Recent Posts by Jon Klubnik

FINDING YOUR STUFF IN ACT! CRM – SPEED DATING WITH ACT! WEBINAR

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…
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Setting email Preferences in ACT for Web

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
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Making Your Customer List Private in ACT! CRM

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…
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Making your ACT Database a hidden share on your network.

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…
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Calculating the age of an ACT Contact.

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…
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Saving an AC T! Query for Later

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.…
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Using the History List for a simple Act! Report

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…
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Download Trial Version Of ACT

If you are a looking for the download links for ACT software. Here they are. Download Page for Act! Premium or for Pro Download Page for ACT Pro If you want to test the latest version of Act! before you purchase, check out our demo site at http://GoTryAct.com
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How Act! works with Quotewerks

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…
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Special issues with Citrix Receiver following computer hibernation/sleep

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.…
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Get Act! AddOns with a Hosted Database

Would you like to use your Act! AddOns and still have your Act! Database Hosted?  Check out all of your AddOn options for Virtual Desktop Hosting at the AddOn Store! Email support@cloudtopoffice.com or call 866-710-4228 for more information.
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Tandem Named Top 10 Worldwide Quotewerks Partner

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…
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Windows 10 and ACT… wait for it….

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…
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Drop Box, Google Drive and More, Oh No

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. …
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Categorizing your contacts in Act!

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…
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Customizing the ACT Toolbar

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…
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Happy New Year

Happy New Year greetings from all of us at Tandem CloudTop. Have a successful and prosperous year.Looking forward to working with you this year.
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