Archive for Tips and Tricks

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 […]

Work Smart with SAGE ACT! Smart Tasks

A Smart task is a sequence of steps that are linked, such as in a workflow, to perform tasks or actions for either contacts or opportunities. Examples of tasks include sending emails to follow-up with a contact, email birthday greetings or a reminder email to upgrade software. The sequence of linked steps is organized using […]

ACT!’s Handy Dandy Notepad

ACT!’s Handy Dandy Notepad   One of the new Sage ACT! 2012 features that has made life a lot easier is the Sage ACT! Scratchpad. This new feature has allowed me to keep a list of tasks that I need to do. Tasks can be both personal and work related. It is very convenient since […]

How To Create, Manage, and Add Contacts to Groups in ACT!

How To Create, Manage, and Add Contacts to Groups in ACT! Answer ID 12864   |    Published 07/02/2005 09:18 AM   |    Updated 04/26/2012 09:33 AM You would like to know how to create and manage groups and subgroups in ACT!. Introduction Groups provide a way to categorize and organize contacts along with helping to manage relationships […]

Get your ACT together with Smart Tasks

Get your ACT together with Smart Tasks Each month I have  list of tasks to do, for example touching base with new customers after a month of service.  However, whenever I get busy some of the tasks get forgotten. With the recently improved ACT! Smart Tasks feature it like having an assistant to help you […]

Emails Strategies that get Results

Emails Strategies that get Results Originally published on the Swiftpage Marketing Blog. As switpage user , I learnt I have less than a minute to capture the attention of the recipient and get them to engage. It takes 15 – 30 seconds for a recipient to engage,  get the point and know what to do. […]

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, […]

Backing up ACT with the ACT Scheduler

Hardly a week goes by where we don’t get a call with a really sad story. 1) my hard drive crashed 2) I accidentally deleted my database 3) someone broke into our offices and stole our computers 4) I was trying to do something and all my data is gone… Can you get it back? […]

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..

Printing Return Labels

Question: What is the easiest way to create a whole page of return address labels? Answer: This is one of those few things that is just easier to do directly in Word. In Word 2003, go to Tools – Letters and Mailings – Envelopes and Labels, choose Full page of the same Label. In MS […]

Can ACT! for Web and the desktop version of ACT coexist

October 17, 2012
by: Jon Klubnik • ACT! Software, Hosting

Grace’s 8400 Mile Commute

April 23, 2012
by: Grace • Hosting, SuccessStories

When does a Hosted Model Make sense?

April 12, 2012
by: Grace • Hosting, Uncategorized

Heading to the Cloud

June 2, 2011
by: Jon Klubnik • Hosting