Act! Tips: Rolling Dynamic Groups.

In June, we covered the Groups and the Groups tab, and now we’ll be looking at Dynamic Groups, which use Advanced Queries that we discussed last month. Watch Now..

Act! Tips: Lookup beats Scrolling!

Over the years we have seen many Act users scrolling through a List View to find a particular record. Once you learn to use the Act Lookup you will save a lot of time

Act! Tips: Multi-Select Fields.

Multi-Select field capability is a terrific way to streamline your Act system to enter and retrieve data. It also helps you get the most out of Marketing Automation.

Act! Tips: List View Filters.

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!