Comments for CRM & Tech for The Small Business

Comment on Video Tutorial: Creating a Custom Folder Hot Link Field in Act! 2005 and Up… by Christine

Christine — Wed, 19 Jan 2011 15:34:58 +0000

Thanks a lot the amazing tutorial. It saved me a heck of a lot of grief!! Seriously, thank you!!

Comment on Contact Groups In Act! CRM: What’s the Scoop with Sub-Groups? by mscott906

mscott906 — Fri, 15 Jan 2010 19:10:52 +0000

Tom – Thanks for the great reminder! One of the things that really seperates Act! CRM from the pack is the massive library of great ‘snap-in’ products that are available for the system. So often, if there is a certain thing that you want that Act! doesn’t do just right on its own, one of these vendors has created a solution.

Comment on Contact Groups In Act! CRM: What’s the Scoop with Sub-Groups? by Tom

Tom — Mon, 04 Jan 2010 21:50:35 +0000

I have a client who needed just this functionality. Not having the sub-groups “roll up” is indeed a shortcoming. Exponenciel, a Quebec-based firm, offers a 3rd party add-on that will roll-up subgroups and perform a lookup to create a composite. Something that Sage should strongly consider.

Comment on Access Your Files from Anywhere – Free! by M Scott

M Scott — Wed, 30 Sep 2009 22:13:48 +0000

Absolutely – it allows automatic data sync, but to sweeten the pot is the ability to easily establish a secure remote connection to the devices in your ‘mesh’.