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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.

 

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