Act and Windows XP Sunset
ACT! CRM

Act and Windows XP Sunset

Karen – March 14, 2014
If you have an older computer with an older version of Act, you might be wondering about the Act and...
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Exporting Your Act! Data to Excel is as Easy as 1,2,3
CRM Consulting

Exporting Your Act! Data to Excel is as Easy as 1,2,3

Karen – March 7, 2014 – 9 Replies
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much...
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The Act! QuickBooks Link
CRM Best Practices

The Act! QuickBooks Link

Karen – February 28, 2014
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution...
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Act! Outlook Synchronization
CRM Best Practices

Act! Outlook Synchronization

Karen – February 21, 2014 – 2 Replies
Act! Outlook  Synchronization Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that...
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Act! Software is Magical
CRM Best Practices

Act! Software is Magical

Karen – January 31, 2014
Normal 0 false false false false EN-US X-NONE X-NONE The Contact field can prove to be surprisingly confusing for both...
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Confusing Act! Software Fields and Layouts
CRM Best Practices

Confusing Act! Software Fields and Layouts

Karen – January 10, 2014
Normal 0 false false false EN-US X-NONE X-NONE One of my favorite Christmas carols is a parody called “The Bathroom...
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So Why Exactly Should My Company Invest in CRM?
CRM Best Practices

So Why Exactly Should My Company Invest in CRM?

Karen – December 13, 2013
Implementing a CRM solution can be a daunting – and expensive – proposition.  Many organizations are already using tools including...
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ACT! v16 CRM Software Review and Key Feature Updates
ACT! CRM

ACT! v16 CRM Software Review and Key Feature Updates

Karen – December 12, 2013 – 5 Replies
We're really excited about this version of Act! because it adds more new features than any previous release.
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Filling the holes of your Act! Database
CRM Best Practices

Filling the holes of your Act! Database

Karen – November 25, 2013
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips....
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Help Me, ACT! Guru! My ACT! Tabs have disappeared!
CRM Best Practices

Help Me, ACT! Guru! My ACT! Tabs have disappeared!

Karen – August 3, 2013
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of...
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7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…
CRM Consulting

7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…

Karen – August 2, 2013
I came across a great post written by fellow ACT consultant M Scott Schaffernoth.  I laughed for ten minutes when...
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Silly Answers to your ACT! Questions, Part 2
CRM Best Practices

Silly Answers to your ACT! Questions, Part 2

Karen – July 19, 2013
Normal 0 false false false EN-US X-NONE X-NONE Last week I shared a story about an ACT! user who thought...
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Back Your ACT Database in the Clouds
CRM Best Practices

Back Your ACT Database in the Clouds

Karen – May 13, 2013 – 1 Reply
Any Administrator or Manager user can create an automatic schedule for creating backups using the ACT! Scheduler. Combine this power...
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Adding Holidays to ACT Calendars
CRM Best Practices

Adding Holidays to ACT Calendars

Karen – February 1, 2013 – 1 Reply
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT!...
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How many people are actually reading your ACT E-Marketing e-mails?
CRM Consulting

How many people are actually reading your ACT E-Marketing e-mails?

Karen – October 15, 2012
Many of you already know the common definition of assume; if not, look at the word again and break it...
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Act Cookbooks – Learn About Act
CRM Best Practices

Act Cookbooks – Learn About Act

Karen – September 24, 2012
Last year I switched to a new publisher, PackT, after many years of writing the ACT for Dummies books.  My...
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ACT 2013
ACT! CRM

ACT 2013

Karen – September 23, 2012 – 4 Replies
Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of...
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ACT Software History
ACT! CRM

ACT Software History

Karen – May 18, 2012
A few weeks ago I wrote about some of the changes that ACT! has experienced during its 25 year history. ...
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Zen and the Art of ACT! Maintenance
CRM Best Practices

Zen and the Art of ACT! Maintenance

Karen – May 11, 2012 – 2 Replies
Back in the days of ACT! 6 (was that really ten years ago?) my telephone message asked callers if they...
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ACT! Software Naming Conventions
ACT! CRM

ACT! Software Naming Conventions

Karen – April 20, 2012
I have a page on my website that offers free software for the old ACT! 6 product.  Unfortunately,  ACT! 2006...
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Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software
ACT! CRM ZOHO

Moving from ACT! to Zoho CRM: Benefits of Cloud-Based Software

Thinking About Moving from ACT! to Zoho? Here's Why Cloud-Based CRM Makes Life Easier If you've been using ACT! for…
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Featured Posts

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!
Karen – November 1, 2026

Your ACT! Database Doesn’t Belong in Dropbox or OneDrive – Here’s Why!

Why You Should Never Store Your ACT! Database in Dropbox or OneDrive If you've been using ACT! for years, you…
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DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?
Karen – October 28, 2026

DIY ACT! to Zoho Migration: Saving Money or Losing Your Data?

Thinking of Using AI to Move Your ACT! Database to Zoho? Read This First! Saving money on your CRM migration…
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CompanyCam and Zoho CRM Integration for Sign Companies
Karen – October 15, 2026

CompanyCam and Zoho CRM Integration for Sign Companies

CompanyCam and Zoho CRM: A Powerful Integration for Field Service Businesses If your business relies on site visits, installations, inspections,…
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Customize Your Zoho CRM Homepage with ChatGPT
Karen – October 4, 2026

Customize Your Zoho CRM Homepage with ChatGPT

How to Use ChatGPT to Create a Customized Zoho CRM Homepage If you use Zoho CRM every day, you know…
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