ACT! Integration by CDI
ACT! Integration by CDI
CDI
CDI’s ACT! Integration offers the ability to link contact information from ACT! Software with corresponding Laserfiche documentation.
See Pricing
CDI’s ACT! Integration offers the ability to link contact information from ACT! Software with corresponding Laserfiche documentation.
Description

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 the ACT! interface
Resources
Pricing

ACT! Integration for Laserfiche
Price: $1,000

ACT! Integration for Laserfiche Annual Support
Price: $200

Contact
Categories
CRM
Platforms
More Info

Product Edition: V.4.1.3

Languages Supported: English

Required Laserfiche Products: Laserfiche version 8.0 or higher

CDI

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

Contact
Categories
CRM
Platforms
More Info

Product Edition: V.4.1.3

Languages Supported: English

Required Laserfiche Products: Laserfiche version 8.0 or higher