781-728-9777 tony@365ActTips.com

Customize Act Layouts: Act Fields 13 Types

Act has many different types of fields that you can use to customize your act layouts.

In my opinion one of the greatest things about ACT is the way you can customize it for your business or organization. As I have stated in the past, one of the most important things you can do to make ACT effective is to completely forget about ACT. Think about the things that are important to you and your organization and use ACT to help you manage that information. Being aware of the different types of fields that ACT will allow you to create can help you imagine a layout in ACT that will suit your needs perfectly.

In this tutorial I will illustrate 13 different types of ACT fields that you can use to make ACT a great tool for you.

Free Act by Swiftpage Training and Tips: Act Fields 13 Types to Customize your Act Layouts

Originally posted 2016-04-08 08:31:32.

Sending Text Messages from ACT: ACT Mobile Messenger

ACT Mobile Messenger allows you to send text messages directly from ACT and is a tool that I see has many uses.

When I spoke to Duane Smith, owner of ACT Mobile Messenger, his passion for his product was infectious and I urge you to try his product if you have a need to text from ACT.  Website: www.actmobilemessenger.com

I often review ACT add-ons that I have not used personally and don’t believe I’ll use in the future. Frankly, I just don’t have a need for what they do or accomplish. Having stated that, I still want to make you aware of these products so you can sample them and see if they fill a need in your business or life.

Watch my video for more information on Act Mobile Messenger:

Originally posted 2015-07-29 06:39:57.

Dragon NaturallySpeaking and Act: Part 1

I have been using Dragon Dictation via Dragon NaturallySpeaking for approximately two years. Does it work? Yes. It is like taking on a new language and learning the quirks and ways of speaking.

Is it worth it? In my opinion, yes.

From a business point of view I use it primarily to dictate articles that I post online and emails that I send to a client. I find it is easier to dictate my thoughts then it is to write notes on paper and then translate it to my computer.

Can you use act in Dragon NaturallySpeaking together?  Yes.

From Dragon’s YouTube Channel: Dragon NaturallySpeaking is the fastest and most accurate speech recognition software available for the PC. Dragon transforms the PC experience by turning your voice into text and actionable commands much faster than most people can type. By making navigation and text-entry tasks dramatically faster and easier, Dragon 13 allows you to reach your full potential by helping you get more done on your computer – simply by speaking.

In my next tutorial, I will illustrate how you can use act software and Dragon NaturallySpeaking together. Belowis a short video on how Dragon naturally speaking works.


Originally posted 2016-11-01 08:37:19.

Summertime is a Great Time to Audit Your ACT Database

Kickback and Relax with Act this Summer

tony-holowitz-photography-15-2-jpgMy experience has been that for many businesses the summertime is a little bit more laid-back and a little bit slower. Now I know this doesn’t apply to all businesses, but many businesses are impacted by the lazy, hazy simple days of summer. I live in the greater Boston area and people head for the mountains, the seashore or both. In the not-too-distant future I’ll be heading to Cape Cod with my family.

Lazy Business Days of Summer

If you own the type of business that slows down during the summer I feel this is a great time to start auditing your ACT database. Many ACT users have no idea who they have in their ACT database. Who were the contacts that are slipping through the cracks? Who are the contacts you haven’t emailed or called in quite some time? If you needed to get our urgent communication out all your prospects or clients would you be able to do that?

Act can tell you a story, if you let it

In my opinion, the most important field in act is the ID status field. Why? The ID status field is where you can define who a contact is. If you can look up contacts quickly and efficiently you can easily communicate with those contacts. For small businesses, having an email address is a great equalizer because you have the ability to get your message out almost immediately. If you need to look up all of your clients and inform them that you are going to be for be away for a week can you do that?

I love working with people to help them audit their ACT database.

Spend an hour with me and I’ll give you some insights that you probably never thought of in regards to ACT and I will give you some thoughts about how to look at your information that sits there. The more you know about who you have in your ACT database the easier it is to make plans and goals for the coming months and years. Maybe your goal is to send them an email every other month. Maybe your goal is to go visit them once a year. Maybe your goal is to call them every six months. Regardless of your goal or set of goals, it is imperative that you have a keen understanding of your ACT Database. Auditing your ACT database is not difficult if you know the proper way to look at your information. That’s where I can help.

Audit Your Act Database Today

The summer time is a little bit lazier in my neck of the woods and I find this is a great time to sit back and slowly evaluate who you have in your ACT database. I suspect, there is a good chance that this exercise will lead you to a reconnect with some contacts that have slipped through the cracks. I wouldn’t be surprised if a call or an email to those contacts results in some new business in the future. So kick back, relax, and have some fun evaluating your database.

I’m here to help if you need my assistance!

Originally posted 2015-07-01 03:46:37.

The Act Reports Menu

If You Love Reports, You Will Love Act’s Reports Menu

In this tutorial we will take a look at the reports menu item in Act software. I will take a look at the report options and things you should learn about and consider before using reports. I will also talk about printing reports and sharing reports with others. If you have questions please contact me Tony Holowitz 781-728-9777. Thank you.

Originally posted 2019-09-03 08:13:45.

Handheld Contact for Act: Sync Act Data to your Phone or Mobile Device

When people ask me the best way to transfer information from ACT to a smart phone or mobile device I always suggest Handheld Contact.

Handheld Contact Free TrialMy experience has been that once you set it up it just works. Handheld Contact works with Apple iPhones and iPads, Android smart phones and tablets and Blackberry smart phones and tablets.  I have compiled some video tutorials from fellow actors that I hope you find helpful.  Handheld Contact is $79 per year and offers a 14 day free trial that you can take advantage of by visiting www.handheldcontact.com.

There are a few steps that you need to address when you first set up Handheld Contact:

  • Decide which contacts to sync
  • Setup Handheld Contact on your computer
  • Setup Handheld Contact on your mobile device
  • Get familiar with Handheld Contact on your mobile device

Handheld Contact Professional Product Tour

iPad Sync

Originally posted 2015-01-27 14:52:16.

Download Act Updates and Hot fixes

There is a difference between updating act software and upgrading act software. As an act software user you are entitled to free updates and hot fixes that act by Swiftpage releases on occasion.

It is important to know that it isn’t always wise to apply these updates and hot fixes on a company network. In other words, make sure a qualified act consultant advises you on best practices for updating act software. Having stated that, individuals should update their software if they are experiencing issues or is the update or hot fix solves a problem. Most software programs are always evolving and act software is no different.

To learn more about updates and hot fixes please visit act’s download page.

Here is a link to Act’s download center: http://www.act.com/support/download-center/

International Product Downloads

Originally posted 2016-02-09 15:18:59.

The Act Emarketing Menu

Act’s Email Marketing Options Have Changed So Make Sure You Call me to Discuss Your Options

The Act E marketing menu option is somewhat outdated because there is a new option for sending emails within Act. It is called Act marketing automation and if you are just starting this process of sending emails directly out of Act this is the best option. You can also use Microsoft Outlook for sending emails as well. The bottom line is this, review it with me so we can discuss your ultimate goal and purpose for sending out an email in the first place. Tony Holowitz 781-728-9777

Originally posted 2019-09-03 09:14:14.