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... by Karen | Jun 11, 2010 | ACT & Zoho Training, CRM Usage Tips |
Sometimes the things that seem so obvious to me aren’t quite as obvious to the typical ACT user. A case in point is integrating EFax and ACT. Ten years ago one of the first things I showed new ACT users was how to modify the existing ACT fax coversheet. Back then...
