781-728-9777 tony@365ActTips.com

Act Quotes: Creating a Quote in Act by Swiftpage

I don’t typically need to use sales quotes in my day-to-day business. My business practices are rather simple and can be explained with a simple email.

Act has a sales quote function built right into it and I have never used it. Yes, I have looked at it. Yesterday I wrote about sales quoting software for act (that also incorporates sales opportunities and Microsoft Word) and I failed to mention this fact. I don’t use sales quotes within act. To the best of my knowledge or memory, nobody that I know (that uses act) has ever asked me about it or told me that they use it. Make the I should give it another look. Or maybe I shouldn’t.

Act Quotes: Creating a Quote in Act by Swiftpage

 

Originally posted 2017-01-04 12:10:08.

Act Add-On for Financial Advisors: Act 4 Wealth

updated 9-22-17 with four new instructional videos

My first job out of college was working for John Hancock Life Insurance. I must confess, it was not my thing. If it was, I would most likely be using Act 4 Wealth, a tool for the financial services industry to help you simplify your work within Act.

Because of the fact that I do not work with a lot of financial advisors and insurance professionals, I decided to reach out to the makers of Act 4 Wealth to ask them pointed questions about the software and what it does. The first question I asked is what are the main benefits of this software from the point of view of someone in that industry, a financial professional. This is what they told me:

  1. Within act, Act 4 Wealth will help you keep track of renewals and maturity dates for whichever carrier you work with, as well as when working with multiple carriers.
  2. Compliance. This software helps you manage compliance requirements.
  3. Act 4 Wealth helps you track the services offered to your clients
  4. It also simplifies the repetitive nature of your business

Here are some videos that explain this Act add-on:

Quicknotes

Simplified Address Labels

Simplified Mailings with Household Greeting Update for Spouses

Whiteboard for Recording Information

If you would like to learn more about the software, reach out to me and I will arrange a one-on-one demo with an Act 4 Wealth expert. Thank you.

To Learn More Visit: http://keystroke.ca/apps/act-verticals-menu/act4wealth

 

Originally posted 2017-02-10 12:21:48.

Telephony4Act: The best way to record histories in Act! from your VOIP system

I had a client ask me about VOIP services and Act.

Not knowing the answer to the question, I reached out to one of my colleagues at Keystroke. Marc Norton has more experience with this and I and he directed me to an add-on product called Telephony4Act.

https://www.keystroke.ca/category/Product/telephony4act

This product was originally designed by a company called DesignR1 but is now owned by Keystroke.  Voice over Internet Protocols or VOIP is an area in which I have little knowledge. Having stated that, here is a video that describes how this software works with Act and below that are some features of the software. If you try this, I’d appreciate your feedback.


The best way to record histories in Act! from your VOIP system.

Currently works with
– Skype
– Nextiva
– Simple Signal

– and many more, please call to see if yours is included

Features include:
– Easy call buttons, and a separate window for recording your call
– Buttons that allow you to take action on an incoming call from the Call Monitor window
– Set a follow up appointment quickly and easily:
– History is recorded with each call activity, including the follow up activity.

Very simple setup, with useful controls.

The best part is, Call Monitor works separately from Act!, so you don’t have to be logged into the database to use it. This also means that if you are working on a record, you will not be interrupted by auto record switching by the app.

Please use the activation code “CallMonitorDemo” to activate the product for a 30-day trial period.

Please see the YouTube video below for a more information.

https://youtu.be/VlPwbNdz3NE

Please note: License keys for subscription keys cannot be generated by the website, and may take up to one-two business days to fulfil dependng on the product and time of order. To avoid service disruption, please do not use trial licenses up to the last minute before placing online order.

DOWNLOAD: https://www.keystroke.ca/apps/keystroke-downloads/download/4-4act-products/5-telephony4act


DesignR1 and Keystroke Announcement

In late July of 2017, Keystroke Quality Computing Inc. absorbed the business operations DesignR1. Questions about the products and services previously offered by DesignR1 can now be directed to me or directly to Keystroke. Thank you.

Originally posted 2017-09-15 08:26:21.

