ACT! Integration by CDI

CDI’s ACT! Integration offers the ability to link contact information from ACT! and ACT! for Advisors with corresponding Laserfiche documentation. This integration also allows for drag and drop capability for documents within the ACT! Interface. Users have the ability to scan or import documents, briefcases, or stored folder structures.

The ACT! integration works with ACT! or ACT! for Advisors version 8.0.2 or higher.

Features

• Users can view documents stored in Laserfiche from the contact window in ACT!
• Integration supports drag/drop of documents, scan, import and importation of briefcases, or stored folder structures
• Allows for synchronization of documents with Laserfiche from ACT! interface

Specifications

Product Edition: V.4.1.3

Languages Supported: English

Required Laserfiche Products: Laserfiche version 8.0 or higher

Pricing

Publisher

CDI is a document management solutions provider specializing in creative solutions using Laserfiche.  Proud to be partnered with Laserfiche since 2002, our trusted solutions, built by CDI, have benefited hundreds of Laserfiche users internationally. The CDI suite of products are designed around expanding the functionality of ECM through smarter integration.

CDI’s headquarters is based in Hudson, Wisconsin, and operates satellite offices in Eugene, Austin, Los Angeles, and Seattle.