Calculated Fields in Act CRM

Act CRM version 16 and above allows you to create a field that calculates either a formula or a number based on a date.  I want to note that as of the date of this post there are some kinks in the way this works.  If this new feature doesn’t work exactly the way you were expecting it too, please be patient an upcoming update will hopefully resolve this issue.  That’s the hope anyway.  Please watch my video to learn more:

Tony Holowitz: ACT Certified Consultant & Software Teacher

I love to teach people about ACT! Software by Swiftpage (previously owned by Sage). My free ACT training video tutorials are better than classes because you can watch them over and over again.

Many people that use ACT are small business people. My experience has been that people trying to learn about ACT face two obstacles. First, they have to learn about the software; the mechanics of ACT. Second, they have to figure out what they’ve learned and then decide how to apply it to their needs. How do you use ACT to keep in touch with contacts? What are the fundamentals of ACT? How do you sell from ACT? How do you put ACT on multiple computers and share the data? These are just some of the questions you’ll be confronted with.

I offer ACT users one-hour of my time for free to discuss anything about ACT. So take me up on the offer and I’ll teach you how to ACT. Thanks.