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...

Silly Answers to your ACT! Questions, Part 2

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...