I see it all the time. The typical CRM user fires up his software and is greeted by numerous alarms.  At that point he deftly hits the “Select All” and “Snooze” button.  Drip.  Drip.  I can almost hear important information dripping through the cracks of the database! Oh, alarms – how do I hate thee?  Let me count the ways.  First of all, too many of you routinely snooze your alarms. ... 

Sometimes the things that seem so obvious to me aren’t quite as obvious to the typical ACT user.  A case in point is sending a fax directly from within ACT. Ten years ago one of the first things I showed new ACT users was how to modify the existing ACT fax coversheet.  Back then most of my clients were using WinFax to link ACT to their fax machine, or printing out a coversheet and feeding it into... 

I’ve been using ACT for over 20 years and, like most of you, my database needed a bit of Spring Cleaning. Although I routinely rely on Swift Page to help me update contact information, I wanted to get a better understanding of the needs of my contacts. I sent out a simple email to roughly 1600 ACT users that I had added to my database during the years 1999 through 2004 asking them to let me know... 

It’s here – ACT! 2009 – right on schedule. So, do you need to race out and upgrade? Here are my thoughts: ACT! Classic Users: By “classic” I mean versions 6 (2004), 5 (2000), 4 or even 3. Your version of ACT! won’t work with a new computer that has Vista, or even with most versions of Microsoft Outlook. You can’t use ACT! for your e-mail – at least not easily. Most importantly...