About: Jon Klubnik

Recent Posts by Jon Klubnik

Printing from Template

Question: I cannot go from a contact to a template for a document to print a label.  How do I connect the two? Answer: Labels and envelopes are accessible from File - Print, rather than the reports menu.   
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Printing Labels for Contacts in a Group

Question: When I attempt to print labels for a single group, I get labels for all contacts.  Advice appreciated, please. Answer: I'm assuming you want to print labels for all contacts in a group.  (Not group labels) Select the group, then under the groups menu, choose create Lookup.  This will give you a lookup of…
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Importing Contacts into a Group

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 sales people have to manually go through and sort them out into the groups they…
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Getting to your ACT! while out of the office

ACT! for Web –ACT! for Web (APFW) is easily accessible via the Internet Explorer web browser. Although it lacks some of the marketing and administrative features of the full desktop product, it is easiest to deploy and access and is many times a good solution for sales professionals seeking a shared company database. There is…
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What’s New IN ACT 2011 – Coming soon!

New features in Sage ACT! Premium 2011 Quick Database Sage ACT! Premium 2011 includes new and improved features for working with contacts, groups, companies, and opportunities. Creation for New Users When you open Sage ACT! Premium, you are asked if you want to create a database or open an existing database. This page assists new…
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Customizing the ACT! Toolbars

Question: There are many ICONS for various functions on the top bar of the Main Contact Page. I only use three or four of these and want to remove the rest to make things simplier. How do I do so? Answer: Depending on your version of ACT, it may or may not be possible. In…
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Missing the ACT! 2010 Relationships Tab

Question: I was reading through some posts recently and thought I would check out the use of the relationship tab.  Lo and behold, I didn't see one on my system. So, my question is how do I get it back? Answer!! Relationship tab is available in ACT version 2010.  GO to Tools, design Layouts, Contact…
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Customizing the Contact List and Exporting to Excel

In this short video, we will demonstrate how to customize the ACT! by Sage Contact list and export data to Excel.  In the past you needed to go through a complex wizzard to export data to a text file and then open in another application. ACT! by Sage now allows direct export from the Contact…
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The ACT! Bucket List

Fields you capture on every call. Basic info about clients and potential clients go into ACT. We then create a dynamic group in ACT! such that quickly finding contacts of a particular category is very simple
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Adding Contacts to a Group and Keeping a history

If you want to keep a record of when a contact is added to a group, consider this. ACT has 2 types of groups, static and dynamic. You are using static (the legacy type from ACT 6.0). Bascially you add someone to a group and they just stay there until you take them out. IN…
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Exporting to excel

One of the great new features in ACT is the ability to get your data to Microsoft Excel from almost any list. You can export to excel from the Contact, Group, and Opportunity, Task and Company lists. Here is how.  
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Microsoft Office Training

Tandem Training offers expert Consulting and Training services in Microsoft Office, MS Project, ACT! and other End user Applications both in our classroom or in your office. We are based in Houston, TX but specialize in traveling around Southeast Texas to provide Training and Consulting services AT YOUR LOCATION or OURS. Tandem's Custom Onsite Computer…
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