Source: eGrabber Newsletter - Tips for ACT! Users
If you maintain calendars in both ACT! and Outlook, you may want to view a consolidated calendar information in both applications. Integrating both the ACT! and Outlook calendars allows you to accomplish this.
Here's how you can do it:
1. Import your Outlook calendar items to an ACT! database (Use the ACT! Import Wizard).
2. Open each calendar entry and map the activity to the corresponding ACT! contact.
If you are using ACT! Premium, you can synchronize the ACT! calendar with Outlook so that changes are automatically reflected. Here's how:
1. Select Tools >> ACT! Scheduler from the menu.
2. Select Create a Task from the options under Schedule Tasks.
3. Choose the ACT! database where you have imported the calendar items.
4. Use the dropdown in the Select a Task window to choose Outlook activity synchronization. Select Finish.
ACT! User Group Meetings Near your City
Source: eGrabber Newsletters
The Bay Area ACT! User Group will meet on Tuesday, Feb 16, 2010, at The Beverly Heritage Hotel, 1820 Barber Lane, Milpitas, CA 95035 from 6:30pm - 9:00pm.
Find out more about the ACT! User Group Meetings near your city.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
The Bay Area ACT! User Group will meet on Tuesday, Feb 16, 2010, at The Beverly Heritage Hotel, 1820 Barber Lane, Milpitas, CA 95035 from 6:30pm - 9:00pm.
Find out more about the ACT! User Group Meetings near your city.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
Map your ACT! Fields to an Excel Spreadsheet
Source: eGrabber Newsletters
Did you know that you can link ACT! database fields to cells in an Excel spreadsheet? With such a mapping, the Excel file will be updated automatically when the data in the ACT! field changes.
Here's how you can do it:
1. Click on the Documents tab and select a spreadsheet.
2. Click Edit Document. The document opens in Excel.
3. Set up the first row of the spreadsheet to include the appropriate ACT! fields.
4. Identify a cell to which you can map an ACT! field. Click Map to Contact, Map to Company or Map to Group, as applicable, from the ACT! menu.
5. When the Map fields dialog box opens, choose the appropriate field and click Add.
6. Repeat this process for any additional fields, save the spreadsheet, and click Close when done.
7. To refresh the spreadsheet fields, while in the Document tab, click on the Map to Excel option in the middle of the screen.
Did you know that you can link ACT! database fields to cells in an Excel spreadsheet? With such a mapping, the Excel file will be updated automatically when the data in the ACT! field changes.
Here's how you can do it:
1. Click on the Documents tab and select a spreadsheet.
2. Click Edit Document. The document opens in Excel.
3. Set up the first row of the spreadsheet to include the appropriate ACT! fields.
4. Identify a cell to which you can map an ACT! field. Click Map to Contact, Map to Company or Map to Group, as applicable, from the ACT! menu.
5. When the Map fields dialog box opens, choose the appropriate field and click Add.
6. Repeat this process for any additional fields, save the spreadsheet, and click Close when done.
7. To refresh the spreadsheet fields, while in the Document tab, click on the Map to Excel option in the middle of the screen.
