportunities tab only).

To use these menu items or buttons, you need to select an opportunity first (you can select more than one under an Opportunities tab but only one in the Opportunity list view). Then the process will be the same as usual, except that you will bypass the opportunity selection window.

Note: if you click the original icon on the ACT! toolbar at the top, it behaves exactly as before, meaning it ignores any selection you might have made under the opportunity tab.

NOTE: this is valid for v. 7.2 and up only. If you are not using an earlier version, you can get the update from the Help>Check for update menu.

PREVIOUS TOPIC
Working from the Opportunity Details window

NEXT TOPIC
Running a macro automatically after the merged document has been created

Back to the Table of Content

   

Across this Web site, ACT! and ACT! Premium, Sage ACT! Pro and Sage ACT! Premium are referred to as ACT! or Sage ACT!.

home | products | support | order now | web design | resellers | contact us | meet now
Design by Exponenciel

Exponenciel has been a leading developer of Sage ACT! add-ons, Sage ACT! addons, Sage ACT! plug-ins, Sage ACT! plugins since 2001.
ACT!, ACT! for Workgroup, ACT! for Web, Sage ACT! Pro and Sage ACT! Premium are registered trademarks of Sage Corporation.