781-728-9777 tony@365ActTips.com

Swiftpage Is Confusing Their Long-time Act Customers

When you enroll in act’s new subscription model Act Premium Cloud service you get the best of both act worlds.  The Cloud and on act your Desktop (just like you are used to using)!

I have received a number of phone calls from long time act users that are confused by the way the sales staff at Swiftpage Act are explaining act’s new premium cloud subscription service. It seems as if act is pushing people to the new web-based cloud service. What I’m finding is that dedicated act users find the web-based version of the software just different enough to question whether or not they want to subscribe to act. They are left feeling like it might be time to look for another piece of software.


That is a shame, let me explain why.

Let me be clear, when you subscribe to act premium cloud you also have access to the traditional act for desktop software. My experience has been that they don’t do a good job of making this point clear. You do not have to compare apples and oranges. If you like chocolate, you don’t have to settle for vanilla. If you like the desktop version of act better, no problem. People are coming away from the conversation thinking their only option is the act premium cloud web-based version of act. Trust me, it is not.

Let me explain how Act Premium Cloud works.

You will take your existing act data and you will upload it to the cloud. This will give you the ability to access all of your act data on any device that has Internet access. If you would like to have act on your desktop, you can download and install the act desktop version as well. Next, you can create a remote database for the desktop version of act. The remote database is simply a database that can be synchronized with the web version of act.

Let me create a few scenarios to explain this concept.

You have your act database in the cloud and on your desktop. You can then schedule act on your desktop to synchronize automatically once a day with act in the cloud. All the changes you make working in your office today will synchronize to the cloud version of act daily. If you don’t leave your office for 30 days, or 60 or 90 days for that matter, no problem.

Next, you go on vacation and the only computer you have access to is someone else’s and you need to access your act data. No problem. Simply open a web browser and navigate to the web-based version of act that has been set up for you. Work like you were sitting in your office. When you get back to your office and synchronize your desktop version of act everything will be in perfect order. In other words, regardless of where you work, on the web or on the desktop, everything is just as you need it.
It really is just that simple. So don’t be confused. If you are confused or have questions give me a call.

Originally posted 2016-05-18 16:16:18.

The idea of spending $2400 on Act software every year is crazy! Or is it?

A client called me to buy a new license or subscription for Act Premium Cloud and I talked him out of it.

He currently has one subscription and he felt he would need a second subscription in order for his assistant to do work on his behalf. The key question is this: how important is it to be able to distinguish between items that he created and items that his assistant created?
When you buy Act Premium Cloud you can access your database via the web. You can also download and install the Act desktop software on two computers. For example, you might want to have Act on your desktop (or primary computer) and a second laptop computer. The potential exists that his assistant could use the second computer and login as him: John Smith.

Everything is assistant does will have John Smith’s name on it. If it is important to be able to distinguish who does what, for example who created that note in Act, then a second license would be appropriate. But in this case, I just want my client to get the full benefits of using Act Premium Cloud.

Originally posted 2019-06-05 15:02:58.

Act quick Tip: What is the name of your Act database?

On occasion I will ask a client what the name of their Act database is and they do not know the answer to that question.

To determine the name of your database simply look up in the top left corner of Act when your database is open. On the title bar, you will see the name of your database. In this example my database is called Act_tips_2018.  I do recommend you write it down for future reference in case you need assistance with Act.

Originally posted 2019-05-20 10:31:47.

My Free Computer Training Tutorials at Teach an Old Dog New Tricks

365 Act Tips is not my only website that tries to inform and educate software users.

I have also created a website called www.teachanolddognewtricks.com. It offers more than 80 hours of free computer training videos and tutorials.  Here is a sampling of what you can find on my website:

Originally posted 2017-03-05 11:52:29.

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 of training classes. One of those training classes which is completely free is QuickBooks. If you would like to learn QuickBooks or update your QuickBooks skills please take a look at these classes.

Here is the link to the classes: http://teachanolddognewtricks.com/category/quickbooks-tips/

Here is the first video in the series:



Originally posted 2015-04-21 16:26:21.

