This month we’ll be going over some aspects of the Companies tab in Act!, specifically the unique parts of the detail view that differ from other tabs like Groups or Contacts.

This month we’ll being running through a few quick shortcuts to keep in mind while using Act!. We’ve covered all these topics in more depth individually in previous blogs posts, but here we’ll bring them together in a short list of must know tips.

There have been some troubles with downloading the newest update for Act! at this time, so we thought we’d share the easiest ways to get around the problem.

Hi, this is Hayden with Kenbar Solutions, and today we’ll be looking at one of many Act! Add-ons, Duplicate Remover Expert. This Add-on was made by Patricia Egen Consulting, sold for $149, along with a wide variety of other Act! products and services. This add-on is bound to the computer you register it to, meaning it can work on any number of databases on that machine. As you will see in the video, this product has a lot of power. We recommend having one of PEC or Kenbar associates do this for you or get some training if you are going to be doing this often because of your companies…

This month we’ll be looking at managing and merging duplicate contacts in Act!. When working with the database, especially in large companies, you’re sure to come across duplicate contacts. Sometimes you may want a duplicate, like when a contact moves to a new company, and you’d like to keep the business history, but sometimes you don’t want duplicates. They can pile up, leading to clutter and confusion. Duplicates can occur in a number of ways. While it can be a user error, it can also be a scanning or importing error. For example, if you scan a stack of business cards to import to Act!, you may input duplicate contacts,…

Activities are a core part of Act! and changing settings to fit your needs is an easy way to improve your workflow. With the next part of our video tips on Activities, we look at all the options available when Scheduling an Activity.

Activities are a core part of Act! and changing settings to fit your needs is an easy way to improve your workflow, and Activity Series expands upon that. This video is a follow up to a video done last year, about Creating Custom Activity Types. Tailoring Activities to specific needs can benefit many different types of companies. You can find that post here.

Activities are a core part of the Act and changing settings to fit your needs is an easy way to improve your workflow. This video is a follow up to a video done last year, about Creating Custom Activity Types. Tailoring Activities is a huge benefit for many different types of companies. You can find it on our March 2022 blog.

The Relationship Tab in the Contacts Table is a very useful and unique tool. A Relationship in Act! links two contacts from your database and describes their connection, while also allowing quick navigation between those contacts.

The Opportunity Table is incredibly important for growing your Company, and is often what the CEO will be relying on to steer the Company.