08-26-2008 09:23 PM
New to ACT and looking for the ability to track books and DVD's I send to my clients, and other miscellaneous tools. I am looking for a recommendation on how to do this. I am using the latest version of ACT and is a single user copy.
09-04-2008 03:16 PM - edited 09-04-2008 03:17 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
09-05-2008 05:42 AM
I think ghollister's response is excellent. If you keep a lot of history, it may be difficult to see what you sent several weeks later. Of course you can use the search feature that allows you to look at just as one contact's history. Remember to always use a key word as you create the history to make the search a little easier.
Here's another idea. If you aren't using the secondary contacts tab to any degree, enter the information there. Then all you have to do is click on the tab and see a list of what you have sent.
And finally, you may want to consider using the groups feature. I am frequently asked by management to present a new product or service to a certain type of customer. I use groups, sub-groups, and sup-groups to the sub-groups for this purpose. Here's a tips for using this feature, though. As you build the sub-groups consider repeating the parent name and add the subordnate name as the entry in the contact's group listing is the name of the group and does not include the parent structure. For example, you might want to set up your mailings as:
Mailed Book Title 1
Mailed Book Title 2
Mailed Book Title 3
Mailed DVD Title 1
Mailed DVD Title 2
Mailed DVD Title 3
By using the sub-group method, you will minimize the number of groups that show up when you click on the group icon. And, of course, any one contact can be a member of any number of groups.
One other pont, the ability to show the groups in a tree structure like above is to be able to find the group you are looking for. Each entry is a group on to its own. Meaning tha the group "Mailings" does not include all the sub-group entries.
09-06-2008 06:10 PM
Thanks for the reply. That is exactly what I was looking for. Notes will not work for me at all unfortutantely but second contacts and Gorups wil ldo a treat. Appreciate it.