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... 
by Karen | Aug 2, 2013 | ACT & Zoho Consulting |
I came across a great post written by fellow ACT consultant M Scott Schaffernoth. I laughed for ten minutes when I read it and Scott kindly offered to share. Her Parts May Have Often Been Ditzy Blondes, But Marilyn Monroe Was a Smart Cookie and She Would Have Loved... by Karen | Jul 19, 2013 | CRM Usage Tips |
Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer. My second story involves an ACT! user who could not open his ACT! database; he kept receiving an error asking him to verify... 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...
