3 Ways to get personal with Act!
When Act! reached out looking for guest blog entries, we were up for the writing. We love providing tips & tricks to help you get the most out of your Act!. Check out the latest Act! blog, by yours truly -…
Act! DPI Fix
The internet gives us so many amazing things: adorable kitten videos, snarky memes, and a FIX that really works to the large DPI issue with Act!! Thanks to ADS Programming Services and Stan Smith for digging up this little nugget and sharing.…
Using Links to control Act! file size
There are some really great features in the latest version of act! – act! v17. We love when a feature helps change the way users work, and solve an issue.
Would you say an act! database that’s 238GB, and 230 of that is in attachments is crazy? We have one of those. Well, a client has one of those. The client wanted to deploy remote databases, so their users had act! on their laptops that would sync back to the main database. It was a no go. The database files were just way too big with all those attachments.
If you use your database the way we preach, it’s your one-stop shop for anything and everything customers and prospects. In our database, you’ll find not only History and Activities, but proposals, signed contracts and other important documents. Those documents can add up!
5 Easy Steps to keeping your CRM clean
Imagine asking your sales team clean up your CRM data. You probably envision people running from a burning building, taking cover under their desks, or having a sudden case of phone signal loss. It doesn’t have to be that way.
There are steps you and your sales team can take every day to minimize the pain of data clean up. It’ll seem a bit more like sitting on the beach sipping a cocktail than a chore. OK, maybe that’s our day dream and it won’t be quite like that. But, it won’t be met with running and hiding either.
LinkedIn in Act!
We've all heard it, "it's about who you know". Some might say that your "who you know" can be tallied up by your connections on LinkedIn. If you use act!, and you use LinkedIn, we can make your process a…
Hone your act! skills with Essential Act!
Are you and your act! users in shape? Of course, we don't mean literally. To stay marathon ready, you continue to train. If you want to be a good rider, you work with a trainer. You keep your skills sharp,…
Act! on the Surface Pro 3
Ya know how we know that the Microsoft Surface Pro 3 is a hot new device? Because we get support calls about getting act! to work on it just about daily. Santa did bring one to our house this Christmas, so we’ve been able to play a bit, and grab a few screen shots to help you Surface Pro 3 users get your act! together. (Insert cheesy comedy drums here a la buh dum dum.)
The Surface Pro 3 touts itself as the tablet that can replace your laptop. Well, maybe. It is fast, with it’s Windows 8.1. That’s one thing to consider when setting up your act! on the device. Can your version of act! run on Windows 8.1. You do need act! 2013 or newer. (Don’t have a version that new? We’re happy to help with upgrades!) Installing act! on the Surface Pro 3 isn’t so much the issue. The calls we get are about the dialog boxes, field labels and anything else font related being, well. . . screwy. Let’s look at why and how to work around that.
Easier on the eyes
After you stare at a screen of hundreds of Contacts, or years of Histories for about 8 hours, your eyes can go a little blurry. Does anyone else remember the trick of a ruler on your graph paper to keep…
Act! Scheduler
Have you ever set an alarm to wake you up, but you still wake up every hour to check the time, just anticipating that the alarm won’t work? Yeah, me too. Just this weekend actually. When you rely on your database to manage your business, you’d probably sleep a bit more soundly knowing it’s backed up and well maintained. We have a way you can automate the process, AND have confirmation that things are working.
The Act! Scheduler is a program that runs independent of your core Act! program, that allows you to schedule your backups, maintenance, and if you are a remote users – synchronization. If you setup the E-mail Alerts, the scheduler sends confirmation your tasks ran, or notice if there was an issue. If you want the e-mail alerts, you’ll need your SMTP server name & account login information. Be sure to have that prior to setup. If unsure of that information, contact your e-mail hosting provider or IT support.
Act! E-mail Alerts
If you do want the e-mail alerts, for the peace of mind, set that portion up first.
- Click the Start button
A Virtual Assistant
Every sales course I’ve been through teaches a lot of the same concepts, just packaged slightly differently. One of the things they teach is – stay in touch. There are formulas that justify how many times you should “touch” your…