Blog Archives

ACT! Tip: How to Change ACT! Report Default Settings

2/28/2011

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Defaults are specific to each report. In order to change the default report settings in ACT!, you must edit the desired report template and change the report filter settings. Follow these steps for each report that you want to change:

Choose the Reports menu, and click Edit Report Template.
Select the report that you want to change, and click Open. The report opens in the report editor.
Choose the Edit menu in the top navigation bar (next to ‘File’), and click Define Filters. The Define Filters dialog box appears.
Set options as desired under each tab.
Click OK when you have finished making changes.
Choose the File menu, click Save, and then close the report editor.

Is there an ACT! tips, feature or topic you'd like us to cover? Please tell us about it in the comment section below.

New! Reschedule Multiple ACT! Activities with Ease

2/14/2011

Do you have your ACT! database set to 'roll-over to today' certain uncleared activity types? Are you overwhelmed by the number of roll-over activities that appear when you open ACT! each morning? A good friend and colleague of ours has developed a free ACT! add-on program that can help lighten your day just a bit.

The Multiple Activities Reschedule is a must-have ACT! add-on program for busy people who just don't have enough hours in the day to get through their task list. If you consistently roll over your activities, and are buried under the growing number of items on today's calendar, you'll want to download this add-on! We did. With this tool, you can highlight multiple activities in your ACT! task list, then right click, select 'Reschedule Multiple Activities' as shown in the picture, and reschedule them en masse to another day - not just roll to today, but move to next week, next month, or whenever is convenient. BEST OF ALL, it's free! Try it today - the only thing you have to lose is your seemingly endless daily task list!

* Compatible with ACT! 2010 and ACT! 2011 locally installed databases only. Not available for ACT! for Web users.

** We do not receive compensation for promoting this add-on. We simply love to share useful, time- and energy-saving ACT! tools. We hope you enjoy it as much as we do!

We'd love to hear what you think of this product - please comment below! And if you have ideas for ACT! feature improvements, please let us know those as well! We will gladly pass them along to our connections in the Sage ACT! product development department.

Quick ACT! Tip: Automatically Roll-Over Uncleared Activities

2/9/2011

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.

In ACT!, click on the 'Tools' option in the top navigation bar and scroll to 'Preferences'.
Select the 'Calendar & Scheduling' tab and open your 'Scheduling Preferences' pane.
At the top, you'll notice each activity type you have set up listed, as well as a variety of settings options.
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.
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!
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.

Accessing ACT! on the Road is Easy and More Affordable

2/1/2011

Handheld Contact Update

Handheld Contact has lowered the pricing for the annual Professional Edition* subscription from $239 to $179, making it more affordable than ever before to take your contacts and calendar with you!

For those of you who are unfamiliar with Handheld Contact (HHC)... Handheld Contact is an ACT! add-on program that wirelessly syncs and manages your ACT! Contacts, Activities, Calendar and Notes/Histories from your Blackberry, iPhone, or other Windows Mobile smart phone.

Who Should Use Handheld Contact?
If you're job requires you to be on the road more than in the office, or if you just like the comfort (and security) of having your contacts and scheduled work activities with you at all times, you need Handheld Contact for ACT! (Never forget about another call or meeting again!) Trust us, we use it and have found it to be one of the most useful ACT! add-on products on the market.

What are the benefits?
Besides security and convenience, HHC is loaded with a variety of features that enable you to customize, access, edit and sync your ACT! database right from your phone. You can read all about the features and benefits on our Handheld Contact web page.

Would you like to get started?
If you are interested in having your ACT! database with you at all times for less than $15 per month, contact us on the web or call (847) 520-0860 today!

iPhone users will want to read my previously posted article - Handheld Contact for ACT! is now available for the iphone!

* Please note that there are no price changes for the Basic Edition service.

ACT! Tip: How to Change ACT! Report Default Settings

New! Reschedule Multiple ACT! Activities with Ease

Quick ACT! Tip: Automatically Roll-Over Uncleared Activities

Accessing ACT! on the Road is Easy and More Affordable

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