Archive for Sage ACT
Quotewerks Tip of the Week – Exporting Quotes to Excel
We’re starting Quotewerks Tip of the Week blog posts and today’s is about a trick a lot of people may not realize exists. Quotewerks has so much power it’s easy to not know every single feature or nuance. A client wanted to be able to export Quotes to Excel so they could import them into […]
Don’t be a victim of Act! data loss
Recently, we have had several frantic calls from customers needing to restore contacts in Act! after a user has unwittingly deleted them. Unfortunately, in some cases, these clients haven’t had a recent backup of their Act! Database to pull the deleted contacts from. Don’t let this happen to you. Follow these guidelines to protect your […]
You can lead a horse to water…7 UI design tips for increasing user adoption
We’ve all heard the saying, “you can lead a horse to water, but you can’t make him drink.” Maybe you can’t MAKE him drink, but… you can ENTICE him to drink. You can provide beautiful, convenient and tasty water so that he WANTS to drink. Let’s apply this analogy to software UI (screen layout) design. […]
ACT Firewall and Port settings
The following document is useful if you are setting up ACT and ACT for the Web and need to know how to tell your firewall to show ACT as an exception. It also documents ports that need to be available. Adding Program Exceptions to Windows Firewall for ACT! and SQL Server Click the Windows Start button, click Control Panel […]
ACT slow to open – looking for bad URL #ACTCRM
Recently, a website was disabled that is called by ACT when it opens. The missing website makes ACT open very slowly. There is a fix for this. This blog article will describe the fix and will give credit to the person who found this and documented it for us. A product called Sage ACT Connect […]
ACT Client versus Web differences
We get this question so often I thought I’d post a blog article showing the main differences. ACT for Windows has more options because it runs on the Windows platform. The web version, being accessed via a browser will have limitations because of the browser interface. Quite a bit of functionality is in the Web […]
Tools I love to use every day
All of us have favorite tools we use every day to do our jobs. I own a computer consulting business so a lot of what I do centers around technology – but not all. Looking around at my desktop, both real and virtual, I realized I keep turning to the same products and tools. And […]
ACT Fast Tip Tuesday – Revisiting some old friends
Sometimes it’s the little things that matter. You work with a software program for so long that you “assume” someone else knows the tricks and tips. Ah, yes, you know what they say about assuming. Well, it happened again. While working with a client showing them my Company Wizard Plus add-on for ACT, I did one […]
Swiftpage to buy Sage ACT
We are super excited about the announcement that Swiftpage, one of our favorite companies, is purchasing Sage ACT. This is a great shot in the arm for ACT and we expect to see great things happen from this purchase. Here’s a section of their press release from February 15th: “Swiftpage, provider of the leading digital […]
Editing the Host file with Windows 7
After upgrading to Office 2010 I noticed I could no longer get a Record History box to come up after printing a mail merge document in Sage ACT. This is how it has worked forever. I did some research and found one of the solutions was to ensure that a line was on the Hosts […]