Virtual User Group for Tuesday, July 30th – Using Excel with ACT!

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.

Virtual User Group for Tuesday, July 23rd – Using the Web Info Tab

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!

Virtual User Group for Tuesday, July 9th – T3 Auto-Address: Address Verification

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.

Virtual User Group for Tuesday, July 2nd – Finding & Deleting Duplicate Records

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.

Virtual User Group for Tuesday, June 12th – QuoteWerks

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.


QuoteWerks fits into your existing environment of software. It works with the software that you store your customer information in like ACT eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.