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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. |