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ACT CRM Training

Act Lookup: More Options Setting

by Tony Holowitz | ACT CRM Software Tips and Tricks

When you are doing a lookup in act, make sure that you take full advantage of the power of doing a simple lookup. One of the best things about act...

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Two Act CRM Databases or One Act CRM Database?

Two Act CRM Databases or One Act CRM Database?

by Tony Holowitz | ACT CRM Software Tips and Tricks

Occasionally I will get a call from an Act user that uses more than one database. They might have more than one business or they prefer to keep...

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Act CRM’s Browse Free Feature

Act CRM’s Browse Free Feature

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act CRM allows you to share your act database with up to 10 other people for free. Browse only mode could be a game changer for many small...

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Free Act software Add-Ons from Keystroke

Free Act software Add-Ons from Keystroke

by Tony Holowitz | Act CRM Software Fundamentals

Keystroke practical computing based in Toronto is one of the largest provider of Act products and services and software tools. Full disclosure, I am...

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Simplify Act CRM: Put a Button on It

Simplify Act CRM: Put a Button on It

by Tony Holowitz | ACT CRM Software Tips and Tricks

Put a button on Act CRM.  Simplify your Act Experience. https://www.keystroke.ca/en/shop/product/automator4act.html Keystroke has created a software...

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The Catch-22 of Automation: Act CRM’s Bells and Whistles Can Easily Distract

The Catch-22 of Automation: Act CRM’s Bells and Whistles Can Easily Distract

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act has a lot of bells and whistles that it offers its users. For example, act email marketing, activity series and automation, as well as reports....

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ACT CRM Training

Act Premium and Act Premium Cloud Security Settings

by Tony Holowitz | ACT CRM Software Tips and Tricks

If you are in a company or organization with multiple Act by Swiftpage users, it is important to recognize that you have some options for the way...

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8 Things Every Act CRM Database Software User Needs to Know

8 Things Every Act CRM Database Software User Needs to Know

by Tony Holowitz | ACT CRM Software Tips and Tricks

Tips for Act Database Beginners If you are a beginner Act user or even experienced with the software there are certain things that Act software that...

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Act CRM Software Review: Act Companion Mobile App

Act CRM Software Review: Act Companion Mobile App

by Tony Holowitz | Act CRM Software Fundamentals

From the Swiftpage Training Library: More Act Companion Videos Act Software Tip: Act Companion Review September 2021 Act Subscribers have access to...

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Changing the Sort Order of an Act Report

Changing the Sort Order of an Act Report

by Tony Holowitz | Act CRM Software Fundamentals

I have never been a big fan of reports. However, some of my clients need them and want to modify the way they perform.  Ask me why I think Groups...

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Customizing Act CRM Layouts

Customizing Act CRM Layouts

by Tony Holowitz | ACT CRM Software Tips and Tricks

You can customize act layouts to suit the way your business operates. Imagine for a moment that you own the business that sold ice cream. You can...

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Exponenciel Add-ons for Act CRM | Add the functionalities you need to Act!

Exponenciel Add-ons for Act CRM | Add the functionalities you need to Act!

by Tony Holowitz | Act CRM Software Fundamentals

Act users come in all varieties: small, medium and large. Salespeople. Entrepreneurs. Administrators. Nonprofits. Small business people. And many...

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Can Act Talk to Other Software Programs?

Can Act Talk to Other Software Programs?

by Tony Holowitz | ACT CRM Software Tips and Tricks

https://youtu.be/lba2-IWtBfg Act API and Zapier: communicating with other software In the past, one of the shortcomings of act software is that it...

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Act CRM Duplicates: Finding and Combining Duplicates in an Act Database

Act CRM Duplicates: Finding and Combining Duplicates in an Act Database

by Tony Holowitz | Act CRM Software Fundamentals

If you are like a typical Act software user you have duplicate contacts in your database. At some point, you will need to deal with these contacts....

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Act CRM: How Do You Spend Your Monday Mornings?

Act CRM: How Do You Spend Your Monday Mornings?

by Tony Holowitz | ACT CRM Software Tips and Tricks

What Is Your Monday Plan?  Lets forget about act software for a few minutes and talk about how you view your Monday mornings. It is important to...

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Make Act CRM Easier on the Eyes: Colors

Make Act CRM Easier on the Eyes: Colors

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act CRM Colors: Add Some Color to Your Act Database Add some color to your Act CRM database, for example the notes or history tabs in ACT, to give...

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My Thoughts About Act CRM Add-on’s

My Thoughts About Act CRM Add-on’s

by Tony Holowitz | Act CRM Software Fundamentals

I like tools that help make act more convenient.  For long time act users and easier to use for new act users. If a tool can simplify the learning...

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How to Email Multiple Contacts in Act CRM Software via Outlook

How to Email Multiple Contacts in Act CRM Software via Outlook

by Tony Holowitz | ACT CRM Software Tips and Tricks

How often have you done a look-up in ACT and now you'd like to email everyone in that look-up? People often ask me how to do a mail merge and act....

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How to Fix: Act Has Determined That Microsoft SQL Server Is Not Running

How to Fix: Act Has Determined That Microsoft SQL Server Is Not Running

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act Has Determined That Microsoft SQL Server Is Not Running On occasion you might see an error message when starting Act that says that Act has...

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Act CRM Font Size Matters

Act CRM Font Size Matters

by Tony Holowitz | ACT CRM Software Tips and Tricks

How is your vision after staring at Act all day? Act now to see a little bit easier. Are your eyes getting a little bit tired after working with Act...

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Entering Data in Act CRM Can Be a Waste of Time

Entering Data in Act CRM Can Be a Waste of Time

by Tony Holowitz | ACT CRM Software Tips and Tricks

One of the dilemmas for small business users is that we are faced with entering data into software. How do we avoid becoming data entry clerks?...

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