Blog Archives

Act! Feature of the Month: Act! Scheduler

9/27/2016

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?

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.

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.

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?

What Is E-marketing Anyway?

9/21/2016

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?

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

9/1/2016

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.

Act! Feature of the Month: Act! Scheduler

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

What Is E-marketing Anyway?

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

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