About: Jon Klubnik

This fast-paced webinar will cover lookups, queries, advanced queries, global search, advanced lookups, lookups by example, dynamic groups, and tweaking the contact list. You will never feel more confident in your quest for true love with Act CRM. Speed Dating with Act! Webinar - Finding your Stuff in Act! CRM Tuesday, Sep 25, 2018 10:00…

Using ACT does not and should not take up a tremendous amount of time for your sales team.  When we design most databases for sales teams, we shoot for 6-10 bits of information entered every single time.  If it’s not in ACT, it didn’t happen should be your mantra. https://youtu.be/u0kHMBh62qc

Join us for the latest informative webinars: Developing a Company-Wide Strategy around Act! Thursday, March 22nd @10am CST Register Here Turning the Ship – Getting Your Entire Company to Participate in Your Act! CRM Strategy Thursday, April 5th @10am CST Register Here Crawl – Walk – Run – Gaining Momentum in your Act! CRM Strategy…

Something new I learned today. Email preferences for APFW are set within Outlook not ACT. Basically in Outlook, File, Options, Addins Select ACT Outlook Addin Select Add-In Options at the top This will bring up ACT premium web history options. here you can select the default. Here is a video describing how https://www.screencast.com/t/Yd7bAqWg

Let’s say you have decided to hire a summer intern to help you with your database and with sales, but let’s also say that your databases is rather sensitive and you want to make sure your new assistant doesn’t contact the wrong person by mistake.  One way to address this issue is to may your…

By Default, when ACT shares the database supplemental files folders, they are save on an unhidden Share available to Everyone on the network.  This short article will document how to secure on a network for companies with security or compliance (For example HIPPA) concerns. Create hidden share using windows share Open ACT! as administrator Share…

Act! has the ability to calculate fields based upon the values in other fields. You can either calculate based upon a number field type or a date field.  For example, with a date field you can calculate the number of days until a closing date for a loan for the number of years since an…

Did you know that you can save your ACT! Query to use again later?  The easiest thing to do is create an advanced query (Lookup, Advanced, Advanced Query) once this query is created, you can save and next time just open from advanced query.  You can also open a saved Query from a Group Criteria.…

Did you know that Act! can push any list to excel?  That's right, the contact list, Opportunity list, Group List, Company List, Task List, and beginning in version 17.1, the History list can all be exported to excel.  Once the data is in excel, you can use the data menu in excel to manipulate and…

The first step for Act! users is getting the data in effectively. Use history (CTRL-H), not notes. Why ? Notes don’t allow Act! to do all the analysis. But a history classifies entries as “Call Completed”, “Meeting Held” or “On-Site Presentation”. Then, the report tools count history entries by type, date, sales rep etc. In…

Quotewerks has a built in contact manager, but it really isn’t a CRM like Act.  We suggest using a Contact management tool like ACT rather than just the built in Rol-A Dex that comes with Quotewerks.  Here’s why. A CRM is going to provide buckets or holding area for a variety of bits of information…

Specific issues with the Citrix receiver (and other applications) can sometimes occur when bringing a computer out of sleep or hibernation.  It is not uncommon for various programs to not properly start or fully start after awakening from this low power state.  This article is designed to help increase the frequency of recovering from sleep/hibernation.…

Tandem Named Top 10 Worldwide Quotewerks Partner For the second year in a row, Tandem has been named to the Top 10 .  We love working with Quotewerks and are honored by this recognition. “Congratulations on being named a Top QuoteWerks Worldwide Partner in 2015!  As a token of our sincere appreciation for your hard…

We moved a few of our internal machines to Win 10 shortly after it’s release date. Although it can be made to work,  there are currently some issues requiring workarounds that my cause difficulties for some users. Our current recommendation is to wait on Windows 10 until an ACT Service patch becomes available.  We hope…

Drop Box, Google Drive and More, Oh No Drop Box and other file sync/Backup utilities are all the rage.  They allow you to back up key files to the cloud and use them on multiple computers. You can even view your files on your smartphone. However, these utilities are best used for flat files only. …

The ID/Status field is an example of a field in ACT that can be used to categorize different contacts in a database.  This is a much better practice than creating a lot of different databases.  The field type is called a multi select drop box.  This just means that you can select more than one…

Customizing the ACT Toolbar Open Act, right-click on the ACT toolbar, and select "Customize..." When the "Customize Menus and Toolbars" window opens, click on the "Custom Commands" tab Click the "New" button, enter "QuoteWerks" for both the command name and the tooltip text Click on the "Browse" button, and browse to the location of your…