781-728-9777 tony@365ActTips.com

ACT Fanatics on LinkedIn: I Like Mike Lazarus

LinkedIn offers a wide range of resources for its members. All ACT users should get familiar with LinkedIn’s groups that support ACT by answering ACT questions and educating their members. One of the best groups for ACT users is ACT Fanatics, led by Mike Lazarus....

read more

Act’s Last Edit Field Provides Great Feedback

ACT has tons of fields that allow you to enter information. Company, name, and telephone number are just a few of those fields. Some fields cannot be edited by you; these fields are controlled by ACT. Understanding how these fields are impacted by ACT can have a huge...

read more

Act Premium for Web Demo Site: Take a Test Drive

If you are a long time Act software user you might be aware of the fact that Act offers two versions of Act: Act Pro and Act Premium. To expand on that, Act Premium also has a version called Act Premium for Web that is included when you buy Act Premium. A new version...

read more

“Act Is Just Our CRM”

Recently, a conversation with a client led to the statement that “act is just our CRM.” I was really taken aback by that comment and I’d like to tell you why. I have been teaching people about act software since 1999. You might think I’m blinded by the fact that I...

read more

Group Membership Rules: Part 1

Groups if done correctly can be a highly effective way to help you find certain types of contacts quickly and efficiently.  The key is to make the process seamless and with as little effort as possible.  Group membership rules help you create groups (some refer to...

read more

ACT Video Tutorial: Smart Tasks

Act by Swiftpage has created some great video tutorials on some of their key features in act.  Here is an Act video tutorial on Smart Tasks. The video below is all about smart tasks in act. I have some strong opinions about smart tasks and how they are used by the...

read more

Scheduling an Activity Directly from the Act Calendar

When I am planning my week, I will often go directly to the Act calendar to schedule calls and meetings. I never use to-dos because I feel if something is worth being done schedule a time to do it via a meeting with a contact. In Act, I will typically schedule a...

read more

What is Act Connect? Examples of Act Connect in Action

The good folks at Swiftpage Act have created a series of video tutorials that will show you how to connect Act with popular web applications via Act Connect. Below you will find out series of tutorials that explains how to connect act with their API tools. These...

read more

Should You Purchase Act Pro or Act Premium Cloud this Year?

Act Pro or Act Premium Cloud?  Confused?  Call me and I will break it down for you. When you purchase act software by Swiftpage  you have two main choices.  The first is a one-time purchase of Act Pro for $249 or maybe $199 if you qualify for upgrade pricing and you...

read more

Scheduling Act Activities: When Doing it Wrong…Works

I have a new client that schedules his act activities completely wrong and it totally works for him. As an act certified consultant and a computer teacher I have learned that the right way isn't always the best way. In fact, I'd rather someone consistently do it the...

read more

Customizing ACT’s Layouts: Monitor Resolution

Customizing ACT's layout for your business is essential to getting the most out of ACT. I am creating a series of tutorials that will teach you how to customize ACT's layout. One of the first things you need to take into consideration is how much space you will have...

read more

19 Software Tools: What I Use in My Office

I want to start the year 2017 off with a little bit of information about some of the software I use to conduct my day-to-day business. Obviously, I use act, but act has a lot of supporting characters that help me make more out of the software so I can make sure nobody...

read more

QSalesData Nightly Transaction Sync with Act

QSalesData will keep your QuickBooks and act data synchronized if you set up a nightly transaction synchronization with Act. At the bottom of this post you will find a video that shows you how to set up a nightly transaction sync between Act...

read more

What is an ACT Certified Consultant?

ACT consultants have been trained and certified by passing an exam given by the folks at ACT. I have been using and teaching people about act for more than 14 years. Last year I became an act certified consultant. The great thing about being a certified consultant is...

read more

When Nothing in Act is Important

Searching for Nothing in Act Is Important. When you look at a typical act contact they contain certain types of information. Company name, phone number, mobile phone number, address and email address. Having this information makes it easy to...

read more

eGrabber Account Researcher

This tool gives you the ability to find missing contact information. Account Researcher is a tool that can be used to scrub the Internet for contact information such as email addresses and much more. Virtually all of my ACT clients are missing...

read more

Have a Monday Plan for Act

I always tell my act clients that it is essential to have a Monday plan for act. As an act certified consultant (ACC) I teach people how to make the most out of act, and if you don’t have a plan for your business, act won’t be as successful as it could be....

read more

Free Act Training Webinars by Tony Holowitz

I have two new free webinars for Act users: What to Expect When You Are Subscribing to Act in the Cloud Description: You are thinking about updating your current act software to act cloud. Maybe you are new to act and you find act in the cloud an...

read more

Free QuickBooks Training

In addition to being an act certified consultant, Tony Holowitz also teaches QuickBooks for free. Many of my Act clients and followers use QuickBooks in their business.  My free computer training website www.TeachAnOldDogNewTricks.com offers a wide variety...

read more

Time to Change Your Passwords

This is a great time of year to change your passwords for your bank accounts, online accounts, credit card accounts and anywhere else you use a password. Maybe even Act. I always tell my clients to have three passwords that they use on a...

read more

Take Act to the Next Level

Tony Holowitz

Act Certified Consultant | 365 Act Tips Editor