by Karen | Dec 3, 2010 | ACT & Zoho Training, ACT Software, CRM Usage Tips |
I am thrilled to announce that my two latest books have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program. The two books, ACT! by Sage 2011 Cookbook and ACT! by Sage Reports and Dashboards Cookbook, are designed to provide... 
by Karen | Nov 25, 2010 | ACT Software, CRM Usage Tips |
There’s always something to be thankful for. In my personal life I’m thankful that I live in Florida, the weather is absolutely perfect, and for the first time in years I’m not responsible for “the” dinner. I’m thankful that my daughter has inherited my “shopping”... by Karen | Nov 12, 2010 | CRM Usage Tips |
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... 
by Karen | Jul 23, 2010 | ACT Software, CRM Usage Tips |
I had a prospective client call me recently. He made it clear from the start that he had absolutely no desire to upgrade to the newest version of ACT. Not a problem as we support any and all versions of ACT. He then proceeded to send me his wish list for ACT which... 
by Karen | Jul 2, 2010 | CRM Usage Tips |
I received a rather bizarre e-mail last Saturday night just as I was getting ready to enjoy a lovely evening at a Marlins game. It came in to my business account from my Yahoo account and was asking me to send money to myself. According to the e-mail I was attending... 
by Karen | Jun 25, 2010 | ACT & Zoho Training, CRM Usage Tips |
As many of you know I spent two lovely weeks in Central California last May recording training videos on Outlook 2010. I want to let you know that they are now available on the LinkedIn Learning website and that you can watch yours truly on You Tube talking about...
