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ACT! 2010 – 3-Tips-in-20 Series

Here’s a quick sprint through three ACT! 2010 features and shortcuts to simpilfy your day:ACT! 2010 Tips in Twenty Seconds.

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, … [Continue reading "ACT! 2010 – 3-Tips-in-20 Series"]

I didn’t know I could do that with ACT!

ACT! contact management software was introduced over 20 years ago.  Although originally designed as the simplest of tools, ACT! has evolved considerably over the last few years. The changes in ACT! have been so significant, in fact, that it’s often lumped into the CRM category (erroneously, but we’ll get to that).  Unlike enterprise-level applications, ACT! is contact-centric, with a focus  on managing and maintaining interactions with individuals.

The current version of ACT! (2009, v 11.1) supports pipeline management, account-level management, manages relationships between contact records, and even has modest workflow capabilties.  While … [Continue reading "I didn’t know I could do that with ACT!"]