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Welcome to our Act! Resources page. If there is an Act! feature or topic that you would like us to include in a future newsletter or blog post, please let us know!

P.S. Remember to sign up for our monthly e-newsletter and you will get Act! news and tips delivered right to your inbox each month! If you have bigger ACT! training needs, we can help with that too. Simply contact us.

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​Lots of Act! news and tips are available on our blog. You can use the search box or category listings to find the information you're looking for. Check it out!

NEW! Act! You Tube Channel Get to know Act!, product highlights, training, tutorials, customer stories and mroe.

NEW! Act! Quick Reference Card
Provides tips and shortcuts for the tasks you do most often in Act!. For Act! Pro and Act! Premium v17.

NEW! Quick Reference Card for Act! Premium Mobile
Provides tips and shortcuts for the tasks you do most often in Act! Premium Mobile.

The Choice Between What's Cheap and What Works
This white paper examines the benefits of free and paid contact management solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a contact management tool that can satisfy short-term needs and meet long-term goals.

Act! The Automated Selling Machine
Learn how Act! boosts productivity by automating key sales, marketing and customer service tasks.

Act! Smart Tasks
Provides information on using Smart Tasks to create processes that help you work smarter and reduce the time spent on manual repetitive tasks.

I'm No Longer Able to Open Act!, History Attachments or Documents.
A Windows .NET framework update can cause all of these issues. If you are experiencing any of these issues, please contact us for more information.

Some of My Activities Are Missing in My Task List, Where Did They Go?

If upon opening your task list, you discover that some of your tasks seemed to have vanished, don't fear! It may just require a simple adjustment of your filters. In the bar directly above the task list, you'll notice several filter options - Dates, Types, Priorities, and Users. Verify that each of these options accurately reflect the tasks you want to view. For example, if you want to view all tasks assigned to you, make sure that the filters are set to 'All Dates', 'All Types', 'All Priorities' and your user name. Or to view only high priority items assigned to you, change the priority filter to only list the high priority activities.

Tagging Select Contacts for Holiday Labels

Season's greetings! Are you preparing to send holiday cards to your contacts? Follow the steps below to select your holiday card recipients and quickly create envelope labels.
1. Perform an All Contacts Lookup and click the 'Tag Mode' button.
2. Click on the names you wish to eliminate from your holiday list.
3. Choose 'Omit Selected'.
4. Uncheck the 'Tag Mode' box and check 'Tag All'.
5. Proceed to the File menu; select Print.
6. Select the labels icon, specify the appropriate label and print.

NOTE: You can do the opposite to select only a few people from the list. After clicking the 'Tag Mode' button, select only the names you want to remain. Then choose 'Lookup Selected'.

Customize your Activity Types

Tailoring activity types to your company's needs allows you to better organize your activities and reports. To access your activity manager, click on the 'Schedule' tab in the top navigation bar. Scroll to 'Manage" and select 'Activity Types'. In the Activity Type portal, you can add, edit or delete selections. Once you've created custom activities, you can use them to filter your task list for a more organized view of your daily activities (or those of your staff).Note: You must have Administrator access to the ACT! database to create or modify activity types.

Kristi Smith Consulting     |    (847) 520-0860    |    info@kristismith.com


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