This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts. In all cases we were able to solve the mystery of the missing Act! contacts and hopefully prevent it from happening again. When a user feels that contacts have gone MIA from their Act! database…
As the saying goes, I wish I had a dollar for every time an Act! user started the conversation with these words, “Karen, I am a long-time Act user.” In fact, there are millions of long-time Act software users out there because the Act! product has been around for over 30 years. And by the…
One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room because the signs had been reversed. I laugh every…
I recently received this plea for help from one of my ACT clients: “Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings, I created a customized “Opportunity Layout Screen”(OLS) which fits our business and includes new fields. All of our Team…
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as the Fourth of July and Christmas are easy to add manually. However, other holidays such as Easter and Chanukah…
The cookbook style is designed to give you simple steps to help you learn a new software feature. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions.
ACT 2010 is here and it’s all about social networking!