While our home here at Inside Small Biz CRM has served us well for several years, we have moved to a simplified domain name: CRMSuccessPlans.com
This new site serves as a location for both our blog and our website, making it easier for you to get the information you need about ACT! CRM and all of the great small business software and technologies we help our customers with.
We will leave this site online for the foreseeable future, but will not be adding any new content.
Disclaimer: This post talks about installing and using a tool that is not the creation of Winnovative Technology Consulting. You are assuming full responsbility should you choose to use this tool. As always, be big, be smart, and use your own discretion.
One of the things that came to the fore with the introduction of ACT! 2011 this past year, is how ACT! always defaults to a history type of “Call”… Or at least until it did until 2011. Starting with that version, the new default became “Appointment”. If you want to know why – and better yet! – a way to “fix” this, read on… Continue reading
On of the great features of ACT! CRM is its deep integration with Microsoft applications: Attach web page to a contact from Internet Explorer; send email from Outlook and have it saved automatically in your ACT! database; one-click exports and reports to Excel, and document merges to Microsoft Word.
It’s this last feature we want to talk about in this article.
This is a more advanced tutorial that will walk you through the steps to create a new field in your Act! database (versions 2005 and newer) that will act as a “hot link” to any folder on your PC or network. Continue reading
The Act! CRM system offers numerous data types to help you track your data in the best way, including links between records, web sites, email and memo fields.
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
