Category Archive for "Tips and Tricks"

Reminiscing with Act! Webinar- Top 5 Reporting Tips for Looking Back at What You’ve Done

This Speed Dating with Act Webinar is fast-paced and will cover 5 useful tips for reporting in Act! You will learn techniques to find out what your company has been doing well and what you need to work on. Or just to remember the good times. Reminiscing with Act! - Top 5 Reporting Tips for…

Speed Dating with Act! Webinar – Valentines Edition – 7 Things to Enter After Every Phone Call

Register for Speed Dating with Act - Valentines Edition Webinar Tuesday February 12 @ 10am CST Speed Dating with Act Webinar is back in time for Valentines Day. This fast-paced webinar will cover what information you should ask for and enter into Act! after every phone conversation with your client or with your Sweet Valentine.…

Moving an ACT database to another machine when there is no backup

Moving an ACT database to another machine When you are forced to move ACT from one machine to another and do not have a recent backup, you can just move the files over. STEP 1: If the old machine is still operating, you will need to stop sql before you move the files. IF ACT…

Work Smart with SAGE ACT! Smart Tasks

A Smart task is a sequence of steps that are linked, such as in a workflow, to perform tasks or actions for either contacts or opportunities. Examples of tasks include sending emails to follow-up with a contact, email birthday greetings or a reminder email to upgrade software. The sequence of linked steps is organized using…

ACT!’s Handy Dandy Notepad

ACT!’s Handy Dandy Notepad One of the new Sage ACT! 2012 features that has made life a lot easier is the Sage ACT! Scratchpad. This new feature has allowed me to keep a list of tasks that I need to do. Tasks can be both personal and work related. It is very convenient since…

How To Create, Manage, and Add Contacts to Groups in ACT!

How To Create, Manage, and Add Contacts to Groups in ACT! Answer ID 12864 | Published 07/02/2005 09:18 AM | Updated 04/26/2012 09:33 AM You would like to know how to create and manage groups and subgroups in ACT!. Introduction Groups provide a way to categorize and organize contacts along with helping to manage relationships…

Get your ACT together with Smart Tasks

Get your ACT together with Smart Tasks Each month I have list of tasks to do, for example touching base with new customers after a month of service. However, whenever I get busy some of the tasks get forgotten. With the recently improved ACT! Smart Tasks feature it like having an assistant to help you…

Emails Strategies that get Results

Emails Strategies that get Results Originally published on the Swiftpage Marketing Blog.As switpage user , I learnt I have less than a minute to capture the attention of the recipient and get them to engage. It takes 15 – 30 seconds for a recipient to engage, get the point and know what to do. Below…

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,…

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?…

Create a Custom Lookup and Add to a toolbar

Create a Custom Lookup and Add to a toolbar Question: I have a lookup I like, can I Save it and create a button, to access it faster? Answer: Create a Custom Lookup and Add to a toolbar. Here is how..

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…

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.

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…

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…

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…

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…

Lookups in ACT! Finding your contacts when you need them.

In this short video, we will go over finding contacts in ACT and the three of the primary ways to do a lookup.

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…

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

Category Archives: Tips and Tricks