Act CRM Software Tools and Add-ons I Suggest in June of 2021
FYI: In late December of 2020 I started using Act CRM SaaS exclusively in my office. Act’s new offering was something I felt I had to test...
Act CRM Pricing Review: January 2021
Act CRM database software pricing can be a little confusing when you try to break down all your options If you were to pick up the phone...
Act quick Tip: What is the name of your Act database?
On occasion I will ask a client what the name of their Act database is and they do not know the answer to that question.To determine the...
Act CRM Database Software Pricing: What to Expect in 2021
Act CRM software is changing for the better. If you are looking for a contact manager database this year you have options from Swiftpage Act. As a...
Contact List Plus Part 5: Split View
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. ...
Tips for Deleting Act Contacts
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...
Make Sure to Backup Your Act CRM Database Manually or Automatically
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...
Handheld Contact and Act: Talking to my iPhone and Sending Email via Handheld Contact
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...
Act knowledgebase: Act Compatibility Matrix | updated October 9, 2017
The Act knowledgebase is a phenomenal resource for all Act users. I use it. Act users use it. Act technical support people use it. You should be...
Act: Working with Companies in Act 17 Part 1
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...
Scheduling Automatic Synchronizations
Have Act Scheduler Automatically Synchronize Your Act DataYou can have your Act software database automatically synchronize by using the...
How Many Act License’s Do I Need?
A client called me to buy a new license or subscription for Act Premium Cloud and I talked him out of it. He currently has one subscription and he...
Act Groups: Group Therapy Part 2 – ID Status
Act Groups are a great way to keep your information organized and relevant. Here is the tricky part: many people lack...
Act’s Last Email Field
Act's Last Email Field is one of the most important fields in your act database. Let's face it, sending email to a number of contacts in ACT is easy...
Act Knowledgebase Article: What issues have been fixed in Act! updates?
Visit the Act Knowledgebase here: http://kb.act.com/ Visit kb.act.com for more information. What issues have been fixed in Act! updates?...
Object reference not set to an instance of an object
I want to meet the man or woman that makes up these error message codes and buy them a cocktail. They make life interesting. As an Act software user...