Archive for Sage ACT

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 […]

The changing world of Sales and Marketing

A few months ago I had a great lunch with a friend here in town who owns a marketing firm that has a particular emphasis on social media.  One of the things we discussed is the changing face of marketing.   What is also changing is the role of sales and salespeople. My company is really starting to […]

Sage ACT! 2013 Service Pack 1 now available

Service Pack 1 for Sage ACT! (Pro and Premium) was released yesterday (January 8, 2013).  This release addresses issues that users have requested in Sage ACT! and focuses on staying current with technology trends. The most significant changes to this release are compatibility updates to fully support the following new platforms: Microsoft Windows 8 Windows […]

Viewing custom dashboards on the Web

I just learned something and thought I’d pass it along to people who are interested in Sage ACT dashboards and viewing them on the web. Behind the scenes, there is an XML file located in the Tools folder under Program Files that controls what templates are available for building dashboards in Sage ACT.  You can […]

Staying nimble when business changes

Back in 2009 I wrote a blog article about staying nimble in a bleak economy.  It is sad to note that we are still in that environment.  That made me think it was time to revisit this post and see what had changed.  Interestingly, not much.  I’ve added a few new items, but here is […]

Using SQL commands in Excel – Drilling down into ACT data

Today’s blog is about using SQL commands directly in Excel.  I am going after data in Sage ACT, but you can use the same technique to go after a wide variety of data sources that are SQL based. First off, open Excel.  I am showing you screen shots from Excel 2010.  You want to click […]

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