Act! Web School Recording

Expand the functionality of ACT! with custom tables for tracking customer service, support, projects, manufacturing and more. TopLine Designer allows you to add custom tabs at the contact, company, group or opportunity level – quickly customizing ACT! with specific industry and management solutions. TopLine Designer includes templates for industries such as real estate, healthcare and financial management along with general management solutions such as contracts, equipment and event planning.

Geoff will discuss how to synchronize you contacts and calendar between your Outlook and ACT! databases.

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. To see the web pages in the Web Info tab, you need Internet access.

Geoff will review your options for running ACT! reports as well as using SQL reports to generate reports from your data in ACT!

OAK!Merge Pro is a data import and update utility that provides field-by-field Merging of Data into ACT! Adds, Updates, Skips, or Deletes records. PRO version also supports adding data to custom tables, Secondary contacts, users and ACT to ACT.

Geoff will be reviewing proper methods for importing data from Excel and other CSV programs. Learn how to avoid importing duplicates and how to make the process much easier.

Geoff will be reviewing good practices for keeping your ACT! data safe.

Geoff will be discussing the various methods for customizing fields and tabs in ACT! for the easiest visual experience tailored to your preferences.