Archive for Tips and Tricks
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.
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
Adding Contacts to a Group and Keeping a history
If you want to keep a record of when a contact is added to a group, consider this. ACT has 2 types of groups, static and dynamic. You are using static (the legacy type from ACT 6.0). Bascially you add someone to a group and they just stay there until you take them out. IN [...]
Exporting to excel
One of the great new features in ACT is the ability to get your data to Microsoft Excel from almost any list. You can export to excel from the Contact, Group, and Opportunity, Task and Company lists. Here is how.
What is the ACT Salutation Field For?
Don’t get confused by the Salutation field!!!
Microsoft Office Training
Tandem Training offers expert Consulting and Training services in Microsoft Office, MS Project, ACT! and other End user Applications both in our classroom or in your office. We are based in Houston, TX but specialize in traveling around Southeast Texas to provide Training and Consulting services AT YOUR LOCATION or OURS. Tandem’s Custom Onsite Computer [...]
