Using ACT! CRM to Track Customer Service Events

When asked if Sage ACT!1 can support time-tracking, tech support incidents, or case management, depending on requirements, the answer is either “absolutely” or “kinda sorta.” Using ACT! with some minimal addons is one way to make sure your small business crm software provides a great ROI. Comprehensive support management can be integrated into ACT! using an external program such as Tele-Support HelpDesk (this is great if your tech support people […]

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Exponenciel saves the day

We’re busy. We don’t need no extra steenkin’ mouse clicks. When Sage added full synchronization between Sage ACT!  2011 and Outlook they added “Appointment” as History value. Because Outlook uses “Appointment”, now ACT! must also include the term in order to share data. Although we love our ACT! CRM software, “Appointment” now appears first on the history list, and this has been fiercely annoying to long-time ACT! users who expect […]

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