781-728-9777 tony@365ActTips.com

What is the My Record in ACT?

The My Record in Act is all about You.

When you open up act the first thing you see is your contact information. This is what act calls the My Record. If you are an individual user of act this is a great tool for keeping personal information. For example, when I book an appointment with my doctor I don’t create a new contact specifically for my doctor, I simply schedule an appointment with myself for that appointment. Sometimes I don’t feel the need to create a contact for every appointment or matter that I feel is worth scheduling. So I schedule things with myself via the My Record.

How about an Act Database with Multiple Users?

In a bigger company with multiple act users, the My Record is used as a tool to track who does what and when in act. For example, if you make a call to a contact and record it, others will be up to see that it was you that made the call because of the My Record. If you make a note or record a history that is there as well. In essence you are user of act and the My Record identifies you as such.

Sometimes when I’m in the middle of act I will do a lookup of the My Record (Lookup | My Record), to quickly get back to me to get centered and to recoup my thoughts and next steps. Make sure you have filled out all of your contact information for the My Record so that it is complete and thorough.


This short tutorial explains what the ACT My Record is and its importance. This is especially true if you work in an ACT database with multiple users.

Originally posted 2015-06-24 07:05:33.

Sending an Invitation Email from Act

Sending an invitation email from Act when you schedule a call, meeting or to do in Act is simple.

There is nothing worse than scheduling something and having the person on the other and forget about the event. When I schedule a meeting I like to send a meeting invitation to the person or people that it is scheduled with an Act. This does two things: first it solidifies the meeting time and second I believe it displays your professionalism.

In the video below I have outlined how to do this via creating a meeting in Act. Please note, although I did not mention it you can do the same thing with calls and todos. My goal when sending an invitation is to make it abundantly clear when we are to meet and to solidify the commitment the person on the other hand has to our meeting.

Please contact me if I can answer any questions for you. Respectfully, Tony Holowitz: 781-728-9777

Originally posted 2018-01-24 14:45:50.

eGrabber Account Researcher

This tool gives you the ability to find missing contact information.

Account Researcher is a tool that can be used to scrub the Internet for contact information such as email addresses and much more. Virtually all of my ACT clients are missing contact information that is important running their business. Account researcher gives you a seven day free trial and is approximately $79 per month. Depending on the nature of your business one updated contact could easily pay for this tool. My major concern for this product is how it might impact the terms of service of a website such as LinkedIn.  If your prospects have a web presence, you will likely have better success with this product.

Account Researcher is worth a look: http://www.egrabber.com/accountresearcher/

 

 

Originally posted 2014-12-02 12:39:10.

Act Error Messages: How to Resolve Them

When you purchase act software you expect it to work flawlessly, but sometimes it doesn’t.

One of the key selling points of act is that it works with Microsoft Office; Word, Excel and Outlook. Most of my clients use Microsoft Outlook with act to send and receive email. I have clients that use Microsoft Office 2003, 2007, 2010 and 2013. In addition to that, newer versions of Microsoft Office include standalone software or click to run software. I’m not going to bore you with the details and differences of each except to say these differences can have an impact on how successfully act interacts with each version. In addition to Microsoft Office, there are many versions of act that people use. This only complicates the matter.

Before you complain that all of these things should work together flawlessly please consider the following: imagine if you had to make a product that worked on every model of car regardless of the year it was produced. That would be daunting. The point of this post is not to defend the industry when it says software is supposed to work together. I’m merely pointing out that if you look at software as a challenge it will make it easy to see through the haze of compatibility issues.

I have seen issues with act and other software that is dependent on the operating system of the computer you use. For example, I am personally having an issue with act 17.1, Microsoft Outlook in Windows 8.1. So what do you do when you run into a problem?

How do you solve act technical issues?

Using software such as act is like owning a car, sometimes it breaks down. If you are working with an act certified consultant I would start by submitting an email to that consultant with the specific error message you are receiving. Our experience and technical insights can save you a lot of time when it comes to solving the issue. Many issues are simple fixes; some are more complex. I am not here to say that you could solve the issue, but what may take you a day could take us minutes.

