If you’re still running your business on ACT!, this might feel a little uncomfortable to read. Good. Because for many companies, their ACT! database isn’t just “old software.” It’s a single point of failure quietly sitting in the corner… humming… waiting… 😬 Let’s talk about why. 1. It Lives on One Computer (Usually the One…
If you’ve ever tried to move from Act! CRM to another CRM platform, you may have discovered a frustrating truth: while migrating basic data like contact names, phone numbers, and emails is fairly straightforward, getting your Act! Notes and Histories out of the system is another story entirely. In fact, for the average user, exporting…
Moving from Act to Zoho can be as easy as, well, the ABC’s. Or in this case the A-Z’s. Switching from ACT to Zoho CRM could be a great move for your company – or a total disaster! Zoho offers a lot of flexibility, with features like workflow automation, AI-driven insights, and extensive integrations. Plus,…
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data. You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. If the button is “greyed out”…
So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together!
If you have an older computer with an older version of Act, you might be wondering about the Act and Windows XP sunset options. Windows XP, the operating system of choice for most PC users for over ten years, is being officially phased out as Microsoft “sunsets” support for the product in all respects. I loved XP…
Act 2013 will become obsolete on 9/30/15 If you are using Act 2013 there are a few important pieces of information you need to know. If you’re using Act 2013 you’ll want to upgrade to the latest version of Act by the end of the month. After September 30, 2015 you will not be able…
I personally use an importing product and recommend that you use one as well if importing into ACT on a regular basis.