by Karen | Jul 2, 2010 | CRM Usage Tips |
I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening at a Marlins game. It came in to my business account from my Yahoo account and was asking me to send money to myself. According to the e-mail I was attending... 
by Karen | Jul 1, 2010 | CRM Books |
If there’s any doubt as to Karen’s knowledge of any and all things related to CRM software, check out the impressive list of titles that she has written. In addition to 7 titles on ACT and 2 titles on Outlook, Karen was asked to write CRM books on several... 
by Karen | Jul 1, 2010 | Addons |
In ACT! 2011, the New History window (CTRL + H) defaults to Appointment instead of Call as in all previous versions. Find it annoying? Download the free History Window Fix for Sage ACT! 2011 to resolve this issue. NOTE: There is no interface, simply install and... 
by Karen | Jun 25, 2010 | ACT & Zoho Training, CRM Usage Tips |
As many of you know I spent two lovely weeks in Central California last May recording training videos on Outlook 2010. I want to let you know that they are now available on the LinkedIn Learning website and that you can watch yours truly on You Tube talking about... by Karen | Jun 11, 2010 | ACT & Zoho Training, CRM Usage Tips |
Sometimes the things that seem so obvious to me aren’t quite as obvious to the typical ACT user. A case in point is integrating EFax and 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...
