ACT! has a flaw (in my opinion) that baffles me and reminds me that it was designed by software engineers and not salespeople. If you need to schedule an activity for 151 or more contacts in ACT!, it cannot be done. ACT! limits you to scheduling to groups of 150 or less. ACT! 6.0 didn’t [...]
Archive for October, 2008
The ACT! 150
Posted in ACT! Software Tips on October 28, 2008 | Leave a Comment »
ACT Tip: Viewing Your Schedule in ACT
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on October 24, 2008 | 2 Comments »
ACT offers four main ways to view your schedule: the daily, weekly and monthly calendars, and the task list. You can filter the type of activities you want to see on the calendars and the task list. I use my calendars to view my meetings and my task list to view just my phone calls. I never use [...]
ACT’s Tabs: Change the Color and Font
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on October 24, 2008 | 6 Comments »
ACT uses tabs to access certain types of information (such as notes and activities), and by default ACT makes the text black and the background white on these tabs. I often suggest that my clients change the colors so that it’s easier to recognize which tab is selected simply by observing the background color. Here [...]
A Case Study: I want to be your ACT! Technical Sales Manager
Posted in ACT! Software Tips, tagged ACT!, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! 6.0, ACT! Software Tips, ACT! Software Training, Tony Holowitz on October 23, 2008 | Leave a Comment »
This weeks ACT tip is a combination of things: a few ideas, some observations and my comments about one of my clients and how I plan to help them. I have a client whose first name is Bill. Bill is a long time ACT user and owns a very successful business in the Greater Boston [...]
ACT!: One Database or Two?
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on October 21, 2008 | Leave a Comment »
Last week, I had a client call me because they wanted to create a new ACT! database specifically to keep track of consultants in their industry. My first reaction and question was “Why a separate database?” My experience has been that for everything you gain by keeping things in a separate database, you lose something [...]
