published on February 3rd 2017
Use ACT Calculated fields to calculate the age of your contacts in ACT
Calculating the Age of your Contacts
Adding Contacts to a Group and Keeping a history
published on May 4th 2010
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…
Lookups in ACT! Finding your contacts when you need them.
published on January 6th 2010
In this short video, we will go over finding contacts in ACT and the three of the primary ways to do a lookup.
The ACT Bucket List
published on January 5th 2010
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