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Easily Keep Track of Your Most Important Contacts

6/8/2016

 
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Does your business experience summer slowdown? If you’ve got time between vacation days, you might want to use the season’s relaxed pace to work on projects that will help your business run more efficiently all year long. Setting up the new Favorite Contacts function in Act! v18.1 is a great summer project that helps you easily keep track of the contacts you communicate with the most.
 
  • The Favorite field has been added to the default Contact Layout as a checkbox
  • A new Favorite column is present in the Contact List View and Contact tabs
  • A Favorite Lookup is included, which can also be set as the default lookup in conjunction with setting the Contact List View as the Startup View
 
The Favorites field is automatically available in the 1366x768 layout in all new Act!  databases, however it must be added to the layout for all users who use the 1024x768 layout or in all databases that have upgraded to Act! v18.1 from a previous version. In order to add Favorite Contacts to your layout, follow the steps below:

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Featured Act! Add-On: Duplicate Remover Wizard

5/23/2016

 
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Are you frustrated by duplicate contact records in Act!? Let the Duplicate Remover Wizard help you quickly and easily merge the duplicate records in your database. ​

The Wizard allows you to:
  • Specify up to 5 fields to be used to match records to find duplicates.
  • Specify whether records where one or more of the match fields are blank are to be ignored.
  • Specify whether the most or least recently modified record is the record that will be retained in full.
  • Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
  • And more!
Buy Duplicate Remover Wizard

Spring Clean Your Database: Merging Duplicate Entries

5/11/2016

 
​We’ve written before about how to prevent duplicate entries in your Act! database. But what do you do if your database already contains duplicate entries? This month we’re continuing our spring cleaning theme by discussing how to merge duplicate entries in Act!.
 
Act!’s Copy/Move Contact Data function will allow you to merge 2 contacts using the following procedure:
 
1.     Look up both contacts using the Lookup box in the upper right corner of your Act! database. 
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Act! v18.1 Is Here!

5/10/2016

 
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We’re pleased to announce the release of Act! v18.1, which introduces new features that help you prioritize your focus, offers seamless integration with hundreds of popular business apps, and provides enhancements to your Act! experience with dozens of performance and usability improvements.

Key Highlights of Act! v18.1
  • Increase productivity with the all-new Favorite Contacts checkbox, and the Activity Create Date stamp.
  • Integrate with ease by leveraging Act! Connect to quickly set up connections between Act! and other popular business tools via the Act! Web API.
  • Act! Premium Contact Link for Outlook® helps you stay productive by interacting with Act! Contact details right inside of Outlook.
  • Bundled installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.
  • Stay up-to-date with the newest compatibility updates and performance improvements, including support for Chrome™ and Internet Explorer® 11.

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