Archive for Popular
Setting up an IPAD to use Citrix
Setting up an IPAD to use Citrix One of the benefits of our Citrix Hosted solution is the ability to go from Laptop to Desktop to IPAD with the same session and without needing to reload any of your programs or sync your data. Here are the simple steps needed to setup an IPAD or [...]
Create a Custom Lookup and Add to a toolbar
Create a Custom Lookup and Add to a toolbar Question: I have a lookup I like, can I Save it and create a button, to access it faster? Answer: Create a Custom Lookup and Add to a toolbar. Here is how..
Moving an ACT database to another machine when there is no backup
Moving an ACT database to another machine When you are forced to move ACT from one machine to another and do not have a recent backup, you can just move the files over. STEP 1: If the old machine is still operating, you will need to stop sql before you move the files. IF ACT [...]
Connecting ACT! to Crystal Reports
Connecting ACT! to Crystal Reports Open Crystal Reports, got to File – New – Blank Report Create New Connection, Chose OLE/DB (ADO) From here depending on the version of ACT you have you will see one or two providers, either ACT OLE Provider (1 or 2) After that, you will need to put the full path [...]
Getting to your ACT! while out of the office
ACT! for Web –ACT! for Web (APFW) is easily accessible via the Internet Explorer web browser. Although it lacks some of the marketing and administrative features of the full desktop product, it is easiest to deploy and access and is many times a good solution for sales professionals seeking a shared company database. There is [...]
What’s New IN ACT 2011 – Coming soon!
New features in Sage ACT! Premium 2011 Quick Database Sage ACT! Premium 2011 includes new and improved features for working with contacts, groups, companies, and opportunities. Creation for New Users When you open Sage ACT! Premium, you are asked if you want to create a database or open an existing database. This page assists new [...]
Lookups in ACT! Finding your contacts when you need them.
In this short video, we will go over finding contacts in ACT and the three of the primary ways to do a lookup.
Customizing the Contact List and Exporting to Excel
In this short video, we will demonstrate how to customize the ACT! by Sage Contact list and export data to Excel. In the past you needed to go through a complex wizzard to export data to a text file and then open in another application. ACT! by Sage now allows direct export from the Contact [...]
The ACT! Bucket List
Fields you capture on every call. Basic info about clients and potential clients go into ACT. We then create a dynamic group in ACT! such that quickly finding contacts of a particular category is very simple
What is the ACT Salutation Field For?
Don’t get confused by the Salutation field!!!
