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Act! CRM Tips & Tricks

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Upgrading Act: How do I upgrade my Act Software?

by Tony Holowitz | Act CRM Software Fundamentals, ACT CRM Software Tips and Tricks

In this tutorial I will teach you how prepare to install an upgrade of your Act software. Let me just clarify the key point here: this tutorial...

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Reminder to Backup your Act CRM Database

Reminder to Backup your Act CRM Database

by Tony Holowitz | ACT CRM Software Tips and Tricks

Don't lose your Act CRM database. It happened again. A client contacted me because her computer died and she did not have a backup of her Act...

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All My Act CRM Notes are Missing.  Help!

All My Act CRM Notes are Missing. Help!

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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ACT CRM Layout Customization: Editing User Fields Part 3

ACT CRM Layout Customization: Editing User Fields Part 3

by Tony Holowitz | Act CRM Software Fundamentals, ACT CRM Software Tips and Tricks

Part 3 Enjoy

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Act CRM Sales Software is Great for Sales and Marketing

Act CRM Sales Software is Great for Sales and Marketing

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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ACT CRM Layout Customization: Editing User Fields Part 2

ACT CRM Layout Customization: Editing User Fields Part 2

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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