Silly Answers to your ACT! Questions

act crm
As an ACT! consultant I am often called on to answer ACT! questions.  And yes, there is a charge for my services. Generally, ACT! users reach out to me after they’ve gone through a variety of attempts to solve their issue.  Sometimes the solutions to the ACT! technical support issue are quite involved and incorporate solutions that might be beyond the realm of what a typical user can accomplish...

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

act software email
 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...

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?

swift page email
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!

act addons
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...

Sage ACT! 2013 ROADSHOW COMING TO SOUTH FLORIDA

ACT 2013 upgrade
I am excited to be hosting the Fort Lauderdale ACT 2013 Road Show at Nova Southeastern University in Fort Lauderdale on Wednesday, August 22nd from 8 – 10 AM.  The event is free and open to the public but prior registration is required. The event kicks off at 8 AM in the auditorium of the Carl DeSantis Building with a complimentary continental breakfast. My presentation will start with a demo...

ACT Software History

ACT 2012
A few weeks ago I wrote about some of the changes that ACT! has experienced during its 25 year history.  I received a call this week from one of the original ACT! co-founders , Mike Muhney,  prompting me to take you on another trip down Memory Lane in Mike’s own words. “The mid-1980s were a vibrant, competitive time, even compared to today’s software landscape.  At the time, the PC software...

Zen and the Art of ACT! Database Maintenance

act database maintenance
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they had recently “Compressed and Re-Indexed” their database.  Back then, there was no way to automate this process although a reminder could be set to prompt a user to run maintenance.  Unfortunately, many ACT! users either ignored the prompt – or didn’t know how to set it to begin with. Fast...