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Using the Web Info Tab to Link Sage ACT! to Your Social Networking Sites - Guest Blog by Karen Fredricks #SageACT

by on ‎11-22-2010 11:09 AM (6,753 Views)

Using the Web Info Tab to Link Sage ACT! to Your Social Networking Sites

By Karen Fredricks


If you have ACT! 2010 or Sage ACT! 2011 and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat.

You’ll find the Web Info tab in both the Contact and Company Detail views. The Web Info tab is actually a browser that displays information based on data in various fields on a contact or company record.  Sage ACT! comes with a number of links to sites including Google Search, Google Maps and so you can instantly scour the Net for more information or just see what the weather is like in your contact’s location.  You can also easily add new sites; for example, many of my clients like to create a link between their contacts and Twitter.

By far my favorite web link is the one to LinkedIn.  LinkedIn is a business-oriented social networking site mainly used for professional networking; as of the latest count LinkedIn had more than 80 million registered users. The beauty of sites like LinkedIn is that they offer you another way to stay in front of your contacts; any posts you make on your LinkedIn site are visible to all of your LinkedIn contacts.  And, in the event that a contact leaves his place of employment and changes his e-mail address, you’ll still be able to connect with him.

Here’s how you can start building your own LinkedIn network in 5 easy steps:

  1. Start by logging in to your LinkedIn account.
  2. Create a Lookup of the Sage ACT! Contacts that you’d like to add to LinkedIn.
  3. Click the Web Info tab on the Contacts Detail View and select the LinkedIn link that runs along the left-hand side of the Web Info tab.
  4. LinkedIn will search its database for matches to the current contact record.  Click the Add to Network hyperlink on the Web Info tab to send a LinkedIn invitation to the current contact.  
  5. Advance to the next Contact record and repeat the process.

Many Sage ACT! users start out by creating a Lookup of all their customers and connecting to them.  If you’ve recently joined a networking group or attended a trade show you might want to “link up” with those contacts. Eventually you might get into the habit of checking the status of any contact you’re currently working with.  

Social networking is becoming an essential method of communication.  If you’re a Sage ACT! user you can stay in touch with your important contacts at the touch of a button.