by admin | Jul 15, 2013 | CRM Usage Tips |
As an ACT! consultant I am often called on to answer ACT! questions. And yes, there is a charge for my services. Generally, ACT! users reach out to me after they’ve gone through a variety of attempts to solve their issue. Sometimes the solutions to the ACT!... by Karen | May 13, 2013 | CRM Usage Tips |
Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power with your free Drop Box account to save your database “in the clouds.” Download and install Drop Box. In ACT, click the... by Karen | Feb 1, 2013 | CRM Usage Tips |
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. ... by Karen | Oct 15, 2012 | ACT & Zoho Consulting |
Many of you already know the common definition of assume; if not, look at the word again and break it into smaller pieces: ass_u_me because that’s just what happens when you “assume” something. ACT E-Marketing is a wonderful tool. It’s easy,... by Karen | Sep 24, 2012 | CRM Usage Tips |
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books. My new titles are called “Cookbooks.” Although you won’t find a great recipe for lasagne inside you will find dozens of easy-to-follow recipes... by Karen | Sep 23, 2012 | ACT Software |
Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of information you need to know. If you’re using Act 2013 you’ll want to upgrade to the latest version of Act by the end of the month. After September 30, 2015 you... by Karen | May 18, 2012 | ACT Software |
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... by Karen | May 11, 2012 | CRM Usage Tips |
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they had recently “Compressed and Re-Indexed” their database. Back then, there was no way to automate this process although a reminder could be set to prompt a user to... by Karen | Apr 20, 2012 | ACT Software |
I have a page on my website that offers free software for the old ACT! 6 product. Unfortunately, ACT! 2006 users frequently try to download and install those freebies and find that they don’t work. Let me make this abundantly clear – ACT! 6 and ACT! 2006 are not... by Karen | Apr 16, 2012 | ACT & Zoho Consulting |
I often expound on the virtues of ACT! E-Marketing, formerly known as Swift Page E-mail. I thought I’d share a conversation with one of my clients who had some reservations about switching to ACT! E-Marketing from one of the “other guys.” “Hey Karen, I know you push...