Act! Tips: Group Hierarchy.

The idea for the June Video came from a training session we did recently. We are focusing on the tremendous flexibility Act has in the Groups Table. Act is the only CRM that has a Module like this.

View Multiple Screens At The Same Time In Act!

An original feature of the desktop version of Act has been revamped and dramatically improved for the web access version of Act! There is now the capability to view multiple screens in Act at the same time with each one opened in a separate window!

Act! Fall release

Act! Fall release   This Fall Release introduces Act! CRM SaaS (Software as a Service). It will be totally web based with no need to install new versions again. You will be getting new features and changes regularly throughout the year and it costs less!!

Act! Tips: Web & Windows

Have you ever wanted to Sort a Lookup you just created by more than 1 field? Like Country then State and finally City? The Sort feature has been in Act for years but many users never heard of it.

Advanced Lookup Features in ACT!

Look-ups are a unique feature of Act not found in other CRM’s. There is a particularly useful dozen you will find that all start with the word “Any” followed by fields that appear multiple times in the Contact table like Phone, Email, Address etc.

New Support Options Beginning October 1st!

You may or may not have received an email from Act! about upcoming support options beginning October 1st!  Act has created training resources for all users to access as well as many support tier options! All subscribers on our support tier contracts will continue to be able to contact us by phone to troubleshoot problems with Act! performance or features. For Standard support plan customers, any requests for ‘how to’ guidance in the use of Act! will be directed to the relevant Guides/Video Tutorials, Knowledgebase articles, Act! Community, Online Support Portal and Web Chat options or other self service online resource! Act! has also created and provided many resources for customers…

Save Time and Steps With The Lookup Previous Shortcut!

This month’s Act Tip focuses on the “Previous Lookup” capability! This feature saves the last 9 look ups of the Contact Table from almost all Act screens.

Create a “dynamic group” to easily find incomplete contact records.

Create a dynamic group for staff members to easily find and fix incomplete contact records before important mailings. Create View Groups. Click Groups, New Group. Click Groups, Add/Remove Groups. Add the following criteria paying special attention to the “parenthesis” and “OR” commands. Users can select the group and create a lookup to quickly find and edit the relevant contact records.

Use the activity “roll over” feature to make sure uncompleted activities don’t fall through the cracks.

Set the “roll over” option on phone calls, to-dos, and other custom activities so uncompleted activities are always on today’s calendar. Click Tools, Preferences, select the Calendar & Activities tab. Click the Activity Preferences button. Select the appropriate activity type and click the “Automatically roll over to today” checkbox. Click OK.

Pressing “F4” displays a 3 month mini-calendar.

Pressing “F4” displays a 3 month mini-calendar. Right mouse clicking a date displays the activities for that date. You can also click and drag activities and drop them on another date to easily reschedule them.