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You probably love a good mystery – but not when it comes to your Act database! If you’re like most Act users you rely on Act to run your business and when your Act starts “acting up” panic sets in.
I receive dozens of calls and emails a week from Act Users who are in need of Act tech support. Ironically,...
Act! and the Surface Pro
When I purchased my new all in one tablet last year I thought I was going to purchase the Microsoft Surface Pro. However, I decided on the Lenovo Yoga 900 because the comparable Surface Pro model was much more expensive and there was a wait time of nearly 6 weeks.
I’ve been really happy with my Yoga. I had no problem setting it up or installing software on it. And, being both a Florida Gator and...
Act and Windows 10
I have had numerous calls and emails from Act! users over the course of the last month asking me if Act! will work with Windows 10. I’ve also had a number of calls from users who have updated to Windows 10 with various outcomes.
My advice? If you are using Act! v16 or older I would not recommend upgrading to Windows 10 unless you also upgrade your version of Act!. Swiftpage plans to release a hotfix...
Working with Custom Act Tables
Many Act! software users get confused with the distinction between Act! fields and Act! tables. In Act!, a field is a single piece of information such as a zip code, e-mail address or phone number. A table is a set of records. For example, Act!’s Contact table allows you to add multiple contacts to Act!, and Act!’s Notes table allows you to add multiple notes to a single contact.
Many new (and...
Act! Premium Moves to Subscription Model
As one of the top Act! resellers, I wanted you to be aware of this news: Starting on May 15, 2015 Act! Premium moved to a Subscription platform.
Starting then, you will have two options for purchasing Act! Premium software:
Pay an Annual Subscription that you will need to renew annually. If you don’t renew your software will “go away” when your subscription runs out.
Pay twice as much for a...
I Need to Convert My Act! 5.0 Database
I had someone call me last week who was enraged that Act! Support was not able to help them convert their Act! 5 database (circa 1999) to the latest version, Act! v17. Another customer couldn’t understand why Swiftpage wasn’t willing to convert their 1997 Maximizer database to Act. The customers felt that this service should be provided “free of charge.”
I like to compare software...
Need help with your Act! software? Call the Act Experts!
You’ve seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in customer management and organizing the office, and how it can not only save you money but increase it by making your business more efficient. You decided your business couldn’t do without it, so you bought it.
But now you’re lost. You can see the potential of the program, but...
Act! E-marketing and an SPF Record
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were sending out marketing blasts of over 50 emails/send.
Here it is 2014 (gasp!) and I’m still passing out that same exact advice. However, as the world of the internet – and e-mail – gets more and more complex you need to become a bit more knowledgeable if you expect your e-blasts...
Exporting Your Act! Data to Excel is as Easy as 1,2,3
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data.
You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. If the button is “greyed out” it means one of two things:
· You are not a Manager or Administrator...
Filling the holes of your Act! Database
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips.
I see a lot of databases in a variety of formats (Act!, SugarCRM, Salesforce, Zoho) and I’ve made one assumption: the typical database consists of 25% “dead wood.” I define dead wood as:
Contacts that are missing pertinent or accurate pieces of information including phone numbers and/or...
