AutomatoR1 Designer Edition
Performs calculations, mail merges, creates notes or histories, and a whole lot more!
$99.95 — $299.95
AutomatoR1 is designed to make repetitive tasks simple, quick, and error-free.
For example, AutomatoR1 can make calculating interest on a loan easy instead of slow and tedious. Just input the data:
Then click the button to get the result:
*** NOTE: The Designer Edition is only necessary to create buttons on the layout. Purchase the Workstation Edition for any additional users who will need access to the functions AutomatoR1 provides, but not the ability to change the configuration of the button(s). ***
Click here to download a trial of AutomatoR1 Designer Edition
- Copy data from one field to another
- Append a value to the end of a field, or insert a value at the beginning of a field
- Swap fields, such as two sets of address fields
- Create activities based on dates in fields
- Take the user to another record, for example a quick jump to a spouse or child
- Display driving directions
- Perform a Zip+4 Lookup (USA Only)
- Calculate values and place them in a field
- Copy data from another record to the current record
- Much, much more!
Click here to download a manual for AutomatoR1