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Act Companion: You Might Be Surprised | Friendly Act CRM Software Database Sales Support & Training

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Act Companion: You Might Be Surprised

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Greetings, everyone! I’m Tony Holowitz, and today I want to shed light on a highly underrated and free tool provided by Act – the Act Companion. Act Companion is designed for your mobile device, be it an iPad, iPhone, or Android, and it allows you to access and interact with your Act data directly on the go. This versatile tool is connected via an API and enables you to view your Act data seamlessly on multiple mobile devices. Let’s dive in and explore the potential of Act Companion!

Step 1: Setting Up Act Companion: To get started with Act Companion, you’ll need a few essential pieces of information: the API connection string (URL), your Act database username, database name, and password. Armed with these details, you can effortlessly set up Act Companion on your mobile device.

Step 2: Managing Expectations: Before delving into Act Companion, it’s essential to manage your expectations. The mobile interface differs from the desktop version of Act, so some adjustments are necessary. Keep in mind that Act Companion condenses a vast amount of information to fit on a smaller screen, so it might take some time to get accustomed to the new layout.

Step 3: Key Features of Act Companion: Act Companion offers valuable features that empower you to work efficiently on the go:

  1. Contacts: Access your contact information and interact with contacts directly from your mobile device. You can call, email, view details, and even mark contacts as favorites.

  2. Calendar: Stay organized and manage your schedule with ease. Act Companion allows you to view and update your calendar events on the go.

Step 4: Getting Started with Act Companion: To begin using Act Companion, open the app on your mobile device. On the right-hand side, you’ll find a list of your contacts. You can scroll up and down to browse through the list. Tap on a contact to view more details, including call, email, and additional information.

Step 5: Searching for Contacts: Act Companion makes searching for contacts a breeze. Simply click on the search area and type in the desired contact’s name or any relevant details. The app will instantly display the matching contact information.

Step 6: Real-Time Data Sync: One of Act Companion’s most powerful features is real-time data synchronization. When you make changes to contact information on the web version of Act (Act Premium Cloud), simply pull down the contact list in Act Companion to refresh the data. The app will update and display the most recent changes immediately.

Step 7: Ideal Situations for Act Companion: Act Companion is an invaluable tool for remote work and staying connected while on the move. Whether you’re at the beach, on vacation, or working from a vacation home during the summer, Act Companion enables you to access and manage your Act data effortlessly.

Conclusion: In conclusion, Act Companion is an underutilized gem that comes with your Act subscription for Act Premium Cloud users. This free mobile app offers the convenience of accessing your Act data anywhere, anytime, making it a perfect companion for remote work and flexible schedules. Embrace the change, and you might be surprised at the incredible capabilities Act Companion has to offer. Try it out today and experience the power of managing your Act database from the palm of your hand.