CRM & Tech for The Small Business

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

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.

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