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ACT! Tips & Tricks: September 2008
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Sunday, September 7, 2008. How to Schedule Recurring Activities in ACT! Scheduling Recurring Activities in ACT! 1) At the top of the ACT! Screen, click "Schedule". (or click an appropriate icon). 2) Click "Call", "Meeting", "To-Do" or "Other". 3) After the Schedule Activity dialog box opens, enter the activity details in the General tab of this dialog box. 4) Click the "Details" tab to add a note. Links to this post. If you are an ACT!
actmidwest.blogspot.com
ACT! Tips & Tricks: February 2008
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Sunday, February 24, 2008. Contacts Based On Scheduled Activities. 1) Select Task List from the View Menu. Your Task List will appear. 2) Now select Filter Task List from the View Menu. 3) The Filter Activities dialog box will appear. 4) Filter the activities you want to include. You can filter on date, type, priority and more. 5) Right click on the Task List window and select Create Lookup. ACT! Links to this post. 5) After you've sele...
actmidwest.blogspot.com
ACT! Tips & Tricks: Protect Your Computer from Malware and Wireless Security Tips | FreakOutNation
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Wednesday, February 20, 2013. Protect Your Computer from Malware and Wireless Security Tips FreakOutNation. Protect Your Computer from Malware and Wireless Security Tips FreakOutNation. Subscribe to: Post Comments (Atom). Free eCommerce Web Store. Free eCommerce Shopping Cart. Tips and Tricks was created to offer helpful tips to users of ACT! Contact Manager. ACT! Consultants post articles and respond to comments and inquiries.
actmidwest.blogspot.com
ACT! Tips & Tricks: October 2008
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Tuesday, October 7, 2008. Swapping Field Content in ACT! 2008 (v.10) Database. How can I move the data from one field in ACT! 2008 to another field? 2008 makes this task quite easy. 1) The first step is to create a "Look Up" of the records you wish to move the data. 2) After you have selected a "Look Up", click on "Edit" at the top of the ACT! 3) Next, select "Swap Field". Are you sure you want to continue? Links to this post. Certified...
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ACT! Tips & Tricks: How to use the picture field in ACT! reports?
http://actmidwest.blogspot.com/2012/05/how-to-use-picture-field-in-act-reports.html
A collection of ACT! Tips, tricks, shortcuts and other useful tools. Wednesday, May 16, 2012. How to use the picture field in ACT! The Picture field in ACT! Enables you to add a field to the report template that will display the image on a contact record. 1 Click Reports Edit Template. An Open dialog box appears. 2 Select the report template (.rep file) you wish to edit and click Open. The Report Designer appears with the template ready for editing:. 3 From the toolbox, enable the Picture Field tool.
actmidwest.blogspot.com
ACT! Tips & Tricks: August 2007
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Monday, August 6, 2007. Finding Duplicates in your ACT! You can use ACT! 8217;s duplicate scanning function to find duplicate records based on company, contact and phone. You can also check for duplicates based on other fields. 1 Choose Edit from the main menu bar. 2 From the drop down menu, choose Define Fields. 4 Choose intended criteria from respective drop down boxes. Links to this post. Subscribe to: Posts (Atom). If you are an ACT!
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ACT! Tips & Tricks: January 2009
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A collection of ACT! Tips, tricks, shortcuts and other useful tools. Monday, January 19, 2009. Antivirus 2009, Antivirus 2008, Antivirus XP - Spyware and Malware. Antivirus 2009, Antivirus 2008, Ultimate Antivirus 2008, Vista Antivirus 2008, XP Antivirus 2008 are malicious anti-spyware programs. DO NOT DOWNLOAD OR BUY IT! DO NOT DOWNLOAD OR BUY IT! After installing, be sure to update the software to the latest version and run a full system scan. Links to this post. Subscribe to: Posts (Atom).
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ACT! Tips & Tricks: July 2012
http://actmidwest.blogspot.com/2012_07_01_archive.html
A collection of ACT! Tips, tricks, shortcuts and other useful tools. Wednesday, July 25, 2012. Easiest Way to Import Contact Lists into ACT! Many people prospect for contact lists on the Internet and come across online directories with prospect leads that match their target market. They manually copy-paste each piece of contact information into ACT! Is there a better way to quickly import these contacts? ListGrabber completely eliminates the pain of manually copy-pasting contacts into your ACT! 4 Click &...
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ACT! Tips & Tricks: How to create an ACT! dashboard to display a list of overdue activities?
http://actmidwest.blogspot.com/2012/07/how-to-create-act-dashboard-to-display.html
A collection of ACT! Tips, tricks, shortcuts and other useful tools. Wednesday, July 25, 2012. How to create an ACT! Dashboard to display a list of overdue activities? It is simple. Try the following:. 1 In Dashboard view (click the Dashboard icon in the Navbar at the left). 2 Under Related Tasks at the left, click New Dashboard. 3 Select the “Activities by User” panel type and drag it to one of the panels on the dashboard. 6 Select the User you want to monitor. Click Next . Cornerstone Solutions, Inc.
