Category Archive for "ACT! Software"

Reminiscing with Act! Webinar- Top 5 Reporting Tips for Looking Back at What You’ve Done

This Speed Dating with Act Webinar is fast-paced and will cover 5 useful tips for reporting in Act! You will learn techniques to find out what your company has been doing well and what you need to work on. Or just to remember the good times. Reminiscing with Act! - Top 5 Reporting Tips for…

Speed Dating with Act! Webinar – Valentines Edition – 7 Things to Enter After Every Phone Call

Register for Speed Dating with Act - Valentines Edition Webinar Tuesday February 12 @ 10am CST Speed Dating with Act Webinar is back in time for Valentines Day. This fast-paced webinar will cover what information you should ask for and enter into Act! after every phone conversation with your client or with your Sweet Valentine.…

Can’t open my Database!

Question: Just upgraded my machine to Win7 (64 bit) and installed Act! 2010. My previous machine had XP and ACT 2008. I am unable to get ACT 2010 to open the 2008 files. I navigate to where they are and when I open the pad file, nothing happens. What, please, am I missing? Answer: If…

What’s New with Act! v16

Maintaining a competitive edge requires you to work smarter to accomplish more. Designed with extensive user input, Act! v16 delivers new functionality and enhancements that help you maximize your time, prioritize intelligently, and be informed and prepared to market and sell. Streamlined Company Management & Global Actions Increase Sales Effectiveness by driving informed, efficient action…

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…

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…

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…

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…

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…

Multiple Emails from Template

Question: We are using ACT 2009. I send out many emails to selected past customers to follow up on quotes that were sent to them in the past. I sometimes select 15 to 20 contacts to sent this standard email. (the email is only customized with their first name).If I do each email individually, I…

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.

Printing Labels for Contacts in a Group

Question: When I attempt to print labels for a single group, I get labels for all contacts. Advice appreciated, please. Answer: I'm assuming you want to print labels for all contacts in a group. (Not group labels) Select the group, then under the groups menu, choose create Lookup. This will give you a lookup of…

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.

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

Category Archives: ACT! Software