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 an option to have your selected fields instantly changed to those defined in your field set!  To create and edit field sets, the feature is accessed through the “Customize…” button on the “Customize Columns” dialog.
  • You can also create as many field sets as you want, select the fields each set should display, and set the order that the fields will appear in the contact list from left to right.  Once you’ve set up your sets, they’ll appear in the dropdown list
  • Upon clicking on a set, the selected fields on the right will change to the fields defined by the set

Licensing: Perpetual License

Visit: https://www.keystroke.ca/en/category/Product/listview-4act.html 

Originally posted 2017-12-20 15:56:31.

Call On CRM: Integrate Skype with ACT

Call On CRM Works with Skype

There are a wide variety of ACT add-ons available in the marketplace. On occasion I will introduce you to an add-on which I have never used personally or had direct experience with. On that note, I suspect it might be useful to certain types of ACT users. Therefore, I want to make you aware of it.

Most of the information in this post is directly from the website of the manufacturer of this add-on. If you use this tool or decide to use it please give me feedback. Thank you.

Top 10 Call On CRM Features

  • Click to Dial
  • Call Histories
  • Screen Pops
  • Call Logging
  • Call Control features
  • Digital Voicemail
  • Call Recording
  • Team Collaboration
  • SmartNumber capable
  • One-Click Layout buttons

www.calloncrm.com
Tel: 480-295-3390

 

Originally posted 2014-10-02 11:18:04.

Act! Add-ons: SnapInTools for Act!

SnapInTools for Act!

While Act! is a great product, you may find that it is missing functionalities that are important to your business operations. At ADS Programming Services, we have developed premium Act! add-ons to provide you with several important functionalities that are missing.Some of the add-ons currently offered are listed below. Click on the product name to download a trial version when available. Most of these add-ons aren’t currently available for trial, but if you are interested in one of the add-ons listed please get in touch with us.



Visit Source to Learn More:
SnapInTools for Act!


