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  • Book Overview & Buying Sage ACT! 2011 Dashboard and Report Cookbook
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)

Overview of this book

Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force. This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force. The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.
Table of Contents (16 chapters)
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Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Chapter 6. Labels and Envelopes

In this chapter, we will cover:

  • Editing a standard envelope

  • Adding a logo to an envelope

  • Creating a custom envelope

  • Creating an xx64 label template

Introduction

In this chapter, we will be working with the label and envelope options in the ACT! report editor. The labels and envelopes use a subset of the overall ACT! report editor so most of what was covered in Chapter 4, Working with the Report Designer and Chapter 5, Subreports and Scripting Techniques regarding fields and field properties also applies to the labels and envelopes. For normal printing, the envelopes and labels are accessed from the File menu and then by choosing Print. Existing envelope and label templates can be opened for editing from the Print dialog, but for creating new templates it's best to go through the Report menu. We will be using that method in these tasks.

After reading this chapter, you will be able to edit or create any envelope or label templates that you would need. While the field...

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