Act.Framework.MutableEntities.MutableEntity + FieldCollection + EmptyValueFieldException – Say What?
So you have a copy of our Duplicate Remover Wizard Expert for Act! and have set out to manage/reduce the duplicate contacts or companies in your Act! data base. You run the program and it finds a good set of duplicates and you set the program to merging the records. All indications are progress 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 […]
Time to ACT!
Several years ago I wrote this blog article and after working with a client recently I figured it was time to post it again. We went over exactly what was in the post and I thought that would be great to blog about. And I went, duh, I already did. Here it is. Time to […]
Mining Sage ACT eMarketing Data
I love Sage ACT’s eMarketing feature. It is a plugin that allows me to use the Swiftpage email blast and survey service. I can send out mass emails and ensure that none get delivered to people who have opted out of my emails AND (this is the good part) know that they have indeed received, […]
Ask the 5 W’s when deciding on a CRM
When thinking about the right CRM ask the 5 “w’s” questions: Where are you going to use it, Why are you using it, When will you use it, What will you write about and Who is your audience. 1. Where – if you are selling GPS equipment to combine owners and you are outstanding in […]
Clearing and resetting the ACT and Google Contact integration
Over the past year or two I have had a love/hate relationship with my Motorola Android phone. It has a memory leak and without rooting the phone I can’t clean out that bad file. So, I keep resetting it to factory mode and reloading my contacts. Recently I started using the ACT and Google integration […]