Archive for ACT! Software

Act! Obsolescence Policy Taking Effect – Dont Lose Support

Swiftpage’s Obsolescence Policy for Version 15 of Act! is set to take effect on November 30th, this year. Meaning that your v15 Software will no longer be supported by Act!. There is exclusive upgrade pricing available for v15 users to migrate to Act! v17. The upgrade includes expert technical support, product updates, innovative new features and services, […]

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 […]