CRM | Sales | Marketing Insights by Lindsay Garrison
Sage ACT! has a nifty feature that let’s you export a list to Microsoft Excel. Here’s how: Look up the contact records you want to export ACT! displays them in the list view Adjust the list’s columns to display only the fields you need to export Click the Export to Excel Icon on the List view toolbar. It’s that simple. Here’s a short video (1:30 minutes) that walks you through […]
A database is most effective if its design makes it simple to navigate and easy to use. Using the checkbox field in Sage ACT! is a great way to streamline design and usablity. We use checkboxes because they: simplify entry for true/false, yes/no conditions. organize information in a visually efficient manner. can be searched just like any other field . Here’s an example of how checkbox fields can be used: Why it’s […]
Merge before you Purge ACT! let’s you merge and remove duplicate records (must have Admin or Manager User Access). How do duplicate records occur? Duplicates can be created by imports or by syncing with another database. It’s also possible that someone inadvertently created the duplicate and they may have added Notes, Sales Opportunities, or Activities to that record. You want to merge all of the contact record information before you delete the duplicate. Step-by-step […]
A software glitch is annoying; it disrupts your work and throws your schedule out of whack. Tech support calls can be difficult to deal with when your nerves are already frazzled. So yourself a favor – right after you stop swearing at your computer, take a minute before the support call to prepare. Here’s a typical support call scenario: You: “I can’t send email from ACT!. I could yesterday, but […]