About: Jon Klubnik

Recent Posts by Jon Klubnik

Features in ACT! ACT Version 17

New Features in ACT! ACT Version 17 ACT Premium, Pro and Web versions Now sports a fresh new look throughout the product. New Welcome page, new icons, new layouts, and new integrated ACT Marketplace for ACT Add-on tools and enhanced ACT feature solutions. ACT Premium, Pro and Web versions Now allow Administrators to set and…
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ACT! v17 New Feature Spotlight–One Way Synchronization to Outlook

ACT! CRM Version 17 includes the ability to sync you ACT! contacts or calendar ONE-WAY to Outlook. There are a couple of reasons we have been waiting for this feature: First – One way sync is a quick and easy way to get your data to your smartphone or tablet. Second, Historically, it was necessary…
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ACT! v17 New Feature Spotlight; Emarketing Triggers for Smart Tasks

ACT! v17 New Feature Spotlight;  Emarketing Triggers for Smart Tasks Emarketing Triggers for Smart Tasks gives you the ability to launch Smart Tasks from Emarketing Results Emarketing Triggers for Smart Tasks - This means that your emarketing scores can actually interact with your Smart Tasks.  Call list scores, schedule activities, send out other emarketing messages,…
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Attaching Documents in ACT! CRM

The ability to attach a document to the ACT! record was added in version 7 (2005). Here are a few ways you can attach documents to ACT! records. The documents tab The notes tab - you can attach a document to a note On the History tab - individual histories can have documents attached. Security…
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You Tube Video–5 Tips for Consistent data entry in ACT! CRM

Here is a short video from one of our weekly webinars. The objective of the webinar is to the importance of consistent use of the program for users! Garbage in, Garbage out, Consistent data entry is pivotal principal for taking any CRM database from Rolodex to Business tool for the entire organization  
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Getting Web Form Responses into ACT!

We have a website where real estate attorneys can for free CLE classes.  The website then collects the contact information to be downloaded into Excel files.  Is there a way for this contact information to populate directly into ACT, without creating duplicates?  Any help would be appreciated. Answer: We use Web Response from Northwoods on…
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ACT is running but it doesn’t show up

ACT is running but it doesn't show up Answer: Use Alt + Tab to highlight and select the ACT icon Use Alt + Space to access the system menu (nothing visible is likely to happen). (if you can, select maximize here) Keep holding Alt and press the letter M for Move . Use Right, Left,…
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Importing from a text file into Groups in ACT!

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 salespeople have to manually go through and sort them out into the groups they…
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Upgrading ACT! while Keeping Remotes Synchronizing

We are running Premium 2010 with two remote users.  Will we have to recreate the remote databases when we upgrade  or will they just be able to continue syncing once they have installed the software? Answer: They should be able to continue syncing. However, due to changes in the way ACT handles sales opportunities (if…
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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…
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Dealing with Email from Remote Machines

Question : I am trying to weigh up either using premium in TS (remote desktop) or get premium for web. My problem is that users don’t always use the same machine and work from home. Now web might be the answer. But there are some questions -Can ACT Mail import PST files?? -Are users emails…
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Can I make Contacts read only?

1. I know ACT has a public and private setting for contacts, I need something in the middle. I would like to be able to select a contact, and make it “view only” for certain database users. They can see it in contacts, calendar etc., but they cannot make any modifications to it. Does this…
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Tracking Phone Calls in ACT!

How easy is ACT! to use in terms of tracking phone calls and generating reports specifically for a Call Center? Crystal is the best tool for call tracking.  There are crystal reports readers that can be had.  If you have ACT 2010, I"d use the OLDDB provider #2 and Crystal REports along with Crystal Clear…
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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…
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How to see all notes created this year.

How to see all notes created this year. The question we had today was how to create a report or view all notes created this year. There are three ways that this can be accomplished and I wanted next summarize those here and then I have created a short video that illustrates the process. The…
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Tip to find lost stuff in ACT!

Every once in a while it happens to each of us. It's been a few days, and we know we entered that call that note into ACT!, but we just can't find it. Although they are are a few ways that data can actually be missing (synchronization with Outlook, user error, sync with third-party software,…
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