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 (KB): Act Compatibility Matrix
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...
What are Companies in Act CRM: 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...
Syncing Act CRM: Scheduling Automatic Synchronizations (sync)
Syncing Act CRM: Have Act Scheduler Automatically Synchronize Your Act Data You can have your Act software database automatically synchronize by...
Act CRM Pricing: How Many Act License’s Do I Need?
Tony Holowitz: Your Act CRM Software Expert Training & Support for All Versions of Act CRM Software Act Help: Get 1-Hour Free Schedule A Meeting Act...
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 organizational skills. Many...
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?
Reposted from the Act Knowledgebase. Thank You Swiftpage. Visit the Act Knowledgebase here: http://kb.act.com/ Visit kb.act.com for more...
Act CRM Error Message: Object Reference Not Set to an Instance of an Object
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...
Act CRM Tips: Copy History or Notes to another Act Contact
Copying Notes and Histories in Act CRM Question: An Employee has left a company, how do I copy his history to another contact? Answer: It is easy...
Bad Email Addresses for Business Drive Me Crazy
If I receive an email from someone with an AOL email address my first reaction is that they are older and/or old-school. A Gmail email address is...
Working the Act CRM Task List as a Call List
Learn how to use Act's task list to its fullest potential. The thing I like most about Act's task list is the fact that you can use it as a list and...
ACT Video Tutorial: Smart Tasks
Act by Swiftpage has created some great video tutorials on some of their key features in act. Here is an Act video tutorial on Smart Tasks. The...
Have a Monday Plan for Act
Act Software Training Idea: I always tell my act clients that it is essential to have a Monday plan for act. As an Act Certified Consultant (ACC) I...
Checking for ACT Updates
There are Two Types of ACT Updates In this tutorial I show you how to see if ACT! has issued any types of software updates. These are standard...
Carbonite: Back Up ACT and Everything Else on Your Computer
http://youtu.be/j78s7WmdAKg Carbonite is a great backup solution for act users. Last week I received a call from an act user whose computer had...
Act Premium Cloud (January 2021) Features Overview
What does Act Premium Cloud look like? There are two types of people that will watch this video. The first type currently uses act software that has...
What are Act CRM Software Tables?
This short video from Swiftpage, the makers of Act software, highlights the potential of working with custom tables within Act Premium. In my...
Contact List Plus Part 4: Navagation Bar and Filter Panels
In this tutorial we will look at the Contact List Plus layout. Specifically, the navigation bar and filter panels. Contact List Plus offers many...