Silly Answers to your ACT! Questions, Part 2

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Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer. My second story involves an ACT! user who could not open his ACT! database; he kept receiving an error  asking him to verify his user name and password.  He insisted that he “did not have a password” and that ACT! “must have just stuck one in there.” ...

Back Your ACT Database in the Clouds

backup act in the cloud
Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power with your free Drop Box account to save your database “in the clouds.” Download and install Drop Box. In ACT, click the Tools menu, and then click ACT! Scheduler. The ACT! Scheduler – Create, Edit or Delete a Task panel appears. Click Create a task...

ACT-EMarketing Webinar

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 Learn to create e-mail campaigns directly from your ACT database REGISTER NOW! Do you want to start sending out E-Blasts in ACT but don’t know where to start?  Confused about ACT, Outlook, templates and E-Marketing?  Then you need to attend this webinar. The webinar will be presented by certified ACT expert Karen Fredricks, author of 13 books on CRM software including 7 books on ACT. THE...

Adding Holidays to ACT Calendars

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Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database.  Unfortunately, holidays do not come pre-loaded in the ACT! calendar.  Obviously, some holidays such as the Fourth of July and Christmas are easy to add manually.  However, other holidays such as Easter and Chanukah are almost impossible to add without at least a peak at another calendar.  I’ve...

BYOL ACT E-Marketing Workshop

ACT Emarketing Workshop
Do you use ACT?  Do want to E-Market?   Wouldn’t it be nice learn how to make it happen?? I’ll be running a free, hands-on seminar on ACT E-Marketing as part of the ITPalooza on Wednesday, December 12, 2012 from 4-5 PM at Nova Southeastern University. This is a free seminar but prior registration is required.  Space is limited and available on a first-come, first-served basis so sign...

How many people are actually reading your ACT E-Marketing e-mails?

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Many of you already know the common definition of assume; if not, look at the word again and break it into smaller pieces:  ass_u_me because that’s just what happens when you “assume” something. ACT E-Marketing is a wonderful tool.  It’s easy, inexpensive and it works directly from ACT.  And, as is the case with all e-mail service providers (ESP’s) there is a wealth...

Free ACT Addons – Great Products, Great Price!

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I’ll often hear people comment, “ ACT! does what you expect it to do”.  That quality shouldn’t be underestimated and in fact is one of the reasons ACT! users remain so loyal in a competitive world with an increasing number of CRM choices. However, sometimes small routine tasks that seem relatively simple can be a source of frustration to ACT users.  Xact Software is an ACT! add-on...

Get a Free ACT E-Book

act 2012 book
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books.  My new titles are called “Cookbooks.”  Although you won’t find a great recipe for lasagne inside you will find dozens of easy-to-follow recipes that will help you master the more advanced areas of ACT. Packt Publishing is about to publish its 1000th title. Packt would like you...

ACT 2013

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Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of information you need to know. If you’re using Act 2013 you’ll want to upgrade to the latest version of Act by the end of the month.  After September 30, 2015 you will not be able to purchase additional licenses, and you will lose your ability to upgrade with special discount pricing.  If...

Sage ACT! 2013 VIRTUAL ROADSHOW

ACT 2013
Click Here to Attend the Virtual ACT 203 Sneak Peak I am excited to be hosting a Virtual ACT 2013 Road Show on Wednesday, August 29 from 12 – 1 PM EST.  The event is free and open to the public but prior registration is required. My presentation will start with a demo of the soon-to-be released ACT 2013.  I’ll be answering questions on the various Sage policies including upgrading and the Business...