PC Magazine just finished their review of the latest version of Act! – Act! 2011 – and served up an Editor’s Choice Award for the second year running… Continue reading
Accomplishing more in less time is what we are all looking for…
Act! 2010 CRM leads the field for usability as per standards designed at Digital Equipment Corporation.
Ever since company records first appeared in Act! in 2004 with the release of Act! CRM 2005, there’s been some question as to how data is exchanged between contacts and companies.
Storing good data in our CRM systems is what success is all about. Sometimes finding it is another matter! That’s where a good keyword search tool can make all the difference.
Continuing our conversation about groups in Act!, let’s chat a bit about groups and subgroups – and how they relate to each other – or not.
As the resident ‘techie’ at Winnovative, I field questions regarding the use of groups in Act! CRM software with some regularity, so I thought I would kick off a series of short articles that share potential workarounds and best practice surrounding the use of groups in Act!. Continue reading
Being that it has been more than 2 months since we have had an Act! specific topic – I thought it was about time!
We do a fair amount of training for companies that know that training is an absolute key ingredient in keeping their people happy, productive, and up-to-date. One of the tidbits we share about Act! that is consistently an ‘uknown’ (but greatly appreciated) is the ability to save a web page to a contact record.
If you have been a long time user of Act!, perhaps even if not, it may not be clear to you what a “company record” is.
So here’s the skinny…. (and why it matters!) Continue reading
Act! has offered a relatively high level of customization for many years - businesses have long been able to create custom Word templates for merge documents, custom reports, and even create custom fields in their databases. Starting with Act! 2005 an additional level of customization became available.
Continuing our discussion of some of our favorite little-known Act! tricks, here are three good ones that are web and email related. Try them out and make your day better!
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