Friday 16 September 2011

ACT Hints and Tips - Add an "All Contacts" button to your Tool-bar.

Here's a great tip which just helps to speed things up when using ACT!
When working witth ACT! we often do Lookups to select a sub-set of our Contact records. It might be all of our Prospects, everyone who is in Birmingham, or something completely different.
We can tell that we are working with just a selection of the database rather than the whole thing in a couple of ways.
Firstly, the big number in the top menu bar will be smaller than usual.
Secondly, if you look at the very bottom left of the ACT screen, just above the Windows Start button, you will see the Lookup status.
It will either say Lookup: All Contacts or Lookup: <Field Name>. where the field name is the name of the field used for tthe current Lookup. Bet you hadn't spotted that!
Lookup_indicator
So we've done our Lookup, but how on earth do we get back out of it so we can work on all of our contact records again?
Well, the traditional way is to Click "Lookup" then "All Contacts" from the menu-bar.
Well here's a way that is a little more obvious and will save you a click every time.
We can add an "All Contacts" button to the tool-bar.
Here's how to do it.
Right-click in a blank part of the ACT! tool-bar (on the right somewhere).
Customise_all_contacts
Select Customise... at the bottom. The "Customise Menus and Toolbars" window appears.
Select "Lookup" in the Categories window and "Lookup All" in the Command window
Now, holding the mouse down, drag "Lookup All" to the ACT! tool-bar then let go of the mouse.
You can put the new button anywhere you like but to the right of the >| arrow seems logical to me.
Now Close that window and you are ready to go.
Whenever you are in a lookup and want to return to all of your contacts, just click the "All Contacts" button!
All_contacts_button
What's more, you can add this button to both your Contact Detail View and your Contact List View.
Enjoy.

For on-site ACT Training with lots more useful hints and tips you won't find in the manuals just click the link below,
ACT Training


Friday 9 September 2011

Map of Big Blue Marketing ACT! Training Customers

I have always worked on the principle that the best and most relevant training is delivered on-site at the customers' premises where we can use the client's own ACT! database as part of the training programme.
As a result, I travel thousands of miles a year the length and breadth of the UK.
To prove the point, here's the latest map showing where all out customers are located.
The map was created using data from our own ACT! 2012 database.
Want to know how?
If you would like ACT Training delivered at your premises click the link!

Bbm_customer_map_sept_2011

ACT Hints and Tips - ACT! 2012 Set up Web Info Tab for Gmail

ACT!'s built in email functionality does not integrate with Gmail. However, you can send Gmails from Sage ACT! from the Web Info tab by setting up a custom web link: https://mail.google.com/mail/?view=cm&fs=1&tf=1&to={E-mail}
Selecting this link in Web Info tab will have a Gmail new mail message ready for writing with the e-mail address of the contact preloaded in the To field.

Web_info_for_gmail

Wednesday 7 September 2011

Breaking News - HandHeld Contact for iPad available in October 2011

Breaking News..

Just heard that the popular Sage ACT! 2012 add-on package Handheld Contact is launching a version compatible with the iPad in late October.

This is the first ACT Add-on partner to offer a method of getting your Sage ACT! 2012 data onto your iPad without resorting to a web link.

Unlike other applications, Handheld Contact is famous for achieving integrations by installing a separate application on portable devices rather than using the native calendar and contacts applications. This allows them to have full control over both the synchronisation process and the user interface.

This really is great news for all the sales teams out there with iPads who are longing to use them with thir ACT! data.

Now perhaps I can justifying and iPad on expenses!

I will post more news as soon as I have it.

Remember, for all your ACT Training needs in the UK call me, Jeff Granger on 0845 603 6755

Or click here: ACT Training

 

Sage ACT! 2012 - What's it all about?

Sage ACT! 2012 makes it easy for you to manage anything and everything related to your contacts and calendar. Think of it like your business’ command center that serves up relevant relationship details and also connects to powerful, subscription-based sales and marketing services, desktop and web-based productivity tools, and social media to help you get results. Here’s how.

 

With Sage ACT!, you have organized access to the full spectrum—from basic contact info to rich customer history, even back-office updates[1], so you’re in the know, instantly. Make the most of your work day with features that manage tasks related to and unrelated to your contacts, like personal to-dos. Even setup Smart Tasks to automatically trigger and perform tasks for you. Generate buzz for your business and turn new opportunities into paying customers when you connect to Sage Business Info Services for ACT![2] and Sage E-marketing for ACT![3]. These services fill your pipeline with highly-targeted leads[4] from Hoover’s™, and make it easy for you to create, send, and track email marketing campaigns. And, work seamlessly with the tools you rely on every day, like Microsoft® Outlook®, Gmail®, LinkedIn®, and more.

 

We are now able to offer ACT! 2012 training courses at YOUR premises, using YOUR ACT! database, and tailored to YOUR requirements.

 

For more information click the link below.

 

Find out more about ACT Training for your company.



[1] This feature is not available in Sage ACT! Premium (access via web).

[2] Requires additional subscription.

[3] Requires additional subscription.

[4] 400 leads per month are included in the Reference + Leads service level. Additional leads are sold in blocks of 400.

ACT! 2012 Training Courses Available

New ACT! Training Courses for Sage ACT! 2012

The new Sage ACT! 2012 is now available, and here at bigbluemarketing we are ready to deliver on-site training at your premises on the new version of ACT! Including all the new features.

New features include:

Google e-mail (gmail) synchronisation.
Google Calendar Synchronisation.
Google Contacts Synchronisation.

Universal Search – a fast way to find things in attached documents.

Scratchpad – your own electronic notepad. Make notes now and sync to ACT! Later.