Empty Cart

News & Blog

What We Say

How many contacts do you have in Outlook?

Worked with a client today about getting their contacts out of Outlook and into ACT. I asked them how many contacts were we talking about. She said she couldn't tell and did I know how to know how many contacts there were when you had many folders? Many of you already know we are IBM Notes users so I use Outlook only under duress so I told her "I think I know, but I will find out for sure." I sort of thought you just opened Outlook and the number showed up. Well it doesn't. So, once again

Be careful using "Out of Office" replies

This weekend I sent out an email marketing campaign. My inbox then was flooded with dozens of "Out of Office" emails and it reminded me again why out of office emails are not a good idea. At least, not without careful planning and thought. Here's why. 1. You just sent out a blaring message that you are not home. Before it wasn't a big deal because emails typically came from business users to business users. But that model is changing and these kind of replies can end up on social media sites

Microsoft releases emergency patch

Microsoft has released an emergency patch for a critical flaw, affecting all supported versions of Windows. They said the vulnerability, if exploited, could "allow remote code execution if a user opens a specially crafted document or visits an untrusted webpage that contains embedded OpenType fonts.

"http://www.zdnet.com/article/microsoft-releases-emergency-patch-for-critical-windows-flaw/?tag=nl.e589&s_cid=e589&ttag=e589&ftag=TREc64629f

Quotewerks upgrading their Word Integration

If you use Quotewerks, the awesome quoting software that has integrations with a variety of CRM's including ACT, their printing engine, used to compile and deliver quotes and proposals to clients, is receiving a major upgrade that will be available when their v5.0 Build 5 is released. In this upcoming release, they've replaced their Word merging code with a solution that does not open up Microsoft Word on the machine performing the merge. This new solution will allow Word merging in the web

CRMAddons Acquisition

Patricia Egen Consulting Acquires CRMAddons Product Suite from Northwoods Software. Press release date: June 30, 2015 Chattanooga, TN, and Nashua, NH, June 30, 2015 – Patricia Egen Consulting (PEC) today announced the acquisition of CRMAddons from Northwoods Software Corporation.  CRMAddons is a suite of automation tools compatible with the Act! Contact Manager, owned by Swiftpage Act! LLC. The CRMaddons suite includes Sales Automation Manager, Mail Merge and Web Prospect. Every

What am I doing this week? Quick lookups with ACT

Traveling for pleasure is an adventure - traveling for work, well, not always as much of an adventure.  I don't keep a  paper calendar anymore.  It's all on the computer or on my smart phone.  Yet, when I head out on a several day trip, I like to keep a paper copy of my details.  When you are on the road and once again either the GPS or your mapping program on the phone has steered you to a dead end, it is nice to have addresses near by.  Even more so it's good to

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 Click Administrative Tools, select Windows Firewall with Advanced Features. Note: You will have to complete the following steps for

Include a PDF or other document with your Act eMarketing Blast

If you have an ACT! eMarketing account you know you can send out nice looking email blasts.  But, did you know you can also include attachments such as PDFs. You can upload, edit and store images and documents to use within your edited templates in the Media section.  Items to note are: Upload multiple images and documents at once Store up to 100 images in .jpg, .gif and .png formats Browse the free Stock image library for several provided images Edit images quickly and easily

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827
support@egenconsulting.com