Act CRM Software has Updated the Knowledgebase: Act KB
The Act knowledgebase has been updated to bring it in line with the need to view articles on mobile devices such as smart phones and tablets. It was...
ACT CRM Features: Calculated Fields Part 2 of 2
Calculated Fields Part 2 Act CRM allows you to create a field that calculates either a formula or a number based on a date. This video is part 2 of...
What is Act Connect? Examples of Act CRM Connect in Action
The good folks at Swiftpage Act have created a series of video tutorials that will show you how to connect Act with popular web applications via Act...
Act CRM Default Layouts
ACT has two main layouts that most new ACT users work with. In this tutorial I am going to explore the two main default layouts in ACT. Most people...
How to Manage Field Level Security in Act CRM : Source Act! Knowledge Base
How to Manage Field Level Security in Act CRM You would like to understand how to manage field level security. Field level security is a method that...
Act CRM’s Most Important Field: ID Status
The ID Status is the Most Important Field in ACT! In my opinion the most important field in ACT is the ID status field. One of the best things about...
Scheduling a Call Act CRM
How to Schedule a Call to Multiple Act Contacts. FYI: Meetings and To-Dos Work the Same Way. ACT! allows you to schedule multiple activities such...
Scheduling an Activity in Act from an Outlook Email
Scheduling an Activity in Act CRM via an Outlook Email Scheduling an Activity in Act CRM Software from an Outlook Email is quite easy. This is how...
Simple and Complex Act Lookups
Here is a very simple act tip that will allow you to quickly make more of doing a lookup in act. One of the key features of Act CRM is having the...
Interpreting Act
Act Software Tips: Learning all about Act Software by Swiftpage Original Post Date: 4-22-2017Updated 9-26-21 I recently started volunteering at the...
Act! Download Center
Act recently released version 24. Typically, act comes out with a new version yearly, give or take a few months. Original Post Date:...
Free Act Software Add-on’s and Plugins from Keystroke
Act CRM software add-ons can help extend the usefulness of Act. Below are a number of free act add-ons and tools from Keystroke Quality Computing,...
Contact List Plus Part 3: Adding Columns
In this tutorial, I will show you how to add and move columns in ACT and then in Contact List Plus. http://youtu.be/oDnZ6TxuElw
Creating a Drop-down List in Act CRM
Creating a drop-down list in ACT Managing a drop-down list is very important, especially when many users share an ACT database. In this tutorial I...
Act CRM Software: Using Universal Search
Now you can search all of ACT and modify your search criteria with the new universal search tool in Act CRM software. Reviewed 9-2021 In all...
Changing the Font, Size and Color of Notes, Histories and more in Act CRM Software Preferences
Here is a tip for those of us that use reading glasses! Act CRM Software Preferences. Keep in mind that some of the things I teach you can be...
My Act Top 20 Tips Revisited September 2021
The video below is a recording of a free client webinar I held in early May 2016 and posted in May 2016. Some of the information has change...
Act CRM Software Mobile: How Do I Connect to My iPhone?
How Do I Connect Act CRM Software to My iPhone? Option One: Act Companion | Free with Subscription Apple protects the way people access their iPhone...
Act CRM Software Version 24
Act Version 24 Released September 17th, 2021 I am a Partner with Keystroke based in Toronto and Ken Quigley (Owner & President at Keystroke) has...
Act 18 Updates: Source www.Act.com (updated 9-20-2021)
In late 2018, Swiftpage, the makers of Act software CRM made an important announcement that and embedded third-party software component would be...
Act CRM vs. Microsoft Outlook
Some people use Outlook to manage their contacts and I think that is a mistake. Act versus Outlook: They should be using ACT. In my opinion you...