"Abacus Calculated Fields" for ACT! now brings you the ability to calculate fields, copy fields, manipulate data and produce results dependant on the data within other fields, constants, functions and statements.

It was designed with ease of use as its main aim.

• Writing a formula is simple.
• Assigning the formula to a field is simple.
• Reviewing and changing your formulae is simple.
• Calculated fields are highlighted on ACT! layout

Make any field "calculated" in 2 steps : just select a field on layout(using context menu) and write calculation formula.

"Calculated" fields will be always up-to-date since calculations will be run automatically every time when you change value of any field that is a part of formula.

Tired of entering the same information over and over ?
Speed up your data entry tasks using automatic data entry feature. (Look at example below)
Abacus can automatically load any number of ACT! fields with values determined by the contents of another field. Just assign formulae to fields you want to be filled in automatically.


If you need complex conditional calculations Abacus add-on can do that too - just use IF...THEN...ELSE and CASE conditional statements to build calculation scenarios. In fact Abacus can handle very complex calculations, simply. Take a look at EXAMPLES OF CALCULATIONS below.

Links to the Statements, Functions and Operators can be found on the right-hand side of this page.

There are over 80 functions supported by Abacus addon ( mathematical, string, datetime, financial functions - mortgage/loan calculation, standard arithmetic operators along with boolean functions and data type conversion functions. ). Abacus can handle any calculation with ease.

Abacus addon can be used on Contact fields, Group fields or Company fields and you can run your calculations either automatically or manually.

"Abacus Calculated Fields" addon really makes light work of what has been the missing link in ACT! for years.

Abacus integrates smoothly into the ACT menu system and the calculations just work.
Isn't that what you want from a field calculator?

When it comes to calculations "Abacus Calculated Fields for ACT!" is the first choice.

EXAMPLES OF CALCULATIONS

CALCULATING THE AGE OF A CONTACT

If 'Birth Date' is the date of birth field then use one of the following formulae :

Age( [Birth Date] )
DATEDIFF( year, [Birth Date], GETDATE() )
DATEDIFF( month, [Birth Date], GETDATE() ) /12

ADDING FIELDS ( CALCULATING A TOTAL SUM )

[Field 1] + [Field 2] + [Field 3]

MULTIPLICATION OF FIELDS

[Field 1] * [Field 2]

CONVERTING A DATE INTO A STRING

If 'Birth Date' is the date field to convert:
DATENAME(weekday,[Birth Date])+", "+DATENAME(month,[Birth Date])+" "+ DATENAME(day,[Birth Date])+", "+DATENAME(yyyy,[Birth Date])
E.g.: 01/11/2004 is converted into string 'Sunday, January 11, 2004'

CAPITALIZING THE FIRST CHARACTER OF A FIELD

Lets use 'User 1' field for example:
UPPER(Left([User 1],1)) + LOWER( Substring([User 1],2,Len([User 1])-1) )
E.g.: "Send an Invoice" is converted to "Send an invoice"

COPYING THE CONTENT OF A FIELD TO ANOTHER FIELD

This is really simple.
If 'User 1' is the field to copy to 'User 2', open 'Formula Editor' for field 'User 2' and simply insert [User 1] as formula: [User 1]

FORMATTING A NUMBER ( Lets assume that 'FieldA' is numeric field )

Format( [FieldA],"$###,###.00" )
E.g.: if FieldA contains 2343.3 then it will be formated as $2,343.00

BLANKING OUT A FIELD

Simply type a double quote "" in the 'Formula Editor' and the target field will be reset to a blank value.

CONDITIONAL CALCULATIONS

Example 1 ( IF...CASE statement usage ) :

IF( [Country]='Canada' OR [Country]='United States' ) THEN
   [Country] + ' is in North America'
ELSE
   'International'
END

Example 2 ( simple CASE statement usage ) :

CASE( [Country] )
   WHEN 'United States' THEN 'Domestic'
   WHEN 'Canada' THEN 'North America'
   WHEN 'Mexico' THEN 'North America'
   ELSE 'International'
END

Example 3 ( simple CASE statement usage ) :

CASE [State]
   WHEN 'NY' THEN ' State is New York'
   WHEN 'NJ' THEN ' State is New Jersey'
   WHEN 'NY' THEN ' State is New York'
   WHEN 'NV' THEN ' State is Nevada'
   ELSE 'State is ' + [State]
END

Example 4 ( searched CASE statement usage ) :

CASE
   WHEN UPPER([First Name]) = 'CHERYL' THEN 'Contact ' + [Contact] + ', type 1'
   WHEN SUBSTRING([Last Name],1,1) = 'J' THEN 'Contact ' + [Contact] + ', type 2'
   WHEN ([First Name] = 'Sean')AND([State] = 'NY') THEN 'Contact ' + [Contact] + ', type 3'
   ELSE 'Unsupported contact type'
END

AUTOMATIC DATA ENTRY( how to fill fields automatically )

Lets assume you have a table or products and you would like to select a product from a drop down within ACT and would like to have the other fields filled in automatically.

ie. Select 'OFFICE03' in field [Product]
and the following fields would be filled in:

Cost: $29.95
Description: Microsoft Office 2003 Training
Package: DESK

You need to assign formulas to fields Cost, Description, Package.


Here are formulae examples for 3 products ( OFFICE03, VISIO ,POWER POINT ) :

Formula example for field Cost :

CASE( [Product] )
    WHEN 'OFFICE03'           THEN 29.95
    WHEN 'VISIO'                THEN 34.95
    WHEN 'POWER POINT'     THEN 45.00
    ELSE 0.0
END

Formula example for field Description :

CASE( [Product] ) 
    WHEN 'OFFICE03'       THEN 'Microsoft Office 2003 Training'
    WHEN 'VISIO'            THEN 'Visio Training'
    WHEN 'POWER POINT' THEN 'Power Point Training'
    ELSE 'Unknown product'
END

Formula example for field Package :

CASE( [Product] )
    WHEN 'OFFICE03'           THEN 'DESK'
    WHEN 'VISIO'                THEN 'BOX'
    WHEN 'POWER POINT'     THEN 'DESK'
    ELSE 'Unknown product'
END

For further examples see functions reference here.
Every function description provides formulae examples.