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ACT dbFixers

ACT is a complex CRM and as such it will periodically have issues with the backend database, SQL.  There is a great knowledgebase article which lists the most recent DBFIXERS - little small executibles that will correct the issue once it's been found.  These are great because often you just run the DBFIXER on the database and don't have to update all computers.  Love it when it's that simple. Here's the link to the article: http://kb.swiftpage.com/app/answers/detail/a_id/24753/

Error editing ACT Template: Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'

Recently we worked with a client who upgraded their Office to 2013 and ran into this error with editing a template in ACT.  The full error was: "Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{00020970-0000-0000-C000-000000000046}' failed due to the following error: The RPC server is

Friday Did You know - Making Remote Desktop Full Screen

While practicing for my upcoming Virtual Roadshow, I noticed that when I went into Remote Desktop to access my virtual machine, it was not truly going full screen. Well, that was a bummer. I closed the remote desktop session and when I clicked on the Remote Desktop icon to restart it, I decided to click on the Options button to see if I could resolve this issue.  Sure enough, when I clicked on the DISPLAY tab, there was a slider bar that was not all the way to the right.  Once I

Friday Did you Know - Lookup ANY fields in ACT

We're starting a weekly "Friday Did you Know?" blog  that we hope you find helpful.  Sometimes a quick tip that we "assume" everyone knows is not so well known.  It's the classic don't assume action.  Here's this week's post. A really nice trick that has been part of the ACT CRM forever is the ability to search a special group of fields that start with ANY.  What this means is you don't have to remember where the phone number is shown - cell or home or business.  

ACT Premium for Web and Chrome v37

Having issues with some functions when using ACT Premium for the Web from Google Chrome? It's probably because your Chrome was updated to Version 37. In the process of removing some functions inside Chrome, they also disabled one used by ACT Premium for the web. Here's the workaround.

Right click on the icon you use to start Chrome.  You need to add the following paramert to the start line:  --enable-show-modal-dialog

The image below shows how this should look.

v37 Chrome fix for APFW

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 being made.  Then, the next thing you see is this: The screen that then comes up appears to be filled with messages like this. Working on Fred Flintstone 8/31/2012

What does CRM mean to you?

CRM. We have all heard that term by now. To many it means having a process in place to manage customer relationships. To others it is a tool. To me, it's all of the above. But before you can define what CRM means to you, you need to have an end goal in mind. What is the end result you want to accomplish. Are you small business trying to get new customers? Are you a large organization wanting to reach out to existing clients to improve the relationship you have with them? Are you suffering from

ACT for Web not happy? Nuke the preferences

It's time for another ACT Tip.  This week, one of our clients upgraded to ACT V16 so they could utilize some of the great new features.  One of their newest sales staff was using the web based version and loved the flexibility.  He could access his details from a customer site and didn't have to carry his "heavy" laptop.  His next purchase is going to be a small tablet, but in the mean time he has been happy with just jumping on a browser when at a client site.  Until

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