Free Sources of Act Training
Some of us love Act because it has a very friendly and easy interface. Some of us love Act because it has so much functionality. And some of us would love to know the fastest way to become an Act Power User!
Free Act Training
Who says there’s no such thing as a free lunch? There are actually several free ways to learn more about Act:
Look at the Playlists on my YouTube Channel.
Go to the...
The Case of the Missing Act! Contacts
This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. In all cases we were able to solve the mystery of the missing Act! contacts and hopefully prevent it from happening again.
When a user feels that contacts have gone MIA from their Act! database I can think of a number of possible culprits:
Someone has changed the access rights to contact...
Confusing Act! Software Fields and Layouts
One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room because the signs had been reversed. I laugh every time I hear the song: and I think of Act!.
Although Act! doesn’t...
Help Me, ACT! Guru! My ACT! Tabs have disappeared!
I recently received this plea for help from one of my ACT clients:
“Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings, I created a customized “Opportunity Layout Screen”(OLS) which fits our business and includes new fields. All of our Team has been using this layout successfully for over a year. However, one of the...
Silly Answers to your ACT! Questions
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...
Adding Holidays to ACT Calendars
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...
Free ACT Addons – Great Products, Great Price!
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...
Need Help with 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 2010 Will Soon be Here!
I know, I know. Another year, another upgrade. Upgrades can be expensive both in terms of money and time, but unfortunately they are a necessary evil of the computer world.
Some companies force you to upgrade every year or so. For example, Intuit’s tax tables will stop working when QuickBooks reaches a certain age, or you’ll no longer be able to access your accounts online in Quicken...
