By
Marshall Knapp on August 28th, 2010
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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 new ACT! Knowledge Base Article (ACT! by … [Read more: Office 2010 & ACT!]
By
Greg Knapp on August 17th, 2010
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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 … [Read more: Sage ACT! 2011 – Smart Tasks Automate Processes]
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
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
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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 … [Read more: Getting Your ACT! Database “Holiday Ready”]
