ACT! Professional Link for MMS

As well as offering the many features and benefits of a Contact Manager, ACT! is available to integrate with Sage MMS accounting software via an additional application called ACT! Professional Link for MMS. This integration provides small businesses with an integrated front office and back office system designed, developed and supported by Sage and its reseller community. ACT! integrated with Line 100 includes an accounting menu and an accounting tab for displaying relevant financial data in the contact record.

The link includes all the additional features of the ACT! Professional Link for Line 50 and allows you to open the “stock lookup”, “account lookup”, “quotations”, “Sales and Purchase Order Processing” windows within Sage MMS. There is also a “customer price enquiry” button which opens the relevant SOP screen in Sage MMS.

The user can further drilldown to view details of sales and purchase orders from this customer and to launch the Stock Item Balance screen. When integrating the two software packages data can be initially transferred from the existing sales ledger records to populate the ACT! database. Data synchronisation options are then made available to determine the ongoing nature and flow of the data between the two applications. As a result selected financial data can be displayed in the contact record within ACT! This can include credit limit, sales to date and outstanding debt information as well as trading terms and discounts available to that particular customer.

An additional tab also displays transactional information such as invoices associated with the contact. In this case invoice numbers, details and amounts are displayed as well as information relating to the amounts paid against the invoice.

Please note: Sage ACT! Professional Link for MMS is not a full product of ACT! or Sage MMS. This separately priced software application links Sage ACT! Professional with Sage MMS.

ACT! Professional, ACT! Professional for Workgroups and all other ACT! products are trade marks of Sage (UK) Limited