Scan and Organize for Act!

Rid Yourself of Unnecessary Paper and Maintain Immediate Access to Client Customer Files from within Act!

The Scan&Organize Add on for Act! allows superior document management inside of Act! by creating a tab in your Act! layouts called 'Organizer'. The Organizer tab allows you to link to the desired Windows folder for each contact, company and/or group and manage the files within the Act! Interface.

Simply look up the contact, company or group and click on the Organizer tab. The contents of the linked folder are automatically displayed.

Request a Demo Today!