Add-ons

Description

Price

AccessChanger Changes record access from private to public or from public to private. $99
AccountNumberGenerator Populate field with unique ID numbers using field values, date components, user information, and/or a sequence number. $59
ActivityDeleter Delete activities in a date range. $149
ActivityScheduler Schedules activities based on contact fields and checkboxes. $299 (site license)
AgeToday Calculates the elapsed time (or AGE) based on the Birth Date (or other date field) and displays it in the specified field in an ACT! record. $39
AttachmentLinksUpdater Updates links when the target of the link has moved to a new Windows server.
AutoFillFields Automatically load any number of ACT! fields with values determined by the contents of some other field. $59
BatchFieldCreatorPro Define any number of Contact, Group, or Company fields and/or Drop-down lists using an Excel spreadsheet holding your desired field definitions. Will also define Opportunity fields in ACT!2010. $129
ClearActivityAlarms Clears the alarm from activities in the specified date range. $49
CompanyInfoToContacts Copies fields chosen by the user on the current company record to the contacts who are members of the company even if they are not linked. $99
CompanyLookupFromContactLookup Creates a lookup of companies from the current Contact lookup. $99
CompanyMaker CompanyMaker places a link on the Tools menu that will create companies from the current contact lookup in Act! and link the contacts to the companies. If the company already exists CompanyMaker will just link the contact to the company. The trial version will only run on the first 5 records in the lookup. $99
CompanyMakerPro CompanyMakerPro adds the ability to copy other fields from the contact record to the company record than the standard address fields, provided that the fields are named the same in the contact record and the company record. $199
CompanyNotesToContactHistory Copies Company Notes to the History tab of the Contacts that are members of the company. $99
CountHistoryNotes Counts the notes on the history tab. $99
CopyFieldsContents Copies the contents of any set of Contact, Group or Company fields into another set of fields on the same record. $89
CopyNotesToHistoryPlugin Copies Notes from the Note tab to the History tab on the Contact record. $299
CopyOpportunitytoLookup Copy a selected Opportunity to all Contact records in the current lookup. $49
CopySystemField Copy those inaccessible “system” fields on your ACT! Contact, Group, Company or Opportunity records into specified fields. $49
DeleteCompanyLookup Delete all the Companies (and associated Divisions, if desired) in the current lookup of an ACT! database. $99
DeleteDuplicateNotesHistory Deletes the second note or history if two notes or histories have duplicate date, time and regarding fields. $199
DeleteGroupLookup Delete all the Groups (and associated Subgroups, if desired) in the current lookup of an ACT! database. $99
DeleteHistoriesByType Deletes histories based on the type of the history, the date range and optionally contents of the regarding fields. $99
DeleteHistoryNotes Deletes the notes created by CopyNotesToHistoryPlugin if you want them removed. $49
DeleteTeams Deletes teams that can’t be deleted manually. $99
DrivingDirections Puts a button on the toolbar that launches the driving directions menu item. $99
EditAppendField Add or remove text to or from a multi-select dropdown field on every record in a lookup. $69
FieldCalculator A full-feature “calculator” that uses numeric constants and the contents of fields from ACT! records to perform simple or complex calculations, and save the results into the specified ACT! field. $59
FieldRenamer User creates a three column tab delimited text file and the program renames the fields in the Act! database to reflect the field names in the columns, so Contact, Company, Group and Opportunity fields can be renamed. $99
FileLinker Create “clickable” links to one or many files in a history or note entry. Create these links for one or many contacts simultaneously. $39
FixPhoneMasks Applies the default phone mask to all phone fields on all contacts in the current lookup. $79
FixPrefixSuffix Fixes the First Name, Middle Name, Last Name problems associated with doing a conversion or an import with a missing suffix or prefix. You add the suffix and the prefix to the list and then run the program and it fixes the names. $99
GroupContacts Reads a two column text file with one column of group names and one column of contact names and statically adds the contact to the group. The file must be a tab delimited text file with the group name in the first column and the contact name in the second column. $99
GroupCreator Creates groups based on the values in a tab delimited text file. Column 1 is the Group name. If there is a 2nd column it creates a subgroup to the group in Column 1. If there is a 3rd column it creates a subgroup to the subgroup in Column 2. This allows you to create groups that you can later import data into. $99
GroupMaker GroupMaker will create groups automatically and populate them with contacts based on the contents of the fields in your Act! database. $49
HelpLink Creates a menu entry at the bottom of the Help menu with your company name (or whatever you want) and a hyperlink to your website (or wherever you want). $199 (site license)
HistoryArchive HistoryArchive writes history types selected by you from your Act! database within a date range you also select to a Microsoft Word document, and then saves each document as an attachment to the contact record. $399
ImportContacts Imports Contacts from an Excel file into Act! using an Excel file for a map. The program can be run by the Windows Scheduler. $99
ImportSecondaries Imports Secondary Contacts from an Excel spreadsheet matching on the Contact field. The Excel file must be in the format of the Secondaries.xls file. $99
ImportSecondariesByUser1 Imports Secondary Contacts from an Excel spreadsheet matching on the Contact field. The Excel file must be in the format of the Secondaries.xls file. This one matches on the User 1 field. $99
ImportUsers Imports Users from an Excel spreadsheet, create them in Act!, set up various parameters and add them to teams. $99
JointSalutation Automatically create a “joint” Salutation for couples, partners, agents, or any pair of fields using the values from two user-selected fields, connected by a user-specified string (e.g. and). $39
LimitedAccessByGroups Sets limited access of all contacts in the current lookup to a team called Admin. This effectively resets access to administrators and the record manager to remove users whose access have changed. $99
LimitedAccessManagerPro Define the Access List for all the Contact, Company, or Group records in the current lookup. $129
LookupBadEmails Creates a lookup of contacts with email addresses with problems. $199 (site license)
LookupContactsInCompanies Create a lookup of all the Contacts that belong to any of the Companies in the current company lookup, or any of the Groups in the current Group lookup. $29
LookupMenus Lets the user add their own menus to the lookup menu bar. $199 (site license)
LookupMissingContacts Compares two databases and finds contacts missing in the current database that are in the second database. $199
MapAct! Provides a basic interface between Act! and MapPoint. $99
MiddlePane Adds a middle pane to Act! (Written by Act! – source code on Devnet). Free
NetLinksForAct! NetLinksForAct! adds Internet links to the Online menu in Act! Free
OpportunitiesAbound Create an opportunity for each of the contacts in the current lookup based on the currently active opportunity or one of any number of templates you define. $49
OutlookSendReceive Puts a button on the toolbar that makes Outlook do a send/receive. $9
PromoteAllSecondaryContacts Promotes all of the secondary contacts in the database to primary contacts. $99
Proximity for Act! Proximity for Act! creates a lookup of Contacts within a specified distance of the current contact or a zip code. $99
RefreshContact Resolves the date problem by refreshing the view when switching contacts. Free
RemoveFromGroup Remove the static membership oz all the contacts in the Current Lookup from any selected Group in an ACT! database. $89
Select-A-Quote Select which previously designed and saved quote template to use as the “default” template for the next “Create Quote” operation. $29
Scripting for Act! Adds event based scripting back into Act! $79 per user
ShoppingFromAct! ShoppingFromAct! installs a menu item on the online menu, a toolbar button and optionally a quick launch button and a shopping tab in Act! to link to a shopping site on the web. Free
SortAttachmentsByDate When the dll file is placed in the plugins folder, if a user logs into Act! and goes to the Contact List View and back to the Contact Detail View, they can now sort attachments on the Documents tab by date. $99
StartupLayout Sets the default layout for the Contact Detail, Group Detail and Company Detail views. $199 (site license)
StartupViews Plugins to make Act! start up in the Company view, Group view, etc. $199 (site license)
StringReplace Replaces characters in a field, appends and changes case. $79
TerritoryManager Changes the record manager on the various types of records in Act!. $199
Today Today will put today’s date in the field of your choosing. You can use Today as a trigger by using the following format: today /field=50 Free
UpdateLinkedContacts Places an icon on the Company List toolbar that will update all of the linked contacts of all of the companies in the current company lookup. $199 (site license)

