All My Act CRM Notes are Missing. Help!
How to find missing notes in Act CRM FYI: Most likely the scroll wheel on your mouse is to blame. I received a call from the client and she said...
ACT CRM Layout Customization: Editing User Fields Part 3
Part 3 Enjoy
Act CRM Sales Software is Great for Sales and Marketing
Act CRM is designed to be a great Sales and Marketing Tool In the last week I have worked with two new clients that have had a major Act CRM...
ACT CRM Layout Customization: Editing User Fields Part 2
I will focus on editing some included user fields in ACT. ACT has created 10 simple to adding user fields. In this tutorial we will continue to take...
Act Marketing Automation Drip Marketing Campaign: A Charity Fundraiser
I want to state right up front that I am offering my opinions and I am also oversimplifying some of the features of Act’s new email program called...
Act CRM: Group Therapy Part 1 – Bad Groups
An Act database can hold thousands of contacts and many of my clients have no idea how to find the contacts in Act that are relevant to their...
Act CRM Software Review in 2021
What is Act CRM software? I never think of Act as CRM? Customer relationship management software is exactly what Act is and does if you use it...
Where Do You Want to Go And Can Act Help You Get There?
Act software is a tool that helps take us someplace. I’m a software teacher. My business revolves around helping people make the most of the...
Act CRM Database Software Tip: Group Membership Rules: Part 2
I'm a huge fan of using groups in Act CRM software Groups, if done correctly, can be a highly effective way to help you find certain types of...
Customize Act CRM Layouts using 13 Types of Act Fields
Act has 13 types of fields that you can use to customize your act layouts to make your data entry easier and more productive. In my opinion one of...
The Act CRM Reports Menu
If You Love Reports, You Will Love Act's Reports MenuIn this tutorial we will take a look at the reports menu item in Act software. I will take a...
Download Act Updates and Hot fixes
There is a difference between updating act software and upgrading act software. As an act software user you are entitled to free updates and hot...
Put Spreadsheet Style Information into Act CRM Easily: Tables-4-Act
Imagine you own an ice cream shop and a customer visits Tony’s Famous Ice Cream to buy some ice cream. Chocolate to be exact. In a cone; a sugar...
How to Add a Note or History to Multiple Act CRM Contacts
On occasion you might find it helpful to add a note or a history to multiple ACT contacts and this video shows you how to do that quite easily. This...
Who Is Your Sales Manager?
Every once in a while, you have to look at act software as if you were the sales manager for your company or business. Recently, I had a very brief...
Act CRMQuick Tip: Use Two Monitors
One of the best tips I can give you is to you make sure that you use two monitors in your office. Monitors are inexpensive, approximately $150 for a...
Act CRM Microsoft Word Template Issues
Adjusting User Account Control (UAC) can help alleviate some issues. A client of mine is having issues with Microsoft Word and ACT when doing a mail...
Where do I find my Act CRM Serial Number?
Where do I find my Act serial number? If you are registering Act software for the first time, after purchasing Act, you will most likely find your...
What is the My Record in Act CRM?
The My Record in Act is all about You. When you open up act the first thing you see is your contact information. This is what act calls the My...
Act Error Messages: How to Resolve Them
When you purchase act software you expect it to work flawlessly, but sometimes it doesn’t. One of the key selling points of act is that it works...
Understanding Security Roles in Act: As your business grows, know your Act Options
ACT CRM Software and Small Business Security Challenges Small businesses are confronted with organizational issues as their business grows. Maybe...