The Act Dialer

The Act Dialer

The number of businesses that are moving over to VOIP phone systems is on the rise.  VOIP phones offer many advantages, including lower monthly phone bills and nifty ways to connect your remote employees.  For me, the biggest benefit of VOIP is that it allows you to...

The Act! QuickBooks Link

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...

Act! Outlook Synchronization

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...

Act! Software is Magical

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...

Confusing Act! Software Fields and Layouts

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...
Filling the holes of your Act! Database

Filling the holes of your Act! Database

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...