Greg Knapp
Marshall Knapp
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By Marshall Knapp on August 28th, 2010 If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!
 Previously on this blog we discussed that ACT! 2010 is not compatible with Office 2010. While still not fully supported with ACT! 2010, Office 2010 users do have some options (see next paragraph). This is good news for ACT! 2010 users but even better news is that Sage ACT! 2011 fully supports MS Office 2010 32-bit edition. For more information on Sage ACT! 2011, check out http://www.aspen-tech.com/SageACT2011.html.
This … [Read more: Office 2010 & ACT!]
By Greg Knapp on August 17th, 2010  Knowledgeable users of ACT! know that, when used correctly, you can get much more done with ACT! than without. The introduction of Smart Tasks in Sage ACT! 2011, gives us a break out tool that will unlevel the playing field.
For years our clients have been asking for a tool that would use logic to automate tasks. An example might be to automatically send a renewal email 45 days before the expiration of a service warranty contact. Or have ACT! automatically schedule a call when you haven’t touched a top client’s record in 60 days. Smart Tasks in Sage ACT! 2011 now does … [Read more: Sage ACT! 2011 – Smart Tasks Automate Processes]
By Marshall Knapp on July 30th, 2010  Sage ACT! 2011 has been announced and we are very happy to offer Sneak Previews for our clients and prospects so you can see what’s in store when you upgrade. Included in Sage ACT! 2011:
- Support for Microsoft Office 2010
- Smart Tasks (basically your own personal ACT! assistant)
- Sage Business Info (download leads from Hoover’s)
- Outlook Contact Sync
- Outlook Calendar Sync
To learn more or to sign-up for a Sneak Preview, check out AspenTech’s Sage ACT! … [Read more: Sage ACT! 2011]
By Marshall Knapp on June 30th, 2010  Hotfix 2 was recently released for ACT! 2010 SP1. This applies to ACT! by Sage 2010 SP1, ACT! Premium 2010 SP1, and ACT! Premium for Web 2010 SP1. There are a few key items fixed with this update:
New in Hot Fix 2
Area
Description
What the Fix Does
Contacts
In ACT! Premium for Web, heavily formatted notes cause script errors when creating new notes on the same contact.
Enables new notes to be added to a contact without generating script errors.
Microsoft® Outlook
Processing unhandled e-mail messages out of queue causes performance issues.
Enables the Outlook service to stop … [Read more: ACT! 2010 SP1 – Hotfix 2]
By Greg Knapp on March 6th, 2010 In the last month I’ve started using a tool that has revolutionized my ability to control information – and save me time. This is about finding a method to the madness of organizing all the other stuff in your business or personal life that you have to control. I’m talking about the articles you read online, blog posts, emails on topics of interest, hand written notes, photos, audio files, a Twitter post, research projects. You name it, the list never ends. … [Read more: Evernote – A Digital File Cabinet]
By Greg Knapp on December 31st, 2009 In years past, I’ve always focused narrowly on how to get more out of ACT! in the new year. For 2010 I’m going to focus on resolutions to make this new decade your best EVER! OK, so I might include an ACT! tip, but the goal is to reach out and be broader in our perspective and look at how we can improve our businesses. … [Read more: Top 10 New Year’s Resolutions For Your Business]
By Greg Knapp on November 5th, 2009 Last week I attended a two hour marketing workshop put on by one on my most enjoyable clients. Dorothy Twinney founded her new company Pandora Outside The Box Marketing to help organizations implement creative and effective marketing ideas that don’t cost an arm and a leg. Something that may ring true to many of you.
I took the time to work on my business and took away some great ideas. Dorothy opened the workshop by talking about using yourself as a marketing tool. Duh, how often do we truly think of ourselves as being our best marketing tool? OK, how many of you have reviewed your 30 second … [Read more: Marketing – We Have To Do It, So Enjoy!]
By Marshall Knapp on November 2nd, 2009 If you are planning to install ACT! 2010 on Windows XP, check for SP3 first to avoid a lot of grief. … [Read more: Installing ACT! 2010 on XP – MUST BE SP3]
By Marshall Knapp on October 29th, 2009 Whether you’re gearing up to send a special turkey day greeting, a holiday card, or an email to ring in the New Year, it’s important to use your ACT! database as a great resource to make this much easier and save you time.
First, do you have a way of identifying which contacts in your database should receive your greeting? If not, that’s the first step. A good way of doing this is with a “Greetings” field in your ACT! database that has a multi-select dropdown. Here’s a step-by-step on how to set that up:
1) Make sure you are logged into your … [Read more: Getting Your ACT! Database “Holiday Ready”]
By Greg Knapp on October 11th, 2009 Are you underutilizing your ACT! or other CRM system? If so, you have the equivalent of a Porsche and you are driving it like your grandmother would. A well designed and implemented ACT! system will go a long ways to meeting the sales challenges being faced today and delivering a solid ROI for any investment. … [Read more: ACT! like you have a Porsche]
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