Snappier with Zapier: Using Zapier to Import Data into Act! v18
Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various other business sources. Zapier does this by performing ‘zaps’ that automatically collect useful data from commonly used applications such as PayPal, Woofu, and Slack and transferring that data into your Act! v18.1database.
The most obvious reason for using Zapier is that...
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...
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...
Act! Outlook Synchronization
Act! Outlook Synchronization
Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing.
“But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office. How can that be?”
The confusion lies in the fact that there are actually three separate but equal components of Act! Outlook integration....
Act! Software is Magical
The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance.
Let’s start with the Salutation field. I often ask Act! users what a salutation is and I receive answers such as “Dear” “Mr.”...
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...
ACT Software History
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...
Happy 25th Birthday ACT!
Wow! As hard as it is to believe the ACT! software program turned 25 this month. If you’re into numbers that translates into 14 versions, five named owners and millions of users.
I received an e-mail this week from a long ACT! user who was complaining about everything from the confusing naming conventions for ACT! software to the fact that his old ACT! wouldn’t do any “new tricks” but that...
So Write a Book Already
Hard as it is to believe, I’ve written over a dozen books on technology and created training videos on ACT! and Outlook. Trust me, writing is a labor of love. My “day job” is to help my clients utilize CRM software to make themselves – and their businesses – more efficient, effective and profitable. For me, writing was a second job that required untold hours of my time during the evenings...
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...
