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Sharing an ACT! Database
Sharing an ACT! Database
You have just created an ACT! database and everything has been going great!
But now you’ve added a second user and this popped up:
Don’t worry, it just means that you have to share the supplemental files (layouts, reports, etc.)
with the other users. All you have to do is click the “Yes” button.
For more in-depth information, check out the following tutorial:
http://www.youtube.com/watch?v=m8jeK6voUaE&feature=youtube_gdata
When does a Hosted Model Make sense?
When does a Hosted Model Make sense?
Deciding if hosting is the best choice for your company is a critical task. The checklist below is designed to assist companies like yours to make the best choice by highlighting some of the key factors involved.
Depending on your requirements or resources, this checklist will help determine if hosting makes sense.
Check the appropriate box
Yes__ No__ IT Staff (Availability/ ACT! Expertise)
Yes__ No__ Geographically Dispersed Users
Yes__ No__ Capital Availability
Yes__ No__ Customization Requirements
Yes__ No__ Large number of users
Yes__ No__ Access to the Internet
Yes__ No__ Integration with other Applications ( MS Office, QuickBooks, QuoteWerks)
Yes__ No__ Need for a Predictable IT Budget
Our Strengths:
- If you are already outsourcing your IT related needs or if your IT staff does not possess the necessary skills, our team has the expertise needed to support your ACT! environment.
- Geographically dispersed teams are able to access data from a central location which increases efficiency and reduces costs.
- Capital availability hosting has low start up costs, with little or no long term commitment.
- Our team can met your database customization needs to enable to work efficiently.
- Large number of users, benefit from having central administration, which is critical in managing large groups.
- Our thin client model provides access to all of your applications from nearly any device via an internet connection. For those needing off line access, synchronization is available for several applications.
- The thin client solutions allows for Integration with other applications such as MS Office, QuickBooks, QuoteWerks and more.
- Our hosting packages are a fixed monthly fee allowing you to plan your IT budget.
How to Create a Document Template in ACT!
How to Create a Document Template in ACT!
Something that ACT! does better than almost any other program I’ve seen is allow you to send out preformatted letters to your contacts. These can be a response to an inquiry for information, a corporate resume or a status update on a project. What ever your use, the are simple to use and very powerful. To get started, there are a couple of things that you should consider.
1) the My Record – each user of a database has a record, called a "My Record" this record contains what will become the "sent from" information in your letters and templates. You will want to make sure it’s accurate. Just Open ACT, go to Lookup, My record. The info here is you.
2) Fields you will populate your letter with. You will want to make sure you have filled these out for everyone you will be sending your letter to. Also make sure you are aware of the field name as this will help you customize your letter templates. To learn the field name of one of your fields, right click on a field you want in your letter and after the word Lookup in the pop up menu will be the field name of the field you have right clicked in.
3) doing Lookups; In ACT, the filtering of your data occurs BEFORE you send our a letter, report or print your labels.
For customizing the letter templates themselves, check our this page
Sage ACT! 2013
It’s not out yet, but we are expecting some great new things from Sage ACT! 2013.
If you currently own ACT 2012, we are expecting a service pack soon which will contain a new HTML 5 web client. This will make your ACT accessible from all sorts of mobile devices. Many power users will still need the full aCT client, but this and other upcoming features have been quite exciting to hear about.
Stay tuned to this location for more details.
Backing up ACT with the ACT Scheduler
Hardly a week goes by where we don’t get a call with a really sad story.
