Archive for Tips and Tricks
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..
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 [...]
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 [...]
Printing from Template
Question: I cannot go from a contact to a template for a document to print a label. How do I connect the two? Answer: Labels and envelopes are accessible from File – Print, rather than the reports menu.
Importing Contacts into a Group
Question: We have no problems importing contacts from a CSV file. However, our database is setup with different groups that the sales people sort their contacts into. When we import, they are all put in with the existing contacts and the sales people have to manually go through and sort them out into the groups they [...]
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 [...]
Customizing the ACT! Toolbars
Question: There are many ICONS for various functions on the top bar of the Main Contact Page. I only use three or four of these and want to remove the rest to make things simplier. How do I do so? Answer: Depending on your version of ACT, it may or may not be possible. In [...]
Missing the ACT! 2010 Relationships Tab
Question: I was reading through some posts recently and thought I would check out the use of the relationship tab. Lo and behold, I didn’t see one on my system. So, my question is how do I get it back? Answer!! Relationship tab is available in ACT version 2010. GO to Tools, design Layouts, Contact [...]
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.
