Tandem Training Blog - All Posts

Setting email Preferences in ACT for Web

July 28th, 2017 • By: Jon Klubnik Uncategorized

Something new I learned today. Email preferences for APFW are set within Outlook not ACT. Basically in Outlook, File, Options, Addins

Select ACT Outlook Addin

Select Add-In Options at the top

This will bring up ACT premium web history options. here you can select the default.

Here is a video describing how

https://www.screencast.com/t/Yd7bAqWg

Making Your Customer List Private in ACT! CRM

May 24th, 2017 • By: Jon Klubnik Uncategorized

Let’s say you have decided to hire a summer intern to help you with your database and with sales, but let’s also say that your databases is rather sensitive and you want to make sure your new assistant doesn’t contact the wrong person by mistake.  One way to address this issue is to may your customer list private.  Here are the steps and a short video describing the process.

Yes, you can set everything to private from the contact list, select all, then Right Click Choose Edit Contact LIst and set to Private  That will make all current records private

You can confirm they are private by lookup advanced Contacts by access and look up public records, if you did it right, only users should show up (users are always public)

Finally, you can set the default for Todd’s records to be private when he creates them but going to tools, preferences, record creation preferences, set to private for new contacts

Here is a video that describes the process
https://db.tt/wYPD99bsCo

Let me know if that does what you expect

Making your ACT Database a hidden share on your network.

February 28th, 2017 • By: Jon Klubnik Uncategorized

By Default, when ACT shares the database supplemental files folders, they are save on an unhidden Share available to Everyone on the network.  This short article will document how to secure on a network for companies with security or compliance (For example HIPPA) concerns.

Create hidden share using windows share

Open ACT! as administrator

Share the database, using tools, database maintenance, share database.  (there will be a check next to share database when you are done)

Close ACT

Open SQL management studio

Edit the table called CTL_DBCONFIG

For the Row With value of Name=Root and Section=datastore, add the $ after the share name to create the hidden share

Save the change and exit SQL management studio

Open ACT, confirm the CHECK next to Share Database under Tools, Database maintenance

Delete the Public (unhidden share) from Server maintenance file shares.

 

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Calculating the age of an ACT Contact.

February 3rd, 2017 • By: Jon Klubnik Uncategorized

Act! has the ability to calculate fields based upon the values in other fields. You can either calculate based upon a number field type or a date field.  For example, with a date field you can calculate the number of days until a closing date for a loan for the number of years since an anniversary or birthdate

Assuming we already called birthdate, we want to now create a calculated field for the age of the contact that can be done by going to tools defined fields in creating a new field with the type of calculated field next option is to base this upon birth date field and select the days or the years since the field then you can add this to the layout and your age is calculated automatically

Saving an AC T! Query for Later

February 3rd, 2017 • By: Jon Klubnik Uncategorized

Did you know that you can save your ACT! Query to use again later?  The easiest thing to do is create an advanced query (Lookup, Advanced, Advanced Query) once this query is created, you can save and next time just open from advanced query.  You can also open a saved Query from a Group Criteria.

 

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