Act’s Last Email Field

Act’s Last Email Field is one of the most important fields in your act database.

Let’s face it, sending email to a number of contacts in ACT is easy and can be very productive. But it is important to make sure you know the last time you sent an email to a contact in ACT. It doesn’t matter whether or not you sent the email directly from ACT or from Microsoft Outlook.

When I talk to new clients about act, I always tell them that act will tell you a story if you let it. After you have been using act for a period of time you can look back on what has taken place with your contacts. A story unfolds.  Because sending email is such a relevant part of our day-to-day business as it pertains to working with contacts, it is vital that you understand the relevance of the last email field in act. To oversimplify, this will tell you the last time you sent an email to a contact.

In this tutorial I will show you why the last email field is so relevant and in my opinion so important.

Originally posted 2015-01-20 13:46:59.

7 Apps to Connect to Act! using Zapier

Act! Premium helps you organize all your contacts in one place so you can prioritize your day and market your products and services more effectively, helping to drive sales results – ultimately, creating customers for life. Start using Act! today.

Are you looking to take back time to focus on what you love rather than being bogged down by tedious tasks? Did you know that you can now connect Act! with many of the other online business optimization applications you are already using? Zapier makes this all possible. Start connecting your apps, automating tedious tasks, and making the most out of your contact management system today.

Source: 7 Apps to Connect to Act! using Zapier | This is from ACT.com and Written by Mallory Bowers.  Thanks Mallory!

Here are all the new ways you can save time with Zapier automation:


Building online forms can be difficult, tedious and time consuming. Enter Wufoo. A (free) service that makes it easy. Wufoo’s form designer can help you create any kind of form you can think of: contact forms, online surveys and invitations so you can collect all the data, registrations and the payments you need. With this new integration, Zapier can automatically create contacts within Act! from new Wufoo entries.

QuickBooks Online

Businesses of all sizes need accounting software to keep their finances in order. QuickBooks Online is the web based version of the popular accounting software QuickBooks, which allows you to organize your finances in one place, record sales and make sure you get paid, keep track of the money you spend and connect bank and credit card accounts so you have everything in one view. Integrate QuickBooks Online and Act! with Zapier, and create new contacts within Act! directly from new QuickBooks Online contacts.


SurveyMonkey allows you to quickly and easily create and send online surveys with real-time reporting capabilities. With this new integration, Zapier can automatically create new contacts within Act! from completed surveys and add notes from the answers provided – no more copying and pasting from app to app.


Eventbrite is an easy to use event management tool that allows you to promote, manage and host successful events. Make Eventbrite and Act! work together with the new Zapier integration. Now you can connect your event attendee information to Act! with only a few quick clicks. Zapier will create a new contact in Act! for every new event attendee.


Slack is a platform for team communication – meant to cut down on time spent checking your email, and brings everything into one centralized place. It allows you to chat with your whole team in public or private channels or one-on-one if you prefer. It is instantly searchable and allows you to share documents and other files. Now you can connect Slack and Act! with the new Zapier integration to ensure a more productive workday.


PayPal is an easy and more secure way to send or receive money, make online payments and/or set up a merchant account – perfect for your (online) small business. The new Zapier integration can automatically create new contacts within Act! from new PayPal transactions.

Google Contacts

Do you use Gmail personally or professionally? Google Contacts – your Gmail address book – allows you to keep track of all your contacts, track your previous interactions with them, and is integrated with all other Google products. Never miss an opportunity to add a potential customer to your Act! database – the Zapier integration will automatically create a new Act! contact from new Google Contacts.

Source: 7 Apps to Connect to Act! using Zapier | This is from ACT.com and Written by Mallory Bowers.  Thanks Mallory!

Originally posted 2017-03-29 10:41:22.

Contact List Lines

This quick tutorial shows you how to make Act’s contact list easier on the eyes.

In this tutorial I will show you how to add lines to ACT’s contact list. Now for those of us that need reading glasses you might find this tip fantastic. If you use act all day, or for that matter you are on a computer all day, looking at the computer screen is easier on the eyes and better for your health. So at some lines to it!


Originally posted 2014-09-29 15:44:22.