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.

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.