About: Jon Klubnik

Recent Posts by Jon Klubnik

A lot like an Outpost on the moon

A Lot like an Outpost on the Moon - Mobile Worker, Remote Worker, Branch Office, Remote Office They sound like a lot of similar terms but as America is continuingly leaving the cubicle and hitting the road, we have seen new categories of road warriors. The Mobile Worker or Road Warrior – This person spends…
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Sharing an ACT! Database

Sharing an ACT! Database You have just created an ACT! database and everything has been going great!   But now you’ve added a second user and this popped up: Don’t worry, it just means that you have to share the supplemental files (layouts, reports, etc.) with the other users.  All you have to do is click…
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When does a Hosted Model Make sense?

Deciding if hosting  is the best choice for your company is a critical task.  The checklist below is designed to assist companies like yours to make the best choice by highlighting some of the key factors involved.  Depending on your requirements or resources, this checklist will help determine if hosting makes sense. Check the appropriate…
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How to Create a Document Template in ACT!

How to Create a Document Template in ACT! Something that ACT! does better than almost any other program I've seen is allow you to send out preformatted letters to your contacts. These can be a response to an inquiry for information, a corporate resume or a status update on a project. What ever your use,…
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Introducing Sage ACT!2013-Coming Sept 2012

Introducing Sage ACT!2013–Coming Sept 2012 Celebrating 25 years of serving the Contact and Customer Management needs for small businesses and sales teams, Sage ACT! 2013 delivers contemporary new features and enhancements that help you leverage the latest trends in mobility, social media, and e-marketing to propel your sales and marketing success. With Sage ACT! Premium…
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Backing up ACT with the ACT Scheduler

Hardly a week goes by where we don't get a call with a really sad story. 1) my hard drive crashed 2) I accidentally deleted my database 3) someone broke into our offices and stole our computers 4) I was trying to do something and all my data is gone… Can you get it back?…
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A Road Warriors Dream….

As the workforce becomes more and more mobile. The question is how to get to your data when you are away. There are also a lot of different new technologies entering the workplace, Smartphones, tablets and cloud computing are becoming more and more mainstream. Bill is a 26 year sales veteran of the Food service…
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Doing nothing isn’t free

I hear it every day. We are just going to stay put for a while. We are just going to see what happens We are going to see how we do on our own…. Dr. Phil probably said it best…. How is that working for you? Many times we assume the cost of doing nothing…
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Sage Whitepapers

ACT Citrix Deployment Whitepaper ACT verses Freeware Architecture Customization and Integration Choice Between Contact Management or CRM Citrix Hosting (One Page) Keys to a Successful_Deployment ACT Integration with Microsoft_Office Sage ACT! Reporting and Data Access Methods Sage Business Info Services ACT! Database Scalability Sage ACT! Synchronization Architecture ACT! Remote Access Options - Thin Client; Sync;…
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Feedback from our Customers

Feedback from our Customer We received the following letter from our of our clients the other day. "Before contacting Tandem to host our sales team’s systems, each of our sales reps had access to only his or her personal data on their local computers. Tandem has allowed us to share our customer’s data internally as…
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Heading to the Cloud

More and more we are seeing companies doing more with less... And they are using technology to do it. Whether it is a downsized our outsourced IT department, a geographically dispersed team of home workers, road warriors or just different offices, more and more teams are looking to a cloud based solution. Another trend we…
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Setting up an IPAD to use Citrix

One of the benefits of our Citrix Hosted solution is the ability to go from Laptop to Desktop to IPAD with the same session and without needing to reload any of your programs or sync your data. Here are the simple steps needed to setup an IPAD or IPAD 2 to utilize our Citrix Cloud. …
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ACT and QuoteWerks Hosting

We use Quotewerks internally and have been greatly impressed with the quality of the product and the excellent support Aspire Technology provides.  QuoteWerks pulls ACT! contact information into the quote When you select the ACT! contact to use in the quote, our innovative DataLink feature can automatically pull other  information from ACT! into the quote…
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Benefits of a Citrix Based Solution

In addition to being able to use the full ACT! Desktop Client in a Cloud based environment, Hosting ACT over Citrix brings us additional benefits such as. Access from anywhere All you need is an internet connection Convenience Get to your stuff from anywhere Reduced IT Costs Many Companies have reduced their IT costs by…
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Why We Chose Citrix

Studies show that Citrix operates three to four times faster than Microsoft Terminal Services. Many factors contribute to Citrix's greater efficiency. Citrix's applications work and appear as local applications with an icon on your desktop. Microsoft Terminal Services demand that you login to a remote desktop—amounting to three or four mouse clicks before you are…
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ACT! and the Ipad

ACT! and the Ipad The Ipad is fast becoming a serious business tool. It's ease of use and open face format make the IPAD the perfect demonstration device. Whether you are taking a loan application with a client, or just if you need your business information at your fingertips. Our Hosted Citrix services allows you…
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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…
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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…
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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…
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