Archive for the ‘ Technical ’ Category

Sage Software CRM Leadership Video Interview

*Update…this has been reposted, as unfortunately there was a glitch, and the previous post was removed (and the many comments it had…)

NOTE: This interview went longer than expected, and I couldn’t cutout certain sections since many of the questions were good (afterall they came from the subscribers of this blog), so I’ve made the first part available here. You can get the final segment of this interview by filling out the form below the video…

Claim Access to the Final Segment Here…
First Name *
Email *
Current Software *
Users *

Detail: When filling out this form, be sure to pay attention to video instructions on the next page after clicking “Give me the Rest, Travis” button. Oh, and the Final Segment video is higher quality.

-Travis

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ACT! Database Software and Microsoft .Net 2.1 Issues Reported

Recently Microsoft released .Net Framework 2.1.  It appears that the ACT! Database Software has issues with this latest update.  And ACT! is not alone, I’ve heard unconfirmed reports that QuickBooks software (and others) that use Microsoft’s .Net, are having issues with the latest release from the Redmond, WA giant.

I encourage anyone running ACT! 2007 or ACT! 2008 hold off on updating to this latest version of .net.  And please, is you have experienced issues with this, feel free share them in the comment box below.

-Travis

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ACT Update: New Patch Released for ACT 2008 Users

For those who are using ACT 2008 Software Sage has made it’s latest update available from the ACT application…  You might notice this window popup in the lower right hand corner of your PC:

ACT software update
Here are some of the high-level items addressed in this patch release:

-Drag and drop rescheduling from the calendar to the mini-calendar.
-ACT Premium users: “Added functionality in ACT! Scheduler, that gives the user the ability to “keep only the last X backup files” for the selected database. Older backups are deleted on the preference setting. ”

-Performance and usability enhancements pertaining to ACT Outlook integration.
-Inline editing of opportunity cost and price fields is back.
(more…)

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How to Colorize Fields in ACT by Sage 2008

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Received an email from a customer who recently purchased the ACT by Sage 2008 software from me. I found her suggestion an interesting one:

Here’s a suggestion: why not be able to use colored fonts when using the user fields.

So I sent her a quick how to video….then she replied.

Thanks for the help on colorizing my fonts. It was great! It was so simple, but I have never seen it in any of the help menus or instructions in all the years I’ve been an act user…Thanks again.

Here’s the video I shared with her.

As always, please leave your comments below.

-Travis

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ACT Database synchronization…Is it Reliable?

I get emails from subscribers from time to time, and sometimes a theme will surface, so I take that as a hint and share it on the blog so that others might benefit from it.

This most recent inquiry arrived in two separate emails from subscribers yesterday, albeit the same question. Does database sync in ACT 2008 work?

For those that aren’t aware, database synchronization gives remote ACT users the ability to synchronize changes with the main database back in the office while they are in the field, or upon returning to the office. ACT 6 and older systems did sync, but it was often a pain to get setup properly for users. The newer versions can be configured to sync whenever there is an Internet connection detected. It can be as simple as a single user having a laptop and a desktop sync, or a 100+ user ACT system with a database on the internet available at all times to sync.




Back to the email… one user is using ACT 5 and emailing contact data to parties within the company.  This seemed curious, so I replied and asked him why, here was his reply: (more…)

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