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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 aware of...

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Acting Techniques: Setting Act Calendar Preferences

A client called me to ask for help him with his calendar layout. Quite often some of my best ideas for Act software tips come from my conversations with my clients and this is an example of a recent conversation. My client did not like the way the Act calendar lined...

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Missing Act Notes

What do you do when you visit a contact in Act and realize all of your notes are missing? Recently, I got a call from the client and she said that all her act notes were missing for particular contact. When I looked at the situation I knew exactly what it...

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Scheduling Act Activities: When Doing it Wrong…Works

I have a new client that schedules his act activities completely wrong and it totally works for him. As an act certified consultant and a computer teacher I have learned that the right way isn't always the best way. In fact, I'd rather someone consistently do it the...

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Sperry Software: Add Email Address Tool

Mining Microsoft Outlook for Contacts and Email Addresses? Think about all the emails you’ve sent using Microsoft Outlook. Wouldn’t  it be nice to be able to collect all of those email addresses so that you could create contacts out of them for sales and marketing...

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POP versus IMAP Email

Many of my ACT clients are small and medium size businesses that don't have IT departments; and I try to educate them on all aspects of daily ACT life.  Dealing with email is a popular subject.  I just suggested to my client David S. that he change from POP to IMAP. ...

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Act and Microsoft Outlook Add-In Issues and Fixes

Act and Microsoft Outlook can communicate with each other because an add-in has been enabled within Microsoft Outlook.  That add in is called the ACT! Outlook AddIn. So why do you need to know this as an Act user? Because quite often add-ins become...

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Whats New with Act! | Answers to Common Upgrade Questions

It is not unusual to meet someone that is running a very old version of act. One of the great things about act is that it is very consistent in what it will do day in and day out. Many of you are using older versions of act because it does the job. Many of you have...

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Run Act Software as an Administrator to Register Act

I love software engineers and the way they communicate with software users. If you are trying to register your Act software and you get an error message that says you must be an administrator to register Act, here is the simple fix. If Act is currently...

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Scheduling an Activity Directly from the Act Calendar

When I am planning my week, I will often go directly to the Act calendar to schedule calls and meetings. I never use to-dos because I feel if something is worth being done schedule a time to do it via a meeting with a contact. In Act, I will typically schedule a...

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Upgrading Act: How do I upgrade my Act Software?

In this tutorial I will teach you how prepare to install an upgrade of your Act software. Let me just clarify the key point here: this tutorial talks about upgrading your Act software from one year to the next. For example, you might be upgrading your Act...

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