Creating ACT Contacts From Outlook

June 5, 2011

You can create an ACT! contact record from a message in your Outlook Inbox. This method of adding contacts is especially great because it keeps me from mis-typing email addresses in ACT!. p.s. The available fields to fill in are fixed. The ID/status and Referred by fields are not available and any required fields that [...]

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Using My iPad to Remote Control of Remote Control

June 1, 2011

Today I needed to work with several users on changing their settings in CompanionLink (a change had been made on their corporate server). But I am in St Louis with only my iPad and they are in Houston. So from my iPad, I accessed my laptop using LogMeIn Ignition. Then I started a GoToMeeting and [...]

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Taking Time Away

May 31, 2011

Taking time away from your business is one of the more productive things you can do for yourself and your business. Whether it is only a few hours, a full weekend, or an amazing week or more away from your normal routine, you should plan your breaks. This week I am visiting a friend in [...]

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iPad and WordPress

May 30, 2011

Change is hard. Learning any new software or system is challenging. I am a PC, as they say. I sell and support ACT! by Sage software, which only works on Windows operating systems. Why would I want an iPad? I envisioned using my iPad while sitting on my couch in the early morning with my [...]

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Setting up my iPad

May 29, 2011

I recently drove about an hour to an outlying Wal-Mart to pick up what might have been the last available iPad in Houston. I decided I needed to understand how I might use an iPad and I didn’t want to wait for it to be delivered by Apple or Amazon. Would it make my life [...]

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Scheduling ACT Appointments From Your Outlook Inbox

May 23, 2011

In the newer version of ACT!, you have the ability to create an activity from a message in your Outlook Inbox with the associated contact in your ACT! database. ACT does this by using the email address found in the incoming email and the email you entered for the contact in ACT! to determine which [...]

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Connecting ACT and Outlook

May 19, 2011

After viewing my tip on attaching Outlook emails to your ACT database, I had a few questions about how to set up the connection. If you don’t see these handy ACT icons on the Outlook toolbar, then you need to be sure that you have properly set up your ACT to work with Outlook. If [...]

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Attaching Emails In ACT From Your Outlook Inbox

May 10, 2011

I’ve been thinking a lot lately about being more productive. One of my favorite features in ACT! is the ability to selectively attach incoming Outlook messages to contacts in ACT! (starting with version ACT 2009). Then I can delete that message from my Inbox, yet everything is still in ACT! After a brief demo, it was [...]

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Passion is the edge

May 4, 2011

This past weekend I was a judge at a small piano contest. At the end of the day, I realized that the difference in each student’s playing was not really determined by age or length of study or not even talent… though those were certainly important factors. The edge went to the ones that went beyond [...]

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Syncing My Android Phone with ACT!

February 9, 2011

The new version of Sage ACT! 2011 includes a feature to sync ACT! to Outlook. There are really only two reasons to do this:  Not everyone in the company is using ACT! and they need to be able to access your calendar (problematic if you only schedule in ACT!). You want to use Outlook to sync [...]

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