Do it yourself

If you are technical person and have time on your hands, act has a knowledge base with information about many common technical issues. You can find that knowledge base here: http://kb.swiftpage.com/. Type in the air message you are receiving and hopefully you will find a simple fix.

Everything was working fine

One of the most frustrating types of technical issues is when it appears out of the blue. My experience has been that sometimes Windows updates can create problems that were not there yesterday. Earlier, I had suggested how difficult it would be to create a product for a car when you had to take into consideration making that product work on all makes and models, and all years of vehicles. The next time you have any type of software issue please try to keep it all in perspective and I think you will have a better experience trying to resolve the issue. Most act consultants do not like having to fix these types of issues because we have so much that we want to help you with that leads to a better and more positive experience.  Having said that, we are here when you need us.

Originally posted 2015-04-13 12:26:30.

Understanding Security Roles in Act: As your business grows, know your Act Options

Small businesses are confronted with organizational issues as their business grows. Maybe they’ve hired new sales staff and/or employees and they need them to be able to access act. What are their options? How do you make sure your data is safe in the office and on the web? Most of my clients are small businesses that don’t have a great deal of time on their hands. In other words, they cannot take the time to become act administrators and database managers.

Having stated that, it is still important to understand that act is powerful enough to be flexible and secure your with your data. In this day and age, that’s important. Below is some much more detailed information about act and security levels. Reach out to me if you have questions.

Question: What are the different security levels and their associated permissions available in Act!?  Security Roles in ActThere are 3 different types of Security in Act!: Database Level, User Level and Record Level security.

From the Act  Knowledge Base Answer ID 15284   |    Updated 12/07/2015 05:59 PM

Database Level Security:

Database Level Security is designed to only allow users with login access to open the database. Users must validate their login information through a currently active user name and password. Users can exist in the database but might be marked as Inactive, which would prevent them from opening the database. This also prevents users who are not members of the database from viewing the data, as they will not have a user name and password.

Single user databases do not require the user to log in. However, adding a password to the single user will then require the user to enter their user name and password when opening the database. Multi-user databases will always require each user to log in with their individual login information.

Act Premium Cloud Logo 6-2015User Names:
By default, user names will match the Contact field of the ‘My Record’. User names are not case sensitive.User names can be changed by Administrator level users only.
Passwords:
Passwords are not required and unless there are security reasons for using a password, it is recommended that a password not be created. When creating a user, or when changing the password on an existing user, the password field can be left blank. When a password is blank, typing anything into the password field will produce an Invalid user name or password error when logging into the database.
For more information on Managing Users, please refer to the following Knowledge Base document:

For ACT! by Sage 2006:

Title: How To Manage Users in Act!
Answer ID: 15283

For ACT! by Sage 2007 and later:

Title: How To Manage Users in Act!
Answer ID: 19474

User Level Security:

There are 5 different User Security Levels in Act!. Each of the 5 levels have different access rights which are described below:

Administrator – The Administrator Security Role is designed for users who need to have access to all sections of the program. When a database is created, the first user is always an Administrator (this can be modified at a later time). Administrator is the highest level of access and is reserved for those users that are responsible for database maintenance, backup, restore and other general database management. The only information the Administrator does not have direct access to is the private data of other users. Administrators do have the ability to change the passwords of other users.

Manager – The Manager Security Role grants access to all primary functions within the program. Manager users have nearly the same access as the Administrator but are limited in some of the database management and maintenance tools. Managers have access to all things the Administrator does, EXCEPT for the following: Manage Users, Delete Database, Database Maintenance, Restore Database, Administer Custom Tables, or View/Archive Logs.

April-2015 (199)Standard – The Standard Security Role is designed for users who only create, and modify their own records, companies, and groups. Standard users do not need to manage the contacts of other users. Standard users can delete records only if they are the Record Manager. Standard users will also have the ability to modify menus, toolbars, reports, and word templates but will not be able to add fields or modify the layout. In addition, Standard users are not able to setup synchronization.

