ACT 2012 Book

act 2012 for dummies
Many of you have been asking me when my next “ACT for Dummies” book is coming out.  I’m pleased to announce that it’s here – although maybe not in the same format as you might expect. Anyone familiar with the publishing industry – or the local bookstore for that matter – knows that the industry has undergone radical changes in the last several years.  For...

Need Help with ACT! Reports and Dashboards?

act reports and dashboards
Sage ACT! is the top selling CRM software application, and helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. ACT! includes a variety of dashboards and reports to help business owners measure the success of their marketing efforts. The Sage ACT! 2011 Dashboard and Report...

ACT! 2011 COOKBOOKS GO “R.A.W.”

act 2011
I am thrilled to announce that my two latest books have been selected by Packt  Publishing for inclusion in their R.A.W. (Read As We Write) program.  The two books, ACT! by Sage 2011 Cookbook and ACT! by Sage Reports and Dashboards Cookbook, are designed to provide step-by-step instructions so that you can master ACT as quickly and efficiently as possible. The RAW program is an innovative publishing...

ACT! Goes R.A.W.

ACT 2011 Books
The publishing industry, like so many other industries these days, has undergone radical changes.  I’ve written for a traditional publisher since 2002; I recently made the switch to a newer, less traditional one. In traditional publishing, it takes at least 9 months for a new book to arrive on the shelves of your local book store.  The writing process takes less than half the time; editing, typesetting,...

ACT 2011 Road Show

ACT 2011
It was a dark and rainy night – literally – in August of 2002. Let me digress.  I was one of the 12 consultants nationwide that had been chosen to run an ACT 6 launch event.  I was given 6 weeks to secure a location, make audio/visual arrangements and run a trade show of ACT addon vendors.  Attendees were invited based on a circle of Fort Lauderdale; the “powers that be”...

ACT Training Courses on lynda.com

act training courses
As many of you know I spent two lovely weeks in Central California last May recording training videos on Outlook 2010.  I want to let you know that they are now available on the lynda.com website– and that you can watch yours truly on You Tube  talking about the courses. For those of you who might not be familiar with lynda.com I’d describe it as an online software school.  You can take out...

E-Faxing and ACT

act fax
Sometimes the things that seem so obvious to me aren’t quite as obvious to the typical ACT user.  A case in point is sending a fax directly from within ACT. Ten years ago one of the first things I showed new ACT users was how to modify the existing ACT fax coversheet.  Back then most of my clients were using WinFax to link ACT to their fax machine, or printing out a coversheet and feeding it into...

Synching ACT to Your Smart Phone

sync act to your phone
I ran a webinar this week on synching smart phones to your ACT database.  Presenting with me was my old friend Rushang Shah of Companion Link software.  Rushang looks like the guy selling replica watches out of the trunk of his car; the last time I saw him he must have had a dozen different cell phones in his brief case.  Although I’ve used Palm, Blackberry and Windows Mobile devices in the past,...

Four Hidden ACT Software Easter Eggs

act tips
This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs.  In case you’re not familiar with the term, a software Easter egg refers to a bit of hidden code in the software.  Although these Easter eggs are all represented by fields and aren’t necessarily hidden, they do tie into other parts of ACT which you might not be aware of. ID/Status: Although I hate the name,...

Old Dogs Must Learn New Software Training Tricks

database tricks
The publishing industry has gone into a free fall.  It’s almost impossible for a publisher to compete with the constant stream of new – and relatively cheap – information that we can be accessed via websites, blogs and e-books.  Small wonder that so many newspapers and magazines – and even brick and mortar bookstores – have permanently closed their doors. Perhaps the final nail...