Kristi Smith Consulting | Business Solutions That Make Sense
  • Home

Act! Feature of the Month: Act! Scheduler

9/27/2016

 
Picture
The Act! Scheduler allows you to schedule automated tasks that will run without you even needing to have Act! open. As long as the Act! Scheduler is running and your computer is on, these tasks will run.

The tasks that the Act! Scheduler is capable of running are:
  • Database backup
  • Database maintenance
  • Remote database synchronization (from the remote workstation)
You can access the Act! Scheduler in Act! by clicking Tools > Act! Scheduler. Alternatively, you can also access it without opening Act! from the Act! Program folder located in the start menu.
 
Features of Act! Scheduler:
  • You can temporarily stop the service to prevent scheduled tasks from running and start it again after it’s been stopped.
  • The Act! Scheduler can send you e-mail alerts to notify you when a task has run.
  • You can use the Act! Scheduler Task Log to view a log of scheduled tasks and their result. This is useful for troubleshooting tasks in the event that you suspect that something may have interfered with their ability to run.
  • You can view details on scheduled tasks.​

​Do you need help learning to use Act! Scheduler?
CONTACT US

FAQ: Can I Reassign Activities From One User To Another In Bulk?

9/22/2016

 
​Yes you can! Maybe you’ve had an employee quit and you’d like to reassign their uncompleted activities to their replacement or perhaps an employee will be on a leave of absence and you’d like to assign their current activities to someone else in the interim. No problem – just follow the procedure below (we highly recommend backing up your Act! database before you begin).


1.  Login to Act! as the user you wish to reassign the activities to.

2.  Click Task List in the left hand navigation menu and filter the task list to the activities you wish to reassign to the new user. You can filter by the time the activity is due (past, future, today etc.), activity type, activity priority, and by which user the task is assigned to. 
Picture
3.  Once you have the activity list filtered, select all the activities in the list by clicking CTRL + A.

4.  Copy all the activities by clicking CTRL+ C.

5.  Paste all the activities by clicking CTRL + V.

​You now have a copy of each of the activities originally scheduled by the old user, with the Scheduled For and Scheduled By now set as the new user. The next steps will delete the original versions of the activities originally scheduled for the old user.

6.  Filter the task list to the activities originally scheduled for the old user that you are reassigning.

7.  Select all the activities in the list by clicking CTRL + A.

8.  Click the Delete button on your keyboard and choose the Erase option. Click OK.
Picture
You can ensure you have done the process correctly by clearing any task list filers, and ensuring all users are selected, then checking the All Dates list total at the very bottom. This should be the same before and after the process.
 
Need help reassigning tasks or have other “how to” questions? ​
CONTACT US

What Is E-marketing Anyway?

9/21/2016

 
Picture
Act! Emarketing has come up here at KSC a lot this year – from this month’s webinar, to featuring it in our newsletter, to discussing the Emarketing enhancements available in the latest version of Act!. But some of you may be wondering “What the heck is e-marketing anyway, and why should I care about it?”

E-marketing is any marketing done online or digitally, but when we talk about Act! Emarketing, we’re specifically referring to e-mail marketing. Do you email your contacts about any of the following?
  • Company news
  • Industry news
  • Promotions, discounts and sales
  • New or improved products and services
  • Insider information (how to’s, FAQ’s, etc.)
  • Birthday, anniversary or holiday greetings
Then you’re already doing e-mail marketing! But if you’re still sending all your e-marketing messages using your regular day-to-day email client, you’re missing out on some great ways to improve your marketing efficiency and success.

Using a program like Act! Emarketing offers a number of benefits over your regular e-mail client when it comes to e-mail marketing:

  • A more professional image
  • Customizable mobile-friendly templates
  • Easily personalized emails
  • Tracking/analytics
  • Reporting
  • A better send process (your emails are less likely to be marked as spam)
  • The ability to create & schedule email campaigns in advance
  • Functions necessary to comply with legal requirements, such as unsubscribe

And, with Act! Emarketing, you can take advantage of powerful Act! capabilities:
  • Easily access Contacts, Lookups, Groups, and Companies right from within Act! to quickly build targeted email lists
  • Upload and host images and documents that can be used to personalize your emails
  • Easily share images and documents in your email campaigns by embedding or linking to your hosted library
  • Easily create simple webforms to capture leads from web pages, newsletters, emails, and more
  • View emarketing results directly on each contact record within Act!
  • View a prioritized list of recipients ranked by level of interaction – allowing you to contact those who are most interested in your message – right within Act!
 
