How to see all notes created this year. The question we had today was how to create a report or view all notes created this year. There are three ways that this can be accomplished and I wanted next summarize those here and then I have created a short video that illustrates the process. The…
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Tip to find lost stuff in ACT!
Every once in a while it happens to each of us. It's been a few days, and we know we entered that call that note into ACT!, but we just can't find it. Although they are are a few ways that data can actually be missing (synchronization with Outlook, user error, sync with third-party software,…
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Ever Wish You had a Crystal Ball? Make sure you are entering your data consistently!
Garbage in, Garbage out! The old phrase is really true if you use a CRM System. On one had companies we have worked with have uncovered hidden gold in their CRM Databases. Imagine being able to look 3-6 months ahead in your sales cycle to spot potential deals, coach underperforming sales persons,and track the success…
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ACT! is now a part of SwiftPage. WE love it!
Recently it was announced that SwiftPage, the company we have worked with for years on email marketing entered into an agreement to purchase Sage ACT! and Sage SalesLogix. The deal just closed last week and the teams are now in transition. All of the Scottsdale Operations from Sage will transition to working with Swiftpage. We…
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Happy New Year from Tandem
Happy New Year from Tandem Training and Consulting Wishing you and yours all the best this year. Looking forward to working with you to help you manage and grow your business. As always feel free to call 866-710-4228 if you have any questions or comments.
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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…
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Holiday Cards and Gifts in Sage ACT!
Holiday Cards and Gifts in Sage ACT! DAY 1: Sending Your Holiday Cards - Thursday Nov 29 at 12 noon Cen Every year around this time companies start scurrying through Outlook act business cards and other sources because it’s time to send out Christmas and holiday cards. Today’s webinars when we do every year is…
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12 Days of ACT!
It’s that time of year again. 12 webinars in just over a months time. Each is free. We will also give away 5 copies of ACT from all attendees. Join us for the 12 Days of ACT! , these are 30 minute overview on various ACT! topics. DAY 1: Sending Your Holiday Cards - Thursday…
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Can ACT! for Web and the desktop version of ACT coexist
Sage ACT! comes in two flavors, Pro and Premium. The pro edition is typically for 1-4 users, but can go as high as 10. The premium is generally from 3-100 users. The premium version of Sage ACT! has a desktop client, a full web client and an HTML 5 lite web client called ACT! premium…
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Many Definitions of “the cloud”
If for example, cloud means many of the following. secure data center Centrally managed backups managed maintenance and upgrades redundancy and fault tolerance Accessible from anywhere there is an internet connection. included support for both connectivity issues and end user questions. Accessibility from a variety of devices (handheld, mac, windows) Accessibility from traveling workers, remote…
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Sage ACT! Premium 2013 System Requirements
With the coming release of Sage ACT 2013, I thought it would be a good time to review the concept of system requirements. While not much has changed as far as necessary system requirements, if you are upgrading from an older version of ACT or installing on a older machine, it’s a good thing to…
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Dude, Where’s my (ACT) Stuff?
One of the more common and dangerous problems we see is people loosing their data because they didn’t remember where they saved it. When they can’t find it, usually they make another database and start using that. That can be costly and dangerous because you then have data spread across many databases. It is for…
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Sage Summit 2012
I’m in Nashville this week attending my 12th straight ACT/Sage conference. I’ve don’t this ever since I’ve become an ACT consultant mainly because I believe in learning and that learning new things is key to staying competitive in today’s market. I also go because it gives me a chance to hang out with people who…
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Event Marketing made Easy
Event Marketing made easy with ACT! E-Marketing For the last few years we have had the opportunity to successfully host the Sage ACT! Roadshow. This is an event where we get to meet with current customers and introduce potential customers to our products and services. As with any event, there are a number of logistics…
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Social Sharing for ACT! E-Marketing
Social Sharing for ACT! E-Marketing Sage ACT! teamed with Swiftpage to release a new feature called Social Sharing for ACT! E-Marketing. This tool allows you to broadcast to your social network. Also when you send an email, your receipients are able to share the email message by clicking on the social network icons at the bottom of…
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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…
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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…
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My Cloud is Bigger Than Your Cloud
My Cloud is Bigger Than Your Cloud We are excited to finally see Sage take note of the growing trend towards a mobile workforce and cloud computing. And while new offerings like Sage ACT Connect, Sage Premium Mobile and even ACT for Web are welcome additions, they only address a small portion of the needs…
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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…
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