Have you ever wished there was an easier way to view the most relevant and critical aspects of a contact "instantly"? Now there is with Smart Notes for ACT! Smart Notes acts as a 'pop-up alert' system inside ACT! that gets your attention fast. This program allows you to individually attach one or more "virtual sticky notes" to a contact so that either you or other ACT! users will see the note and its message, such as "VIP account", "HOT lead", "Cash only", etc.

Better yet - it's 'smart'! You can use your ACT! database fields to define certain "conditions". When you open a contact record it will look at the designated field(s). If the information in the field(s) matches the condition, a "sticky note pop-up alert" will appear on the screen, instantly alerting you. It's a great way to quickly attach individual pop-up alerts to multiple contacts that meet the same conditions! Examples include: "Has a balance due that is > 500", "Credit hold", "A call is overdue", "Missing signature" and much, much more.