Want to purchase the latest version of Act! and take advantage of all Act! Emarketing has to offer? Already have Act! Emarketing and looking for training in using it efficiently and effectively?
CONTACT US

UPCOMING WEBINAR: Emarketing with Act! -  Learn To Send Your First Message

9/1/2016

 
Picture
Are you ready to get started with e-mail marketing? Act! emarketing is a simple and cost-effective way to grow your business.

​We’ll help you learn to create professional, eye catching campaigns that reach customers and prospects with the right message at the right time.

In this session we will explore:
  • Creating an Act! emarketing account
  • Modifying existing Act! emarketing templates
  • Preparing to send your first Act! emarketing message
Join us for a webinar on September 22nd, 2016 at 11:00 AM CDT. 
$35 fee/per attendee.
REGISTER
    Loading

    Picture
    Subscribe To Our Newsletter


    Archives

    September 2016
    August 2016
    July 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    November 2012
    October 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    March 2012
    February 2012
    January 2012
    November 2011
    October 2011
    September 2011
    August 2011
    July 2011
    June 2011
    May 2011
    April 2011
    March 2011
    February 2011
    January 2011
    December 2010
    November 2010
    August 2010
    April 2010
    February 2010
    January 2010
    December 2009


    Categories

    All
    8x8
    ACT! 2011
    ACT! 2013
    ACT! Activities
    ACT! Add On
    ACT! And Outlook Integration
    ACT! Backups
    Act! Connect
    Act! Customization
    Act! Database Maintenance
    ACT! Dynamic Groups
    Act! Emarketing
    Act! Features
    ACT! For Events
    ACT! For Mobile Devices
    Act! For Web
    Act! Personal Info Tab
    Act! Personalization
    Act! Premium
    Act! Premium Cloud
    Act! Promotions
    ACT! Reports
    ACT! Searches
    ACT! Social Media
    Act! Technical Support
    ACT! Tip
    Act! Update
    Act! V16
    Act! V17
    Act! V18
    Automated Marketing
    Automation
    Browser Issues
    Business Ethics
    Business Hours
    Business Humor
    Business Intelligence
    Business Tools
    Call Lists
    Chrome
    Cloud Communications
    Cloud Hosting
    Contact Layout
    Contacts
    Content Marketing
    CRM Integration
    Customer Appreciation
    Customer Relationships
    Customer Retention
    Database Conversion
    Digital Marketing
    DIY
    Drip Marketing
    Duplicate Entries
    Efficiency
    Email
    Email Marketing
    Events
    Export
    Exporting To Excel
    FAQ
    Favorite Contacts
    Favorite Lookup
    Fill The Pipeline
    Filtering
    History List
    Holidays
    How To
    Import
    Integration
    Intuit
    Labor Day
    Leads In ACT!
    LinkedIn
    Microsoft Office
    Mobility
    Newsletter
    Opportunities
    Organization
    Outlook Integration
    Payment Processing
    PayPal
    Payroll
    Productivity
    Prospects
    Queries
    QuickBooks Online
    QuickBooks Payments
    QuickBooks Payroll
    Relationship Building
    Sales Pipeline
    Sales Review
    Slack
    Social Media
    Social Media Marketing
    Spring
    Strategic Planning
    Subscription
    Summer Projects
    Swiftpage
    Sync ACT! To Mobile
    Task List
    Technical Issue
    Technical Support
    Trade Shows
    Training
    Upgrade
    Upgrade ACT!
    Voice Over Ip
    VOIP
    Web API
    Web Browsers
    Webinar
    Web Info Tab
    Windows 10
    WuFoo

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


This Web site is owned by Kristi Smith Consulting, LLC. Kristi Smith Consulting, LLC is independent from Swiftpage and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Swiftpage regarding any product, service or Web site content. Certain materials made available on or through this Web site are owned by Swiftpage and cannot be used without the prior written permission of Swiftpage; such materials have been released to KSC as a Swiftpage Authorized Business Partner and are used with permission from Swiftpage ACT! LLC. | www.swiftpage.com | All images displayed are the property of Kristi Smith Consulting and may not be copied or used without prior written authorization from a Kristi Smith Consulting administrator.