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Act! CRM Tips & Tricks

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Contact List Plus Part 5: Split View

Contact List Plus Part 5: Split View

by Tony Holowitz | ACT CRM Software Tips and Tricks

This is one of the most amazing parts of Contact List Plus: the Split View.  If you have a large monitor with lots of space, this is a great tool. …

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Tips for Deleting Act Contacts

Tips for Deleting Act Contacts

by Tony Holowitz | ACT CRM Software Tips and Tricks

Last week an act user contacted me because they had deleted thousands of act contacts by mistake. Luckily, or so they thought, they had a backup of…

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Make Sure to Backup Your Act CRM Database Manually or Automatically

Make Sure to Backup Your Act CRM Database Manually or Automatically

by Tony Holowitz | Act CRM Software Fundamentals

A Reminder to Backup Your Act CRM Database You can backup your Act CRM database either manually or automatically using the Act Scheduler.  When you…

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ACT CRM Training

Handheld Contact and Act: Talking to my iPhone and Sending Email via Handheld Contact

by Tony Holowitz | Act CRM Software Fundamentals

Sometimes I have days when I don’t feel like working. But I have to. We all have these kind of days on occasion.  I think. Here is a quick act tip…

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Act Knowledgebase (KB): Act Compatibility Matrix

Act Knowledgebase (KB): Act Compatibility Matrix

by Tony Holowitz | ACT CRM Software Tips and Tricks

The Act knowledgebase (KB) is a phenomenal resource for all Act users. I use it. Act users use it. Act technical support people use it. You should…

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What are Companies in Act CRM: Part 1

What are Companies in Act CRM: Part 1

by Tony Holowitz | ACT CRM Software Tips and Tricks

https://youtu.be/NiqEF1k3LLQ Personally, I think the biggest benefit of Act’s companies feature is the visual clue it gives you when you look at a…

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