by admin | Jul 15, 2013 | CRM Usage Tips |
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!... by Karen | May 13, 2013 | CRM Usage Tips |
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... by Karen | Feb 1, 2013 | CRM Usage Tips |
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as the Fourth of July and Christmas are easy to add manually. ... by Karen | Sep 24, 2012 | CRM Usage Tips |
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books. My new titles are called “Cookbooks.” Although you won’t find a great recipe for lasagne inside you will find dozens of easy-to-follow recipes... by Karen | May 11, 2012 | CRM Usage Tips |
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they had recently “Compressed and Re-Indexed” their database. Back then, there was no way to automate this process although a reminder could be set to prompt a user to... by Karen | Mar 9, 2012 | CRM Usage Tips |
The other day I was working with a client when his ACT! alarms window opened; I must say that the number of alarms he had was, well, alarming. He quickly clicked the Select All button, selected Snooze and put all the alarms to rest for the remainder of the day. ...
