It seems that these days “everyone wants to be in the clouds” but alas, many business owners don’t know what that means and/or how to get the job done. There are a number of ways to access an ACT! database “from the clouds.” You can use a product like CompanionLink to sync ACT! to Google.  You then install the Google app on your iPad, iPhone or Droid.  You would be able to... 

Several times a month I receive a call from an organization that has lost their ACT! password.  Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him.  Fortunately we are able to recover those passwords and send the new administrator on their way with the advice to have two administrative users in the future “just in case.” However, many times... 

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... 

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... 

As most of you know, I’m probably one of the biggest ACT! cheerleaders around.  However, sometimes I run across an ACT! feature that makes me slap my head and wonder “what were they thinking??”  A case in point is the Documents tab.  I love the ability to create shortcuts to my documents so that I can easily access them from the contact’s Document tab rather than grappling around searching... 

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... 

There’s always something to be thankful for. In my personal life I’m thankful that I live in Florida, the weather is absolutely perfect, and for the first time in years I’m not responsible for “the” dinner.  I’m thankful that my daughter has inherited my “shopping” gene and will actually accompany me to the mall on Friday and that I have lots of great activities planned for the weekend. In... 

If you have ACT! 2010 or 2011 and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat. You’ll find the Web Info tab in both the Contact and Company Detail views. The Web Info tab is actually a browser that displays... 

There are virtually hundreds of add-on products that work with ACT!.  Need calculations between two fields?  Got it.  Need to link ACT! to QuickBooks?  Done.  One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from ACT!. “What happened to the ACT! phone dialer?” is a question I’m often asked.  Some of you ACT! “Old Timers” remember back... 

I had a prospective client call me recently.  He made it clear from the start that he had absolutely no desire to upgrade to the newest version of ACT.  Not a problem as we support any and all versions of ACT.  He then proceeded to send me his wish list for ACT which included finding updated information for his 4500 contacts, integrating with Outlook 2007 and bulk e-mailing. He was using ACT 5/2000,...