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ACT! and
Outlook: A Comparison by Rich Spitz Summary:
It is important that your contact management solution work
with your existing tools. The information below will
help you and your users better understand the differences
between ACT! and Microsoft® Outlook™ so you can make the
right decision regarding a contact management solution.
Taming Your Inbox
Tiger by
Rich Spitz Summary: While there are many
articles covering junk email (Spam) these days, I want to
focus on efficiently managing the “good email” we get, as well
as set down some email etiquette rules to make your legitimate
email more effective. You can take a class to learn the
mechanics of how to use Outlook to manage your email, but
there are things, important things, they never tell you that
will help you do a better job with the tool. Here are a
few.
Deleting
Synchronized records by Rich Spitz May
2002. Summary: There are two special lookups that
aren't applicable for everyone, but can be very important for
users who are synchronizing.
Better
Ways to Write Email Messages and Email Merge by
Rich Spitz October, 2001 PDF
Version Summary: For years, ACT!
users have struggled with the shortcomings of the email client
that comes with ACT!. There are a few issues that I hear
clients complain about when it comes to ACT!'s email. The
first is that there's no formatting. If you want to use bold,
italic, a different font, or graphics, you're out of luck.
ACT!'s email client is text only. The other complaint I hear
is that there's no way to do a personalized mail merge with an
attachment. These seem to be the biggest concerns. So what's
an ACT! user to do?
Setting Up Ten Digit Dialing From
ACT! by Rich Spitz Summary: Are
you one of the many ACT! users who is trying to cope with 10
digit local dialing? If so, this article shows you how you set
up 10 digit local dialing using Windows 98 from within ACT! .
This is what you do: 1. Select Edit, Preferences and click on
the Dialer tab.
Faxing From Word With ACT! And
WinFax by Rich Spitz Summary:
During the past year a number of articles have been written
about WinFax PRO and ACT! . However, I thought I would add
Word to the mix and go through some of the things that you can
do when you combine all three programs. The important thing
that many ACT! users don’t realize is that you can create a
Word document, fax it out through WinFax PRO, and select the
recipient from your ACT!
Converting Multiple Users To ACT!
2000 by Rich Spitz Editor Note: This is a
very technical article and the things mentioned should only be
done by an experienced ACT! administrator. While many of you
have al-ready upgraded to ACT! 2000, it might seem a daunting
task for an administrator to convert more that a few users to
ACT!
ACT! Makes It Easy to Change Fields
by Rich Spitz July, 1998 Summary:
Have you ever wanted to switch, move, copy or change that data
that was in one field with the data that’s in another field?
Getting Your ACT! Data to Your
PalmPilot by Rich Spitz and Stan
Hsu Summary: Getting Your ACT! Data to Your PalmPilot.
Technology has been steadily advancing. It has been leading us
to a mobile society, where we are no longer constrained by the
traditional means of communication.
Modifying ACT!’s Notes History
Report by Rich Spitz March,
1998 Summary: The Notes/History report is a
valuable tool that helps you to see what you’ve done with a
client.
ACT! Offers New Group Functionality
by Rich Spitz August, 1997
Exporting and Importing Drop-Down
Menus by Rich Spitz January,
1999 Summary: Did you ever spend a long time
creating a customized drop- down list and then realize that it
could also be used in another field?
Keeping Your ACT! Databases In
Synch by Rich Spitz. February,
1998 Summary: One of the common most requests I
get from ACT!
Setup Custom Fields Types in ACT!
by Rich Spitz. April, 1997 Summary: ACT!
has brought us new and expanded ways to input our data.
Designing And Mining Your ACT! Data
by Rich Spitz November,
1998 Summary: Yes, you’re using ACT!
Creating A Custom ACT! Customer
List by Rich Spitz March
1997 Summary: When I leave the office, I want to
have fast and easy access to my customer’s phone and fax
numbers. |