ACT! Web Info tab
If you are using Sage ACT! 2010 or 2011, connecting with your contacts on social media sites, like LinkedIn, is faster and easier than ever – thanks to the incorporation of the ACT! Web Info tools! The Web Info tab, which appears on the Contact and Company detail views, is actually a browser within ACT! that lets you display Web pages specific to a contact or company...

 
 
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A prospect finds your website and emails you to request more information. What is the very first step you can take to stay organized? Get your new lead into ACT!. Outlook Integration with ACT! makes this a quick task by allowing you to create your new contact directly from your Outlook email. Read on to learn how.



 
 
ACT! Roll-Over Activity Set-Up

If you have more activities scheduled in ACT! than there are time for in the day, and you find yourself manually moving uncleared activities around one by one... there's an easier way. You can change your ACT! preferences to automatically roll over uncleared activity types to today. To set up this feature, follow the steps below.


  1. In ACT!, click on the 'Tools' option in the top navigation bar and scroll to 'Preferences'.
  2. Select the 'Calendar & Scheduling' tab and open your 'Scheduling Preferences' pane.
  3. At the top, you'll notice each activity type you have set up listed, as well as a variety of settings options.
  4. Highlight each activity type that you'd like to have automatically roll over when you start ACT! each day and check the 'Automatically roll over to today' box.
  5. While you are there, feel free to customize your other default scheduling preferences, such as activity type priority, duration and alarms. You can also customize how cleared activities appear on your calendar, enable schedule conflict checking and more!
  6. Click 'Ok' to save your changes, and you're done.
From the same 'Calendar & Scheduling' tab, you can also personalize your calendar views and your default calendar settings. The flexibility of ACT! allows you to quickly organize your contacts, activities and calendar as you see fit, helping you move on to more important tasks of the day.


 
 
ACT! Search
Busy searching for the perfect holiday gifts? This month we're going to reveal how to simplify your search - in your ACT! database at least - and find your contacts faster, and quickly create custom lists of clients, prospects, candidates, etc. You can search by any field in ACT!, either by right-clicking on the field, or clicking on the Lookup menu and selecting the appropriate field. On the left is the name of the field, then the type of search:

Replace Lookup - searches through the entire database, ignoring any previous searches.

Add to Lookup - adds the contacts from this search to contacts found during the last search (useful for looking up all people with a title of President, then adding those with a title of Vice President).

Narrow Lookup - finds only contacts who meet the criteria of this search as well as the criteria for the last search (ie search for all contacts whose ID/Status is Prospect, then narrow the search and find only prospects in the state of Wisconsin).

Want to save the list as a group for future use? Create a new group, then right click on any name in the contact list and select Add Contacts to Group. Click on the Group name - and the list is set for the next time.