Restricted – Restricted users have very limited access to the database. A user with the Security Role of Restricted will be able to add contacts, create activities, and create Sales opportunities. Restricted users also have the ability to create Activity series, and run Reports. However, a restricted user cannot add companies or groups and cannot delete data even if they are the owner. Furthermore, restricted users are not allowed to modify any portion of the database, including menus, tool bars, and layouts. Restricted users will still have access to E-mail and Fax features.

Browse – Browse users have the most limitations. Browse users are only able to view database information and cannot modify this information in any way. However, a user with the Security Role of Browse will still have access to Reports and Word Processing functions. All other functions are disabled for Browse users.

Note: Restricted, or Browse users may not initiate a Synchronization.

Additionally, custom permissions may be granted by the Administrator to Manager and Standard users to allow them to perform additional tasks within Act!. These custom permissions are:

  • Accounting link tasks – Allows the user to install and use an Accounting/back-office link.
  • Handheld device sync – Allows the user to synchronize Act! with handheld devices.
  • Remote administration – Allows the user to back up, restore, and check and repair a remote database they belong to.
  • Manage Sync Subscription List (ACT! by Sage 2009 and higher) – Lets a remote database user add and remove contacts from their sync set
  • Export to Excel® – Allows the user to export data in a list view to Excel. (Premium versions only)
  • Delete records – Allows the user to delete contacts, companies, groups, activity series, notes, histories, opportunities, and secondary contacts the user owns. (Premium versions only)
  • Emarketing Web to Lead – Allows a standard user to use Web Leads as if they were an Administrator
  • Emarketing Administration – Allows a standard User to administrate and use Act! emarketing as if they were an Administrator


These permissions are set in the Manage Users – Add Permissions dialog box:

 Additional Permissions for Manager and Standard User Roles  


The following charts show specifically what features that each different Security Role has access to:

Contacts:

Administrator
Manager
Standard
Restricted
Browse
Create/Edit Contacts
X
X
X
X
Delete “My Contacts”
X
X
X
Delete Other User’s Contacts
X
X
Move Contact Data
X
X
Manage Other User’s Contacts
(change Record Manager and control access)
X
X
Promote Secondary Contacts1
X
X

X


Opportunities:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Opportunities
X
X
X
X
Delete “My Opportunities”
X
X
X
Delete Other User’s Opportunities
X
X
Manage Opportunity Process
X
X
Manage Opportunity Products
X
X
Manage Other User’s Opportunities
(change Record Manager and control access)
X
X


Companies:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Companies
X
X
X
Add / Link Contacts to Companies* X X X
Delete “My Companies”
X
X
X
Delete Other User’s Companies
X
X
Manage Other User’s Companies
(Change Record Manager)
X
X

*Standard users can only link Contacts to Companies when they are Record Manager for the contact.

Groups:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit Groups
X
X
X
Delete “My Groups”
X
X
X
Add Contacts to Groups* X X X
Delete Other User’s Group
X
X
Manage Other User’s Groups
(Change Record Manager and control access)
X
X

*Standard users can only add contacts to Groups they have access to

Activities:

Administrator
Manager
Standard
Restricted
Browse
Create / Edit / Delete “My Activities”
X
X
X
X
Manage Custom Activity Types List
X
X
Manage Priorities List
X
X
Manage Resources
X
X
Update Activities with Outlook
X
X
X
X
Create / Edit Events
X
X
Edit Delegate for All User’s and Resources
(cannot be removed)
X
X
Schedule For (any users)
X
X
Schedule For (when granted specific access)
X
X
X
X


Activity Series:

Administrator
Manager
Standard
Restricted
Browse
Run Activity Series
X
X
X
X
Create / Edit Activity Series
X
X
X
Delete My Activity Series
X
X
X
Delete Other User’s Activity Series
X
X
Manage Other User’s Activity Series
(Change Record Manager)
X
X


Reporting:

Administrator
Manager
Standard
Restricted
Browse
Run Reports
X
X
X
X
X
Create / Edit Reports
X
X
X
Delete Reports
X
X
X
Delete Other User’s Reports
X
X


