Several times a month I receive a call from an organization that has lost their ACT! password. Sometimes this happens when the ACT! Administrator leaves the company – and takes his password with him. Fortunately we are able to recover those passwords and send the new administrator on their way with the advice to have…
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! Here’s a few hints that will help speed you on your way: Make sure that Windows is up to date by rebooting your machine. If you are going to be integrating Act…
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!
I had someone call me last week who was enraged that Act! Support was not able to help them convert their Act! 5 database (circa 1999) to the latest version, Act! v17. Another customer couldn’t understand why Swiftpage wasn’t willing to convert their 1997 Maximizer database to Act. The customers felt that this service…
Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another. The reasons may vary but the bottom-line is that the user feels that the current solution “just isn’t working.” I know first hand…
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips. I see a lot of databases in a variety of formats (Act!, SugarCRM, Salesforce, Zoho) and I’ve made one assumption: the typical database consists of 25% “dead wood.” I define dead wood as: Contacts that…
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 Tools menu, and then click ACT! Scheduler. The ACT! Scheduler – Create, Edit…
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…
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 run maintenance. Unfortunately, many ACT! users either…
Losing weight got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in databases. Although I work with a variety of CRM solutions I find that my clients deal with the exact same issues.
We specialize in Act Database repair. Many Act users use their databases year after year without running routine Act maintenance. Consequently, they may find that one day they can’t open their Act database, or perhaps Act data seems to have disappeared. If you have Act you should be using the Act Scheduler to perform Act…