Archive for Sage ACT

Act Backups and how they really work

This week we helped a client recover from a data loss.  However, it was not without some pain.  The data was not being backed up correctly so we had to restore from a really old backup copy. Responding to another question regarding data restoration, someone asked if deleted records could be recovered. The answer was […]

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 […]

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