Author: stephen

[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]

With Sage ACT! 2012, learning about, trying, and using Sage Connected Services for ACT! are easier than ever. The new Connections page provides access to powerful subscription-based sales and marketing services, desktop applications, and web-based productivity tools. Now you can more easily use and maintain each of these services from a single view. Here’s how!

Accessing Connected Services

1. From within Sage ACT!, click Connections. The Connections page is displayed.

2. Several services are available. From this view, you can:

• Click Trial, Sign Up Now, or Set Up Now links to use trial versions or set up a service.
• Click Learn More links to see details of the service or tool.

3. After a service has been set-up, the various links update, and provide new options:

• The Trial/Sign-up links are replaced with Manage Account or Configure Settings links, which enable you to modify settings for that service.
• Click Feature Help to open the Sage ACT! Help files for that service, or Contact Support to open the support resources page on www.act.com.
• Click Open links to open the service and begin using it.
• Click Synchronize Now to initiate sync for certain services.

Begin exploring these useful services today by signing up for a free trial! In the coming weeks, additional tips will focus on how to set up each of these services to maximize your prospecting, marketing and sales efforts.

[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]

Sage ACT! includes many ways to find data. If you’re looking for one simple tool for locating nearly anything in Sage ACT!, then look no further. Universal Search is a faster, more expansive search option that gets you to that key document or piece of information you need in your notes, history, and even attachments. You can enter a word, or multiple words, along with special characters and operators, to help you find information in Sage ACT!. In this tip, you’ll learn how to quickly execute a search, and filter the results to pin-point the data you are seeking!

Searching for Information

1. In the Search text box area to the right of the global toolbar (upper right corner of the Sage ACT! window), type your search term. For example, to locate any notes, contacts, attachments or other data that contain the word pricing, type “pricing”, and click Go.

2. The results of your search are displayed in the Search view.

3. To narrow the results to only those notes that include the word “Pricing”, select Notes from the Show Only list. Applying/clearing one or more filters is done simply by selecting/clearing the corresponding checkbox. To filter by last edit date, select the corresponding radio button.

4. To open the note, click the corresponding hyperlink in the results list.

As you can see, Universal Search enables you to quickly locate the exact item you seek, so you can spend more time taking action on the information you store in Sage ACT!, rather than looking for it!

[box style=”note”]All ACT! Quick Trick’s are pulled verbatim from the Sage Community Boards. Full credit goes to the original authors of the posts, in most instances Brian Whalen. Please consider viewing the original article on the ACT Community Board here.[/box]

We all do it…write random notes on pieces of paper that get lost on our desk, in the wash or end up in the trash. Capturing this information in the new Sage ACT! Scratchpad can eliminate the hassle of finding your notes when you need them, and entering them in Sage ACT!. Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!, when you use Sage ACT! Scratchpad, a convenient, virtual notepad. In this tip, you’ll learn how to make the most of this new tool!

Capturing Notes/Activities/History and Sending Them to Sage ACT!

When random tasks, notes or other information interrupt your work, you can quickly capture them with the Sage ACT! Scratchpad, and then deal with them later by recording them in Sage ACT! or deleting them from the list.

1. Open the Sage ACT! Scratchpad:

• From within Sage ACT!, click Tools > Sage ACT! Scratchpad
• Or, click Start > All Programs > Sage ACT! 2012/Sage ACT! Premium 2012 > Sage ACT! Scratchpad
• Or, double click the Sage ACT! Scratchpad shortcut on the desktop

2. Click anywhere in the list to add a new entry; for example, type “Call Bob Robertson RE: product pricing”.

3. Use the toolbar to reorder, format, delete, or print the list.

4. If you would like to send a list item to Sage ACT!, first click an item in your list to make it active.

5. Right click the item, or select the Send to Sage ACT! menu, and then choose from the following options:

• Schedule Activity (Call, Meeting, or To-do)
• Insert Note
• Record History

6. Complete the appropriate information, such as time, date and Contact with which to associate the Activity/Note/History, and click OK.

7. The selected item will be added to Sage ACT!.

As you can see, using the Sage ACT! Scratchpad is easy! Forget about sticky notes. Jot it down on your computer, and then organize it in Sage ACT! when you have time to sort out the details!