If you have ACT! 2010 or 2011 and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat.
The Act! software is a great tool for businesses, but you may be having a hard time getting the most out of it. If you find your operation struggling with the expansive software, you should consider bringing in a certified Act consultant to assist you in operation of the software. These professionals are here to help…
Although most ACT users are “ACT FanACTics” they are sometimes a bit technically challenged. Here are a few “myths” I often hear.
Now that you have purchased Act! v17 for your business you may think that hiring an Act! consultant is a waste of time and money. The software does it all already doesn’t it? Wrong! Act! is only beneficial to your business if you utilize it properly, and that is what an Act! consultant can help you…
The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in an extremely timely fashion. I did not garner my CRM knowledge through osmosis; I spend quite a bit of…
The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance. Let’s start with the Salutation field. I often ask Act!…
Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer. My second story involves an ACT! user who could not open his ACT! database; he kept receiving an error asking him to verify his user name…
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…
Hard as it is to believe, I’ve written over a dozen books on technology and created training videos for LinkedIn Learning. Trust me, writing is a labor of love. My “day job” is to help my clients utilize CRM software to make themselves – and their businesses – more efficient, effective and profitable. For me,…
Rome wasn’t built in a day and neither was your database. However, if you stick to my 5 simple Commandments you’ll soon be reaping the benefits of an effective CRM solution!
There are lots of cool shortcuts in ACT! that users take advantage of every day to make ACT! even more powerful than it already is.
Two books on the ACT software program by Karen Fredricks have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program.
I am currently working on two new titles for PackT – ACT! By Sage 2011 Cook Book and ACT! by Sage Reports and Dashboards Cook Book. I’m even more excited to announce that both books have been accepted into the new “RAW” (Read as we Write) program. RAW is a cutting-edge new program that enables…
For those of you who might not be familiar with lynda.com I’d describe it as an online software school. You can take out a monthly subscription for roughly $25 a month which give you access to all of the courses including my own.
This being Easter weekend I thought I’d share a couple of my favorite ACT Easter eggs. In case you’re not familiar with the term, a software Easter egg refers to a bit of hidden code in the software. Although these Easter eggs are all represented by fields and aren’t necessarily hidden, they do tie into…
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.
If I need training on a rapidly changing site such as Facebook I’ll be using lynda where I know I’ll get the latest and greatest information.
I’ve learned over the years that money I spend on a consultant, book or course is well worth its price when I compare it to the time it might take me to eventually wave the white flag and concede defeat.
For 5 years I ran an ACT Users Group in my hometown of Boca Raton, FL. It was a fun – although time intensive – endeavor. The meetings were typically attended by 25-50 “ACT Fanatics” who welcomed the chance to learn more about ACT as they munched on cookies. Currently I run a Virtual Act…