Of course, we recommend you call us before making any major changes to your database, but for simple ACT! questions and quick words of advice, what is the DIY-er to do?
1) Try asking for Help
Sage ACT! software has a built-in help menu that is a great place to start. From the menu at the top of the screen, select Help. In newer versions of ACT! there will be several great resources here, with links to online manuals, feature tours, and the Help Topics page.
2) Browse through Help Topics
Help Topics, as mentioned above, is included in your ACT! software and works like a search engine. Try searching for topics like “opening databases” or “making records private” and find some step-by-step directions to learn how to do something new.
3) Get thee to the Knowledge Base
Trying to identify an error message? Try the Sage ACT! Knowledge Base. One step up from Help Topics, the Knowledge Base can help troubleshoot pesky error messages and provide you with some detailed technical advice. Please note that performing your own ACT! technical support is best left to those familiar with ACT! software support and IT professionals, so do proceed with caution.
4) Email KSC Support
While this option is not free, we can give you some quick information at a substantially lower price than our hourly rate. If you send an email to firstname.lastname@example.org asking “could you email me instructions on creating groups?” or “what is the best way to email in ACT!?” we would be happy to email you some directions so that you can Do It Yourself (call for support rate details).
If you’d like to know more about Kristi Smith Consulting support options, consider calling our office at 847-520-0860 for details on support plans, pricing and more.