Category Archives: Tips and Tricks

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…

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.

What is the ACT Salutation Field For?

Don't get confused by the Salutation field!!!

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…