Originally posted 2017-02-28 15:13:33.

So Many Act Add-on’s: So Little Time

One of the things that I have always loved about Act software is the ability to expand its capabilities using add-on products.

Full Disclosure I am a partner at Keystroke and below is a list of the many add-ons that they have created and own. In addition to the add-ons listed below, other add-ons are available from other high-quality companies. The best way for me to help you interpret what tools might benefit your company is to speak to me about the way you use Act.

The list below is there to get your imagination going. The list below is there to make you start thinking differently about Act. What are all these tools? How can they benefit me? Are they worth the time and expense of implementing them?

Act is inexpensive off-the-shelf software with limitations. Developers have looked at those limitations and developed tools to overcome them. Just to be clear, all software has limitations.

Call me to Discuss: Tony Holowitz | 781-728-9777

Our Software Products

Whether you’re looking for industry verticals or feature horizontals, Keystroke has one of the largest selection of Actcessories on the market

As the largest reseller of Act! in the world, we’re often called upon to develop software solutions when Act! cannot do the job out of the box. These solutions have ranged from simple integration solutions, to free standing applications that work with Act! to improve our customer’s user experience.
Keystroke developed the Act4 line of vertical products to help professionals in certain industries, namely wealth management, mortgage brokering, real estate, tech support, and marketing, a little bit easier. The Act4 products have employed extensive industry feedback to build Act! solutions that fit these professionals business needs like a finely tailored suit.
Keystroke also developed the 4Act! line of horizontal products which offer utilities such as Importers, Telephony, Custom Tables, Automation, enhanced Office Integration, Quoting Tools, Deduping, and much more. The following represent a list of some of our more popular “Actcessories” we’ve developed in recent years, and are currently available for purchase or download:

Software Development

Not all customers Act! integration needs are the same, and frequently we’re called upon to develop an application tailor made to suit one business’s unique requirements.
The development team at Keystroke has years of experience developing custom Windows & Web applictions for Act!, when the core product does not fit exactly as needed. The projects can range from custom crystal reports, to macro buttons, to full-fledge applications that run within Act!, and are tailor-made for a specific business’s needs. Whatever the case, Keystroke has the developers to deliver a solution for you.

  • Act! add-on development allows you to customize the Act! application precisely how you need it, with feature and security options not otherwise available within Act!
  • SDK Development
  • Our extensive knowledge of the Actcessories available can help you save time and money
  • Advanced custom table development and scripting can double the value of the Act! application.

Originally posted 2018-07-30 14:39:07.

Getting Started with Impact Suite: Learn Contact List Plus First

When I teach people Microsoft Office I always suggest that they start by learning Microsoft Word. The fundamentals you’ll learn in Microsoft Word will carry over to all the other products you use within Microsoft Office.

The contact list in ACT is something that all ACT users use at some point in time. If you do a simple look-up in ACT it will return the results in ACT’s contact list view.  Therefore, I strongly recommend that you start learning Impact Suite by learning Contact List Plus. If you learn this tool and some of the ways it functions you’ll be able to figure out almost everything else on your own.

Learning Contact List Plus gives you the fundamentals you’ll need to make the most of Jim Durkin’s Impact Suite.  Watch these videos to get started:

Originally posted 2014-04-30 12:31:41.