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Act! CRM Tips & Tricks

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So Many Act Add-on’s: So Little Time

So Many Act Add-on’s: So Little Time

by Tony Holowitz | Act CRM Software Fundamentals

One of the things that I have always loved about Act software is the ability to expand its capabilities using add-on products. Reviewed 10-2-2021 |...

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Act Knowledgebase Article: How do I upgrade to Act! v20 from a previous version?

Act Knowledgebase Article: How do I upgrade to Act! v20 from a previous version?

by Tony Holowitz | Act CRM Software Fundamentals

Visit the Act Knowledgebase here: http://kb.act.com/ Visit kb.act.com for more information. How do I upgrade to Act! v20 from a previous version?...

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What is an ACT Certified Consultant (ACC)?

What is an ACT Certified Consultant (ACC)?

by Tony Holowitz | ACT CRM Software Tips and Tricks

ACT consultants have been trained and certified by passing an exam given by the folks at ACT.  Yearly. I have been using and teaching people about...

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Tables for Act: Are You Outgrowing Act Software?

Tables for Act: Are You Outgrowing Act Software?

by Tony Holowitz | Act CRM Software Fundamentals

My car has a trunk that holds all of my stuff. Act has a trunk, sort of. Act’s trunk is called a table and understanding what tables are can help...

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Getting Accustomed to Act’s Web Version

Getting Accustomed to Act’s Web Version

by Tony Holowitz | ACT CRM Software Tips and Tricks

When you first start using act for the web it is like driving on the other side of the road. It is a familiar experience but your senses are thrown...

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Right-Click to Lookup Information Act

Right-Click to Lookup Information Act

by Tony Holowitz | ACT CRM Software Tips and Tricks

This is a simple trick that I find a lot of my clients are unfamiliar with when using act. It is a simple way to look up contact information. Most...

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