The Opportunity Table is incredibly important for growing your Company, and is often what the CEO will be relying on to steer the Company.
Manage Users is an essential component of any Act! database, especially for growing or larger companies It gives you the ability decide who gets access to what data and what they will allowed to do with the data.
Today we will be showing a video on updating your current Act database. Before anything else, it’s important to know that this is a video on updating the Client server (Desktop) version of ACT, not the Web (Browser) version. If your database is being hosted by ACT or another provider, you will need to contact them to get details on when they will be updating your ACT software. If you are not sure who is hosting your master just give Kenbar a call.
Act! Calendar Views & Settings are found in Tools/Preferences in the main toolbar. It lets customers easily make changes to match the way their business operates.
Act has a very unique method of accommodating the various elements of how a customer wants to be addressed. It is a great capability, and it can be easily enhanced to accommodate every type of business.
Due to a technical issue the June video stopped working. The issues have been fixed and the video can be seen by clicking here. We chose the Contact Detail layout to discuss all the types of Tabs, however they are used in many other modules throughout Act. Our July Video covers why the sequence of the tabs is important.
The most unique feature of Act! over the many years is the detail layout, with a series of tabs in a toolbar in the middle of the screen, which was introduced in Version 7 of Act!. That toolbar contains a series of tabs which allow the user to continue looking at the top half of the screen, where all the most pertinent information resides. This month’s video will focus on the types of tabs there are in the contact detail table.
You probably already know how to sort a List View in Act by clicking on a Column heading, However you may want to sort by multiple columns for a variety of reasons. There is a special Sort command to do just that.
The Secondary Contacts feature was introduced in Version 7 back in 2005. It can save you a lot of time and improve your efficiency
This month’s video focuses on creating new Custom Activities for your type of business. They are particularly useful in many different industries.
