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Act! CRM Tips & Tricks

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Act CRM Software Users Don’t Like Change: My Opinion

Act CRM Software Users Don’t Like Change: My Opinion

by Tony Holowitz | Act CRM Software Fundamentals

Since late December 2021 I have been using Act’s new SaaS offering.  SaaS is short for Software as a Service.  What does that mean for Act software...

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Act CRM Mail Merge Emails Stuck in Drafts Folder

Act CRM Mail Merge Emails Stuck in Drafts Folder

by Tony Holowitz | Act CRM Software Fundamentals

If you are using Act version 23 and you are experiencing an issue with your mail merge emails getting hung in the Outlook drafts folder there is a...

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Act CRM Pricing: SaaS at $180 per Year Is a Great Value

Act CRM Pricing: SaaS at $180 per Year Is a Great Value

by Tony Holowitz | Act CRM Pricing

Personally, I think Act CRM SaaS is a great value for Act users for many reasons.  Some of which you may not expect.  Allow me to share these ideas...

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Scheduling an Activity Directly from the Act Calendar

Scheduling an Activity Directly from the Act Calendar

by Tony Holowitz | ACT CRM Software Tips and Tricks

When I am planning my week, I will often go directly to the Act calendar to schedule calls and meetings. I never use to-dos because I feel if...

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Act CRM Back-Up Part 3: Save Copy As

Act CRM Back-Up Part 3: Save Copy As

by Tony Holowitz | ACT CRM Software Tips and Tricks

In this tutorial, I will show you a simple alternative for creating a copy or back up of your ACT database. Video Transcript Hi, ladies and...

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Faxing and Scanning Software for Act CRM

Faxing and Scanning Software for Act CRM

by Tony Holowitz | Act CRM Software Fundamentals

Faxing and Scanning Software for Act They say you should write about what you know.  Help people by sharing your own experiences.  In this case, I...

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