Creating an ACT Zip Code Query
Several years ago a marketing company offered to do a mailing for me to all businesses within a 50 mile radius of my office. This sounded like a great idea until I realized that areas to the east and south of me contained nothing but the deep blue sea, and a large portion of the area to my west consisted of Florida swamplands. Obviously the marketing company wasn’t familiar with the geography...
Ways to Host an ACT Database
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...
I’ve Lost My ACT! Password!
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...
Automatically Add Contacts from Web Form Leads
A good CRM implementation should be making you more efficient and saving you a lot of time. After all, time is money.
A common question I’m asked is whether there is an easy way to add the incoming leads you receive from a website form directly into an ACT! database. My answer is a resounding YES.
Many ACT! users don’t realize that the ACT! E-Marketing functionality does a whole lot more than...
Creating an ACT Link to a Client Folder
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...
ACT! 2011 COOKBOOKS GO “R.A.W.”
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...
I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)
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...
Using the Web Info Tab to Link ACT! to Your Social Networking Sites
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...
Ding Dong – Your ACT! Database is Calling
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...
Upgrading to ACT 2011 Will Actually Save You Money
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,...
