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Creating a Sage ACT! Link to a Client Folder - Guest Blog by Karen Fredricks

by ‎01-14-2011 07:09 AM - edited ‎01-14-2011 07:11 AM (8,309 Views)

Karen shares shortcut tips from seasoned Sage ACT! Consultants on how to get an entire folder of information at the click of a button in Sage ACT!

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There are virtually hundreds of add-on products that work with Sage ACT!. Need calculations between two fields?  Got it.  Need to link Sage ACT! to QuickBooks?  Done.  One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from Sage ACT!.

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My system worked and it got me to thinking how I could apply the same concept to removing some of the “dead weight” often found in the databases. Although I work with a variety of CRM solutions I find that my clients deal with the exact same issues. Here are a few of my solutions: Read more...

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