act history list

  • The Case of the Missing Act! Contacts

    ·

    Karen

    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…

    Read More

  • Act! to Zoho Conversions: Where Do I Start?

    ·

    Karen

    I’ve written several articles comparing Act! to Zoho. Most of my Act! users simply don’t want to change. Occasionally clients do want to move to Zoho and are wondering: where do I start? Here are my planning steps: Determine level of Zoho you need. There are two questions I normally ask prospects: How many custom…

    Read More