Communications:

Administrator
Manager
Standard
Restricted
Browse
Enable Email
X
X
X
X
Enable Telephony
X
X
X
X
Enable Word Processing
X
X
X
X
Create / Edit Word Processor Templates
X
X
X


Data Exchange:

Administrator
Manager
Standard
Restricted
Browse
Import Data
X
X
Export Data
X
X
Export to Excel® X X X


Customization:

Administrator
Manager
Standard
Restricted
Browse
Access Layout Editor
X
X
Customize Menus / Tool bars
X
X
X

 

User Management:

Administrator
Manager
Standard
Restricted
Browse
Manage User’s
X
Reassign Contacts / Activities / Opportunities
X
X
Manage Teams
X
X


Database Management:

Administrator
Manager
Standard
Restricted
Browse
Run Act! Update
X
X
X
Access All Non-Private Data
X
Lock/Unlock Database
X
X
Delete Database
X
Database Maintenance
X
View / Archive Logs
X
Customize Fields
X

X

Administer Custom Tables
X
Backup Database
(Does not include Backup Remote Database)
X
X
Restore Database
(Does not include Restore Remote Database)

X

Edit Duplicate Checking Settings
X

X

Enable/ Disable Allow Files/E-mails Attachment to Database
X
Enable/ Disable Allow History/Notes Editing
X

X

Set Contact Name Preferences
X

X

Set Company Creation Preferences
X

X


Synchronization:

Administrator
Manager
Standard
Restricted
Browse
Enable Synchronization
X
X
Initiate synchronization
(remote database only)
X X X
Manage Synchronization Setup
X
X
Manage Subscription List
X
X
X
Manage Other User’s Device Sync Setup
X
X
X


Online Access

Administrator
Manager
Standard
Restricted
Browse
Run Act! Update
X
Internet Access
X
X
X
X
X

 1 Standard users may only promote Secondary Contacts where the user is the Record Manager for the primary contact

 

Record Level Security:

Record level security controls access to records in the Act! database. The record manager has the ability to mark records as Private and therefore make these records unavailable to other users. Private data is only visible to the owner. Even users with an administrator role cannot view private data.

Contacts:
Contacts are unique, they have three security options: Public, Private and Limited Access.

  • Public – Public contacts can be seen by all users.
  • Private – Private Contacts can only be seen by the Record Manager assigned to that contact record. Administrators do not have the ability to view another users private contacts. A private contact will, by default, have private notes, histories, activities, and opportunities. A User’s ‘My Record’ cannot be made private, but may contain private notes, histories, activities, and opportunities.
  • Limited Access Limited access allows the record manager to identify certain users/teams and give access to these Contacts. When a user is removed from the Limited Access list, the user will continue to have open activities and opportunities with that contact. However, when they clear that activity or change the opportunity in a way to generate a history, they will be notified that they are creating a history for a contact they no longer can access. Once a user is removed from the ACL (Access Control List), they cannot create new activities or opportunities with that Contact.Note: Limited Access is only available in Act! Premium.

For additional information on configuring Access Controls for users, refer to the following Knowledge Base Answer:

Title: How To Set Access Controls for Users in Act!
Answer ID: 15228

 

Notes, Histories, and Opportunities:
If a user has access to a contact; notes, histories, and opportunities can be created and designated as private. Private items/records are not viewable by other users in the database, even if the other users can view the contact record. When a contact is deleted, all notes, histories, and opportunities are deleted, even if they are private.

Activities:
Act! users will have the ability to view the details of another user’s calendar unless the other user’s activity is private. In this case, the calendar will reflect Busy time for this user, with no reference to any activity details. If an activity is public, but the contact is private, the activity will display but the contact name will not. You cannot add an activity to another user’s calendar, unless you have been given delegate permission’s to do so. By default, all administrator users will have edit permission. Any user involved in the activity can modify the alarm settings, priority and activity color. However, unless you are a delegate or an organizer for an activity, you cannot modify any other property of the activity.

