by Karen | Mar 14, 2014 | ACT Software |
If you have an older computer with an older version of Act, you might be wondering about the Act and Windows XP sunset options. Windows XP, the operating system of choice for most PC users for over ten years, is being officially phased out as Microsoft “sunsets”... 
by Karen | Mar 7, 2014 | ACT & Zoho Consulting |
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... by Karen | Feb 28, 2014 | CRM Usage Tips |
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution to manage front office processes such as sales and service An accounting solution to manage the back office operations including... by Karen | Feb 21, 2014 | CRM Usage Tips |
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... by Karen | Jan 31, 2014 | CRM Usage Tips |
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... by Karen | Jan 10, 2014 | CRM Usage Tips |
One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room... by Karen | Dec 13, 2013 | CRM Usage Tips |
Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution. As a CRM consultant... 
by Karen | Dec 12, 2013 | ACT Software |
This version of Act! represents the first version of Act! released under Swiftpage. And, because versions are now going to reference the version number and not the year it is called V16. If you want to think of it as Act! 2014 that’s fine! We’re really... 
by Karen | Nov 25, 2013 | CRM Usage Tips |
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... by Karen | Aug 3, 2013 | CRM Usage Tips |
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings, I created a customized “Opportunity Layout Screen”(OLS) which fits our...
