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Simple and Complex Act Lookups

Here is a very simple act tip that will allow you to quickly make more of doing a lookup in act. One of the key features of act is having the ability to look up contacts in your database. You might decide that you want to find all of your contacts in a particular...

Is Act by Swiftpage the Best CRM?

Is Act by Swiftpage the Best CRM?  I was recently asked by a long-time act user if act was the best CRM. CRM stands for customer relationship management. What do you think? Act is a tool used by many individuals and small businesses. My experience has been that it is...

Quickly Deleting a Note

How do you delete a note in ACT? In this tutorial I will show you how to delete a note in act. There might be times when you would prefer to delete something that you’ve already point in a note in act. This tutorial will show you how to delete one note or...

Act and Windows 10

In my opinion, you are crazy if you update your Windows computer to Windows 10! Let me tell you why. First and foremost this has nothing to do with Windows 10, I am hearing nothing but good things about Microsoft’s most recent version of Windows. But this is the...

Tools to Make Microsoft Outlook More Efficient

We spend so much time at work dealing with email that it only makes sense to be as efficient as possible with email. I use Microsoft Outlook and there’s a good chance you do as well. As you are slogging through all of your email have you ever wondered if...

Be Careful of Phishing Emails

I have clients that have fallen victim to the curiosity of phishing emails. Be careful. Phishing emails prey on the curiosity of people that get emails from well known companies that suggests action needs to be taken by clicking on a link in an email. For example, you...

ACT and Outlook: Is a Divorce Inevitable?

I like ACT. I like Outlook. Usually, they are good partners. Happy together. But some days they fight, and when they do it can cause a disruption. About a week ago I started having issues with ACT and Outlook, and it took me about four hours to resolve it (and I know...

AEM: Getting Started with Act Email Marketing

Act email marketing is one of many email options you have when using act. Many years ago a company called Swiftpage developed an email marketing tool or package for act software. When talking about email I always referred to it as Swiftpage. Since that time, Swiftpage...

What are Act Personal Files? Thanks John P.

After my tutorial yesterday about doing a manual act backup, Jon P. asked me to expound on the personal files option when doing an act backup. Interesting enough, this is an area that I honestly didn’t know a lot about. It was one of those things that I was...