Groups and Companies:
Standard, Manager, and Administrators can create companies and groups. By default, the creator of the company or group is the Record Manager. The Record Manager can make the group private to other users. Making a company or group private, does not make the contacts and other entities of that company or group private.

Reassigning records:
An administrator or manager can reassign ownership of non-private contacts, activities, opportunities, groups, and companies from one user to another user. Items that cannot be reassigned are Activity series, and History records. Historical fields, such as “Created By” will be unaffected by reassignment. An administrator or manager can reassign records to any user in the database with the exception of Browse users. Records can be reassigned to a user that is not on a contact’s Access Control List (ACL). If the designated user is not on the contact’s ACL, a notification will be displayed telling the administrator or manager that the user does not have access to that contact. However, the administrator or manager can still reassign the contact to that user.

Mass Reassigning:
Reassignment can be done on a per record basis (per activity, opportunity, etc) or on a per user basis where every record associated with one user may be reassigned to another user. When a record is reassigned, the designated user becomes the record manager of that item.

Mandatory Reassignment:
In the case of mandatory reassignment (deleting a user from the database), private records will be deleted from the database.


User Preferences (under the Tools menu)

Administrator and Manager level users have access to all options under Preferences.

Standard and Restricted users do not have access to following Preference options:

  • Allow history editing (General)
  • Allow notes editing (General)
  • Names Preferences (General)
  • Duplicate Checking options (General)
  • Company Preferences (Startup)
  • Automatically check for updates (Startup)

Browse users do not have access to the following Preference options in addition to the ones listed for Standard and Restricted:

  • Salutation preferences (General)
  • Dialer preferences (Communication)

Source: Act! Customer Support – Act! Knowledgebase

Originally posted 2016-01-27 17:24:27.

3 Tools Act Users Should be Familiar With For Their Business

Many Act Users are Small Business People and Entrepreneurs.

wordpress logo

If you are and act user, you should make yourself familiar with QuickBooks, WordPress for web design and Microsoft Outlook for email. These three tools can help you become much more productive when using act for sales, marketing and general organization.

Luckily for you, I offer free training videos on QuickBooks and Microsoft Outlook. Word press can be used to maintain your website and blog. Your blog can be used in your email marketing efforts. In a nutshell, these three pieces of software can help your business become much more effective and efficient.  This website is designed using WordPress and I can teach you a great deal about pulling all of this together to become more effective with act.

Quickbooks_Logo_2016

Originally posted 2016-04-04 16:22:44.

ACT Groups: Group Therapy Part 3: Let’s Get Visual

When you look at a computer screen all day it is imperative that you make the viewing easy on the eyes. Act by Swiftpage is no different.

My tutorials on working with act groups suggest different ways to organize your information. However, one of the easiest ways to organize your information in act is by creating a layout with act check-boxes. I love check-boxes because they are so visual and easy to use. Because they are so visual, it is simple to change and update information.

Check boxes in an Act Layout

This tutorial asks you to imagine that you are the ice cream business and illustrates some ways you can use checkboxes organize your information in act using checkboxes, and then using what you’ve done to create data rich groups.  The goal here is simple. If you need to send a quick email out to your customers and prospects that like both chocolate and pistachio ice cream it is important that their information is at your fingertips and easily accessible. At the end of the day, a little planning is all it takes to get the most out of act for your business.

Act accordingly and act groups will make your life easier.

An ACT database can hold thousands of contacts.  Many of my clients have no idea how to find the contacts in ACT that are relevant to their business; for example, prospects and clients.  They haven’t taken the time to organize their contacts properly and they cannot find them when they need them.  Please watch my videos to learn more:


 

 

Originally posted 2015-07-06 02:48:41.

The Act Tools Menu

The Many Options of The Act Tools Menu Revealed

The Act Tools Menu is a great place for getting more customized and personalized with your Act software to modify it for your particular needs. I recommend you get assistance and training in this area of Act. Contact me so I can help advise you. Tony Holowitz: 781-728-9777

Originally posted 2019-09-03 08:38:55.