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Creating a Drop-down List in Act CRM

Creating a Drop-down List in Act CRM

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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Act CRM Software: Using Universal Search

Act CRM Software: Using Universal Search

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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Changing the Font, Size and Color of Notes, Histories and more in Act CRM Software Preferences

Changing the Font, Size and Color of Notes, Histories and more in Act CRM Software Preferences

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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My Act Top 20 Tips Revisited September 2021

My Act Top 20 Tips Revisited September 2021

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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Act CRM Software Mobile: How Do I Connect to My iPhone?

Act CRM Software Mobile: How Do I Connect to My iPhone?

by Tony Holowitz | ACT CRM Software Tips and Tricks

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...

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Act 18 Updates: Source www.Act.com (updated 9-20-2021)

Act 18 Updates: Source www.Act.com (updated 9-20-2021)

by Tony Holowitz | Act CRM News & Updates, ACT CRM Software Tips and Tricks

In late 2018, Swiftpage, the makers of Act software CRM made an important announcement that and embedded third-party software component would be...

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