FAQ ID # 12
Last Update : 2015/01/08
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Question / Issue
DataPlus 3.0 eautomate - QuickAccess Instruction

Answer / Solution
What do you need?
  1. Program Installed: DataPlus 3.0 Client
  2. Program Installed: Sage ACT! Premium 2010 or 2009 (with latest update)
  3. ACT! does not have to be open
DataPlus 3.0 - QuickAccess
    Start QuickAccess
  1. From Windows Start
  2. Browse to: Start/Programs/Hogan Data/DataPlus 3.0/QuickAccess/QuickAccess EA
    QuickAccess Loaded
  1. On load, QuickAccess Notice will appear
    QuickAccess Menu
  1. User Preferences
  2. Quick Login
  3. Manual Login
    QuickAccess Menu
  1. ACT! Database: DefaultConfig
  2. ACT! User Name: ActUserName
  3. ACT! Password: ActPassword
  4. Check to "Remember Credentials"
  5. Click on Okay
    QuickAccess Search
  1. Contact Search ACT! Contact Name
  2. Company Search ACT! Company Name
    QuickAccess Search Contact
  1. Contact Search ACT! Contact Name
  2. Click on Enter Key
    Search Contact Results
  1. Dan Taylor exists in ACT! Contact Search ACT! Contact Name
  2. Click on Enter Key
    Search Contact Results
  1. Dan Taylor is not in e-automate but exists in ACT!
  2. Click on Action
  3. Click on Push To e-automate
    Push Contact
  1. Click on Contact
  2. Click on Next
    Push Contact
  1. Click on Review Creation to review contact data
  2. Click on Create
  3. Contact will be created in e-automate
    Push Contact
  1. Contact successfully created
    Associate Contact
  1. Click on Create to associate contact with e-automate company
    Company Search Results
  1. Click on Company to associate contact
  2. Click on Select
    Associate Company Confirm
  1. Click on Confirm to associate contact
  2. Click on Yes
  3. Click on OK

    IMPORTANT:
  • This exercise was performed with ACT! closed on the local machine.

Related FAQs
DataPlus 3.0 eautomate - Server Installation
DataPlus 3.0 eautomate - Client Installation
DataPlus 3.0 eautomate - Import Settings

Direct Link to This FAQ
http://kb.hogandata.com/?f=12

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