Creating an ACT Link to a Client Folder

As most of you know, I’m probably one of the biggest ACT! cheerleaders around.  However, sometimes I run across an ACT! feature that makes me slap my head and wonder “what were they thinking??”  A case in point is the Documents tab.  I love the ability to create...

Ding Dong – Your ACT! Database is Calling

There are virtually hundreds of add-on products that work with ACT!.  Need calculations between two fields?  Got it.  Need to link ACT! to QuickBooks?  Done.  One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from...