781-728-9777 tony@365ActTips.com

Topline Dash for Act

https://youtu.be/d2Ap7qhT8TU TopLine Dash TopLine Dash is the easy-to-use real-time dashboard based reporting tool for Act! that is powerful and highly flexible. Choose from Personal or Manager editions to view data for yourself or for all of your Act! users on one...

read more

Act Working with Companies Part 2

https://youtu.be/-U_pUGka2f0 Act's company feature allows you to view notes, histories, activities and more, in one centralized location. If you have 10 contacts at the ABC Company it might be good to know who said what, who scheduled an...

read more

ACT’s Default Layouts

ACT has two main layouts that most new ACT users work with. In this tutorial I am going to explore the two main default layouts in ACT. Most people that are new to ACT use one of these two layouts and many of my clients have never edited them to complement their...

read more

Act Add-on: ListView 4 Act!

ListView 4Act! Do you wish you could switch between several different sets of fields on the List views in Act!?  Well now you can!  With List View Field Sets installed, you’ll see a dropdown on the “Customize Columns”: Simply click the dropdown and select...

read more

My Thoughts About Act Addon’s

I like tools that help make act more convenient for long time act users and easier to use for new act users. If a tool can simplify the learning curve for you or your staff and make you more productive right away that is a good tool in my opinion. My experience has...

read more

Checking for ACT Updates

There are Two Types of ACT Updates In this tutorial I show you how to see if ACT! has issued any types of software updates. These are standard software updates that are free to most users. In addition to this type of update act also offers hot fixes. In...

read more

Right-Click to Lookup Information Act

This is a simple trick that I find a lot of my clients are unfamiliar with when using act. It is a simple way to look up contact information. Most of you are familiar with how to do a lookup act. In fact, act lists its most popular fields when you click on lookup on...

read more

Microsoft Word Template Issues

Adjusting User Account Control (UAC) can help alleviate some issues. A client of mine is having issues with Microsoft Word and ACT when doing a mail merge from a template. The best way I can describe the issue is to say that it is quirky. When...

read more

Should You Use Act Sales Opportunities?

https://youtu.be/afp9k2MIino Act Sales Opportunities Revisited.  I'm not a big fan. I have never been a big fan of act’s sales opportunities feature. Sales opportunities take time to create. You also have to search for them to be aware of the fact that they exist. I...

read more

Is Act Compatible with Windows 10?

Act! Compatibility Matrix: Act and Windows Versions If you are a long time act software user, there is a good chance that you have been confronted with the issue of whether or not your version of act is compatible with Windows 10. My experience...

read more

ACT is Full of Boolean

In a previous post, I talked about a tool called Social Networking by Durkin Computing. You can customize the tool to Google just about anything that appears in the fields that reside in ACT. This tool will eventually lead you to searches that are more complex. These...

read more

The Act Knowledgebase: http://kb.act.com

My experience has been that with computer software you can run into glitches. Maybe that is an understatement. As an act software user there is a great deal of information stored in the act knowledgebase. I have often found solutions to many problems using this great...

read more

ACT Layouts: My Final Thoughts

At some point working with ACT layouts can get very time consuming for the average ACT user. I have seen many ACT layouts created by my customers getting unwieldy, wild and out of hand! Bad colors can make a layout painful on your eyes. Bad fonts and spacing can make...

read more

Act and Microsoft Outlook Add-In Issues and Fixes

Act and Microsoft Outlook can communicate with each other because an add-in has been enabled within Microsoft Outlook.  That add in is called the ACT! Outlook AddIn. So why do you need to know this as an Act user? Because quite often add-ins become...

read more

My Act Toolbar is Missing

On occasion, my clients have moved or shut off a toolbar in ACT. Here is how you fix it. It is simple if you know how. Act software gives you many options. You can modify the act toolbar to show more or less information. In a roundabout way this tutorial...

read more

Installing Act-4-Outlook in Five Easy Steps

Learn How to Install and Use Act4Outlook | Act for Outlook Step One: Download and Install Act4Outlook. It is highly recommended that you close both Act and Microsoft Outlook before you install the software.  Download:...

read more

Act Groups: Group Therapy Part 2 – ID Status

Act Groups are a great way to keep your information organized and relevant.  Here is the tricky part: many people lack organizational skills. Many years ago I attended a luncheon and I never forgot what the speaker talked about. He was in the...

read more

Free ACT Add-on: Exponenciel’s New History Window Fix

I'm a big fan of using ACT's history tab instead of the notes tab for recording information about a contact. A few ACT versions back, ACT introduced an appointment option when recording a history.   When I record a history, I usually am making a call, but...

read more

Connecting ACT & Outlook: Part 2

http://youtu.be/j2AduAxSAXE Integrating ACT and Outlook Part Two. When you combine ACT with Outlook, you create a fantastic contact manager and great email program; this is a perfect solution for business owners and sales and marketing professionals.   In...

read more

Missing Act Notes

What do you do when you visit a contact in Act and realize all of your notes are missing? Recently, I got a call from the client and she said that all her act notes were missing for particular contact. When I looked at the situation I knew exactly what it...

read more

Act ID Status: Fresh Meat? Fresh Tofu?

Fresh Meat? Fresh Tofu?  I have always stated that one of the most important fields in act is the ID status field. Ideally, I always try to only have one choice per letter in any drop-down field. This makes it easier for those of us with...

read more

ACT Tabs and Lists: Add Some Color

TONY HOLOWITZ: ACT CERTIFIED CONSULTANT | 781-728-9777 This quick video shows you how to add some color to ACT to give you visual cues as to where you are in ACT. Give those tired eyes a rest. Watch my video Tutorial to learn how:...

read more

Forget About ACT

In my opinion the best way to make the most out of ACT is to completely forget about ACT. ACT is only going to be as good as the thought you put into it before you start using it. In this brief tutorial I discuss my ideas for making the most out of ACT by giving a...

read more

Take Act to the Next Level

Tony Holowitz

Act Certified Consultant | 365 Act Tips Editor