Earlier this month we discussed contacting quiet clients using Act’s advanced query function. But what do you do if you want to edit an existing advanced query to modify the lookup results?
You can use the following steps to modify your existing Advanced Query:
1. Launch Act!.
2. Click the Lookup menu, point to Advanced, and then click the Advanced Query option. The Advanced Query dialog box appears.
3. Click the Open icon. The Open dialog box appears.
4. Locate (browse if necessary) your existing advanced query, and then click Open. The Advanced Query dialog box reappears with your query displayed.
5. Click the desired line to modify, and then click Edit. The following Edit dialog box appears.
6. Make your desired changes, and then click OK.
7. Your change will be displayed in your advanced query.
8. Click the Save icon to save your changes.
9. Click OK to close the Advanced Query dialog box. And there you have it!
Have you used Act!’s Advanced Query function? How has it been useful to you? Share in the comment section below.
*Please Note* Only Act! v17 has been officially certified for Windows 10 compatibility. Older versions of Act! have not been tested or certified for compatibility. We suspect that Act! v16 and ACT! 2013 may work while ACT! 2012 and older versions probably will not.
Want to upgrade to Windows 10 but need to update Act! first? Contact us.
Your last day to upgrade to a newer version of Act! with preferred pricing is September 30, 2015.
What this means for you:
A) You can choose to do nothing, and keep your current version of Act!. If you decide at a later date to purchase a newer version, you will be paying full price, and will not be eligible for an upgrade discount.
B) You can choose to upgrade Act! at this time and receive preferred upgrade pricing (pricing varies, please contact us to discuss).
Why upgrade now?
- Automation and customization options
- Integrations to Dropbox, SharePoint™, iCloud® etc.
- Basic technical support provided by Act!
- Basic Act! emarketing accounts
- Video tutorials
- Automatic installation
- Nightly backups
Remember, all users sharing the same database have to be on the same version of Act!. After September 30th, you will no longer be able to buy additional ACT! 2013 licenses. Upgrade today to maintain your business continuity.
Click here for a version by version comparison. Learn more about Act! v17.
Ready to try or buy? Contact Us.
Last month we talked about one way to make good use of your summer down time. Are you also looking for ways to drum up some sales in these occasionally quiet summer months? You can always use Act! to figure out which of your clients have been particularly quiet in the last few months. Sometimes clients have work for you to do, but they just haven’t gotten around to calling you yet. Reminding them that you’re available and happy to help may result in the rewarding reply, “I’m so glad you’ve called, I could really use your help!”
The good news is, there is a very simple way to pull up a list of the people you haven’t spoken to in any given number of days. All you need to do is use the advanced query function. To get to the advanced query window, you select Lookup from the file menu, select the Advanced dropdown, and then select Advanced Query. Once that window is open, you can run a search like this:
You can make changes to this query as needed to suit your business needs. Do you want to pull up contacts who you haven’t talked to in 60 days who are also located in a similar geographic region? Add city, state, or zip code parameters to your query. Are you thinking of sending out a mass email to reach out to your clients? Try adding a filter to your search that assures that the email field contains data. That way all contacts pulled up are the ones you have email addresses for. And while you’re at it, you can run the opposite search—contact clients you haven’t spoken to in 60 days who do not have an email address on file. Then you can ask if they would like to receive your email communications when you give them a call.
There is really a very large scope of creative ways to filter your clients to contact them. While you have a minute to breath, why don’t you do yourself a favor and start reaching out to your quiet clients today—with any luck, they may just reach back with a project for you.
Are you interested in learning more ways that Act! can aid in your business development strategies? Please give us a call at (847) 520-0860 or email us.
Kristi Smith Consulting | Business Solutions That Make Sense