Archive for the ‘Videos’ Category


ACT 2008 Software Video, What are Shortcuts?

Shortcuts: I’ve been getting a lot of questions lately about an often forgotten feature in the ACT Software, and thought I would explain in this video how this feature has changed for the ACT 2008 version, what I like about it, and what I don’t like so much about it. Feel free to post your [...]

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Daylight Savings Time Update for ACT! Software

As I read up more this weekend on the issue of Daylight Savings changes (found here) which go into effect in less than a week, I realized that the potential exists for many ACT! by Sage customers to have significant issues if they do not take action. I decided the best way to inform my [...]

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The Holidays Can be an Opportunity to Build Relationships with Customers and Prospects

Many enjoy the benefits of a good contact management system in their business.  Ultimately it is of no use if it does not help you maintain existing relationships while extending your reach to others.  One way you can build relationships with others is simply by emailing something to them that is: 1.) Valuable 2.) Unique [...]

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An ACT! Video Tutorial

I received an email from Debbie and it caught my attention, I’ve shared it and my response below. (She gave me permission…) “When we merged our ACT databases together, all of the contacts from Jill’s database filed into one contact group in my system. Can you tell me how to move contacts from one group [...]

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