Using Excel with ACT!
Tuesday, July 30th at 9:30AM
Using Microsoft Excel with ACT!.
Are you an Excel guru? Even if just a rookie, many users benefit from understanding the ACT – Excel compatability. There are some tasks Excel can perform with your data even better than ACT!. Learn how to export and import all kinds of fields and data back and forth between these applications to make yourself a power user.
We saw this issue when installing Sage ACT! 2011 for a client on a Windows 7 machine earlier this week. The installer kept prompting that a reboot was pending and necessary to proceed.
After a reboot, the installer gave the same message. We went through many different hoops and troubleshooting, including deleting the registry values as outlined in this article: Sage Software Online Support Article
Nothing seemed to work, and no answer was available online. After many headaches, the solution turned out relatively simple; We needed to log in as the domain admin for his network and reboot.
So, a relatively rare issue, but if this happens to you, maybe you can go ahead and give it a shot! At least now an additional possible step is available on the net for this error.
Using the Web Info Tab
Tuesday, July 23rd at 9:30AM
The Web Info tab is an internal browser that lets you display Web pages specific to a contact or company.
The Web Info tab appears on the Contact and Company Detail views. ACT! comes with links to Web sites such as Google Maps, LinkedIn®, Yahoo!® Finance, and so on, but you also have the ability to add more. Attend this session for some free tips and tricks from Geoff on an often-overlooked feature!
PowerPivot Tuesday, July 16th at 9:30AM PowerPivot is a Microsoft add-on that can load massive amounts of data from virtually any source, process in seconds and model with powerful analytical capabilities. You can take your ACT data and perform very tough reporting and reference capabilities. Work with over a million rows of data in seconds […]
Swiftpage President and CEO H. John Oechsle talks about the new branding for Swiftpage, Act! and Saleslogix and some exciting changes for these businesses. Brand Update for Swiftpage, Act! and Saleslogix from Act! on Vimeo.
T3 Auto-Address: Address Verification
Tuesday, July 9th at 9:30AM
Automatically complete and correct missing contact fields in ACT with our custom address validation add-on!
T3 Auto-Address is our tool for detailed address verification within ACT!. Customer address information is verified against the US Postal Service’s National and Delivery Point Validation databases, through a back-end service called AccuMail. Using little more than a company name and city, you can complete the contact record with official US address, zip+4, even congressional districts and QR codes. All is customizable.
One rather minor issue we see from time to time is the Windows 8 prompt to fill out additional phone & modem info every time you launch ACT!. This appears to have no effect on ACT! performance, but it can be a nuisance to fill/close out each time. The consensus on this error is that […]
Finding & Deleting Duplicate Records
Tuesday, July 2nd at 9:30AM
Remove and expunge duplicate records from your database.
Learn some very easy methods to locate duplicate records and clean up your database. Allowing incomplete, fragmented, and duplicated records to hang around taking space is akin to not cleaning your fishtank, and the problems will follow soon after! Geoff will be coaching this webinar.