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Read more: 3 Quick Zoho Questions (and Answers That Will Save You Time)
If you’re using Zoho regularly, you’ve probably run into a few “why is this happening?” moments. The good news? Many of the most common questions have very simple fixes. Here are three quick ones I get all the time: 1. Why isn’t my CRM Notes Report showing all notes?This one can be frustrating—especially when you know the notes are there. In many cases, the issue isn’t the data… it’s your browser. Browsers cache (store) information to load…
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Read more: Advice for Long-Time Act Software Users
As the saying goes, I wish I had a dollar for every time an Act! user started the conversation with these words, “Karen, I am a long-time Act user.” In fact, there are millions of long-time Act software users out there because the Act! product has been around for over 30 years. And by the way, this is a statement that no other CRM product can make. However, using a product doesn’t necessarily mean that you are…
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Read more: Training Videos: Get Them for Free at Your Local Library
I recently discovered that the Lynda.com training library is available free of charge at most local libraries. And Lynda.com includes my Act! training videos. A number of years ago, I created a series of Act! training videos for Lynda.com. Lynda offers online training videos on just about any software product you can imagine including Act!. I also created the videos for Outlook 2010. In 2015 LinkedIn purchased lynda.com for 1.5 billion dollars. One of the reasons LinkedIn…
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Read more: Act! Consultant Wins Featured Partner Service Award
Tech Benders is pleased to announce that Act Consultant Roy Laudenslager recently earned the spot of Featured Partner on the Act! Community forums. Laudenslager was honored for his numerous contributions in answering questions for Act! Users and for His Act! expertise and contributions. Laudenslager is no stranger to receiving awards for his knowledge of Act! software. In 2007 he was awarded the Act! Community Service Award for his involvement with the Act! Community; he was chosen from over 500…
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Read more: Act Training Can Help You to “Get Your Act Together”
Act! software can benefit any type of business. It’s never too late to get started building processes into your database that will make you more productive and profitable. Using your Act! database as an electronic rolodex and calendar is not a viable option, particularly if you find that contacts and opportunities are “falling through the cracks.” Follow these tips to transition your Act! database to a lean, mean, powerful CRM system! Segment your Contacts. Act! comes with…
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Read more: Custom Act Training: It’s Time to Get Your Act Software Together!
You’ve purchased Act – now what? It’s time for some custom Act training! ACT! customer relationship management software is one of the most cost efficient and popular choices available today. The easy to use software boasts millions of users across a huge virtual market. This program comes with every essential tool a small business team will need to manage their sales pool while also recruiting new clients, all with a price tag that won’t completely empty your…
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Read more: ANY Dog Can Learn New Tricks On ACT! v24
Whether you’ve been using ACT! for years or are fresh in the game, there is always something new to learn. Now that you’ve upgraded to ACT! v17, you’ll need to make sure everyone on your team receives the proper training. Even a beginner can figure out the basics, but often times there are some fields that are commonly overlooked because they seem unimportant. Additionally you should know how the contents of different fields can effect other areas of…
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Read more: So Write a Book Already
Hard as it is to believe, I’ve written over a dozen books on technology and created training videos for LinkedIn Learning. Trust me, writing is a labor of love. My “day job” is to help my clients utilize CRM software to make themselves – and their businesses – more efficient, effective and profitable. For me, writing was a second job that required untold hours of my time during the evenings and weekends. And, because I normally was…
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Read more: Creating the Perfect ACT! E-Marketing Templates
When I was five I spent a week with my family at a vacation spot that included a water park with a rather large slide going into the deep end of the pool. My older brother and sister spent the week using that slide but alas, I was too scared to try it. I remember climbing to the top of the ladder and then climbing back down again because I was too frightened to” take the plunge.” …
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Read more: ACT 2012 Book
Many of you have been asking me when my next “ACT for Dummies” book is coming out. I’m pleased to announce that it’s here – although maybe not in the same format as you might expect. Anyone familiar with the publishing industry – or the local bookstore for that matter – knows that the industry has undergone radical changes in the last several years. For that reason, as well as the fact that ACT is upgraded on…
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Read more: Need Help with ACT! Reports and Dashboards?
The cookbook style is designed to give you simple steps to help you learn a new software feature. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions.
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Read more: ACT! 2011 COOKBOOKS GO “R.A.W.”
Two books on the ACT software program by Karen Fredricks have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program.
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Read more: ACT! Goes R.A.W.
I am currently working on two new titles for PackT – ACT! By Sage 2011 Cook Book and ACT! by Sage Reports and Dashboards Cook Book. I’m even more excited to announce that both books have been accepted into the new “RAW” (Read as we Write) program. RAW is a cutting-edge new program that enables customers to access books while they are being written.
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Read more: ACT Training Courses on lynda.com
For those of you who might not be familiar with lynda.com I’d describe it as an online software school. You can take out a monthly subscription for roughly $25 a month which give you access to all of the courses including my own.
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Read more: EFax and Act: What You Need to Know To Make a Fax Coversheet
Today many of my clients are opting to use an online fax service such as MyFax or eFax with ACT.
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Read more: Synching ACT to Your Smart Phone
There is indeed a black hole area in the minds of many ACT users when it comes to synching their ACT database to their cell phone. I’ve been synching ACT database to my phone for years and have a few tidbits that I thought I’d share with you.
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Read more: Four Hidden ACT Software Easter Eggs
This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs. In case you’re not familiar with the term, a software Easter egg refers to a bit of hidden code in the software. Although these Easter eggs are all represented by fields and aren’t necessarily hidden, they do tie into other parts of ACT which you might not be aware of.
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Read more: Old Dogs Must Learn New Software Training Tricks
If I need training on a rapidly changing site such as Facebook I’ll be using lynda where I know I’ll get the latest and greatest information.
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Read more: Virtual ACT Users Group: Learn Act from the Act Consultant Who Wrote the Act Books
For 5 years I ran an ACT Users Group in my hometown of Boca Raton, FL. It was a fun – although time intensive – endeavor. The meetings were typically attended by 25-50 “ACT Fanatics” who welcomed the chance to learn more about ACT as they munched on cookies. Currently I run a Virtual Act Users Group. As much as I enjoyed the personal interaction with ACT Users, last year I decided to move the Users Group…
