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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Adding Calendar Events

December 30, 2010

 There’s nothing worse than mailing out a marketing piece or (even worse) planning an event on a holiday… because it wasn’t marked on your calendar. It is easy to add official (and unofficial) holidays to your ACT! calendar so that every user of the database can see and plan around the reserved dates and events.  Adding n [...]

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Holiday Food

November 18, 2010

Last year, I sent out my favorite recipe for brining a turkey for the Thanksgiving holidays as one of my ACT! tips. I got such a huge response that I want to follow up this year with my favorite Cranberry relish. If you have called into our office for help with your ACT! database or to [...]

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Blogging about Sage ACT! and Database Marketing

September 3, 2010

You would think that after a whole summer of writing (the Sage ACT! Quickstudy Guide and the Swiftpage QuickStudy Guide) that it would be easy for me to write blog posts, or Twitter feeds, or updates to my Facebook and LinkedIn accounts. But sometimes it is like the cobbler who makes no shoes for her [...]

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Copying an ACT! Contact’s Info into an Email

May 12, 2010

A lot is going on in my life these days. My youngest is graduating from the University of Texas this month… and he has a job. Yea! I will be out of town all next week attending the annual Sage Business Partner (and ACT! Certified Consultants) Insights conference in Denver (learning about the next version, checking [...]

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