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...

Silly Answers to your ACT! Questions

As an ACT! consultant I am often called on to answer ACT! questions.  And yes, there is a charge for my services. Generally, ACT! users reach out to me after they’ve gone through a variety of attempts to solve their issue.  Sometimes the solutions to the ACT!...

Back Your ACT Database in the Clouds

Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power with your free Drop Box account to save your database “in the clouds.” Download and install Drop Box. In ACT, click the...