QuoteWerks – ACT Quoting Software

QuoteWerks – ACT Quoting Software

Click here to access a demo QuoteWerk enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks....

Help! Someone Hacked My Yahoo Account

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...
Other CRM Books by Karen Fredricks

Other CRM Books by Karen Fredricks

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 5 titles on ACT and 2 titles on Outlook, Karen was asked to write books on several...
FREE ACT History Fix

FREE ACT History Fix

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...

ACT Training Courses on lynda.com

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 lynda.com website– and that you can watch yours truly on You Tube  talking about the...
Closing Up Those Database Cracks

Closing Up Those Database Cracks

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!...