The ACT! by Sage Journal

Good Morning,

 

Here's a little Fast Tip to enjoy with your morning coffee!

 

Happy Friday!

 

Tawny

Happy Friday Community Members!

 

This week's Fast Tip is all about customizing your own dashboards.  Managers or Administrators can add or remove components, change titles or legends, and use drag-and-drop functionality to design dashboards that are relevant to the way you do business. 

 

Which begs the question...how do you use this functionality in your business?

 

Have a great weekend!

 

Tawny

Did you know you can estimate the probability of success, note your competition, and generate reports and graphs that put it all on paper? You can even export the opportunities to Microsoft Excel where ACT! creates a list, a pivot chart, and a pivot table.

 

Who really knows what a “pivot” is… but once you’ve seen it, you’re off the farm, baby, and you’re never going back.

 

Check out this week's Fast Tip.

 

Thanks,

 

Tawny

We’ve heard a lot of great feedback about ACT! 2010 since it was released last fall.  Many of you have commented on some of the features you love in the release and the improvements you’d like to see in the next release.  We’ve been closely monitoring all of this feedback and, thanks to your participation in the ACT! online community, we are proud to announce the release of Service Pack 1 for ACT! 2010, available today.

 

Some of the improvements we’ve made in this release are:
• Adding a count for the number of contacts in the group and company detail views
• Changing the big easy search button to access keyword search
• Adding some wording at the end of the mail merge wizard to let you know what will happen when you click ‘finish’
• Adding the “location” field to the default task list view

 

These are just a few of the great ideas we’ve incorporated into ACT! 2010 SP1.  To see all of them, check out the Ideas Forum and look for items tagged with “Available in ACT! 2010 SP1”.

 

There is no additional cost for ACT! 2010 Service Pack 1.  If you have your ACT! database set to receive automatic updates, you will receive a notification soon to update to this service pack.  If you do not, you can download the update manually by following these steps:

• Launch ACT!
• Go to Help
• Click on ACT! Update
• Dialog boxes will take you through the process step-by-step

 

Thanks for helping make ACT! better!

Happy Friday!  If you find yourself spending hours each week creating quotes, you might really enjoy this week's Fast Tip showing how you can easily produce a quote right from ACT!  Just one click!

 

Enjoy...

Happy Friday All!

 

Did you know you can send an e-mail straight from Outlook® and have it record the history of the e-mail on the contact's record, even if ACT! isn't open? Learn more in today's Fast Tip.

 

Are you enjoying these Fast Tips?  Please let us know - we'd love your feedback as well as your ideas for future tips!

 

Thanks,

 

Tawny

 

 

How do you ACT!? It's been a question asked for several years and we are always amazed at the answers we hear. The beauty of ACT! is its ability to customize to any industry and user profile. From a product development perspective, the best insights are gathered when we can see how someone is using ACT! and the types of tweaks and modifications they have made to it. By participating in these "day in the life" exercises, you can see the light bulbs going off in the team’s heads. I'd like to invite any ACT! fanatic to participate in a virtual “show and tell” of how you use the product. If you are interested please let me know at Beth.Kohler@Sage.com.