We often get calls about “missing data” that is often just a filter problem
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.
Act! Tips: Data Cleanup
For May we are starting a series of short videos to help you clean up your data.
Act! Web Access Training.
Our April Video will be a series of navigation tips particularly useful for users familiar with the desktop version. We would certainly like your feedback or any ideas you have for subjects to cover or different ways to present the solution.
Act! Activity to Calendar Training
This months video is about creating Activities in the Act! Calendar to help you streamline your actions towards success! We would certainly like your feedback on the videos or any ideas you have for subjects to cover.
Navigating Act! Calendars
We are trying something new this month as we noted in last month’s newsletter. We created a YouTube video regarding the Act! Calendar instead of using screen shots and text for our tips. We would certainly like your feedback or any ideas you have for subjects to cover or different ways to present the solution
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! 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.
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.
