by Karen | Nov 19, 2022 | CRM Usage Tips |
If you have ACT! and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat. You’ll find... 
by Karen | Nov 7, 2022 | CRM Usage Tips |
We’re all moving fast and trying to accomplish as much as we can within a limited amount of time. You might not realize that your CRM database is actually slowing you down and costing you money. There are many things you can do to improve your CRM. Here are three... by Karen | Oct 8, 2018 | ACT Software, CRM Usage Tips |
We recently repaired a corrupted Act database for a client. In fact, it’s the SECOND time we’ve repaired his database. Needless to say he was not a happy camper, although he was thrilled to get ALL of his data back safe and sound. Needless to say, we... 
by Karen | May 23, 2017 | CRM Usage Tips |
One of the most common questions I receive from Act users is about the Act and Outlook integration. Some users complain that they could never get it working at all. Other users report that the Act Outlook integration “just stopped working.” If you have... 
by Karen | Feb 15, 2017 | CRM Usage Tips |
Back in the day new software used to come in a box along with a CD and instruction manual. Although that ship has sailed a long time ago, that doesn’t mean that you no longer have a source for learning about your new purchase. In fact, there are more sources for for... 
by Karen | Jan 2, 2017 | CRM Usage Tips |
In the past I’ve shared one of my favorite Act! tricks which is to copy the holidays from outlook to Act! so that you’ll have them on your Act! calendar. You might want to review my past blog article because this is a quick way to populate your Act! calendars with...
