CRM, sales and marketing Insights by Lindsay Garrison
Software tech support can be an utterly frustrating experience – on both sides of the phone line. Keep these tips in mind when you call, chat with, or email a help desk or software publisher for help: Can you resolve it yourself? Have you restarted the application or your computer? This often resolves issues caused by low resources or software conflicts. It’s a good first step. There might be a [...]
Think about the holiday season just past, and your holiday travels. Did your experience bring to mind, “Over the river and through the woods, to grandmother’s house . . . tra la, tra la?” Or did you have a meltdown because you got snowed in at Terminal C and the number you needed for The Big Deal was back in the office? Do you really need another reason to justify [...]
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 [...]
Here’s a quick sprint through three ACT! 2010 features and shortcuts to simpilfy your day: Mini-Calendar: No matter which screen you are in ACT! 2010 press F4 to view the mini calendar and see three months in one view. Lookup in a field: Cut down on mouse clicks by right-clicking in a field. Then perform the Lookup as usual. Start up view: OK, there aren’t a wealth of choices, but [...]
