Source: eGrabber Newsletters
Did you know that ACT! allows you to schedule meetings for yourself and another ACT! user? Here's how you can do it:
1. Select Schedule >> Grant Schedule Access from menu. The Calendar Access dialog box appears
2. Select the user to grant scheduling rights. Click Access
3. Select View and Schedule. Click OK
You can now begin scheduling for the user(s) granted access. To schedule an activity for someone else in your company:
1. Look up the contact to be scheduled. Create the Activity as usual
2. Click the 'Schedule For' button and pick the User from the Schedule For list
3. Click OK when you are done
Note: You have to be an Administrator or granted access to do this by one.
Create Custom Reports in ACT!
Source: eGrabber Newsletters
Though ACT! provides customizable pre-formatted reports, it also allows users to create new custom reports per their requirements.
Here's how you can create your own report:
1. Select Reports >> New Template >> Select a Report Type
2. Select from the basic templates, including Empty Contact Report
The Report Designer screen is separated into several sections. Sections are report and page header/footer and a detail section
3. To add objects to the report, click the Field tool
4. Draw a field where you want to place it, select a type
5. Add fields to the Detail section to show Contact information. Add Header and Footer objects as desired
6. Click Print Review to review your report and adjust spacing, sorting and formatting as needed. Save the report and provide a name
7. To run your custom report, Select Reports >> Other Reports and select your's from the list
Though ACT! provides customizable pre-formatted reports, it also allows users to create new custom reports per their requirements.
Here's how you can create your own report:
1. Select Reports >> New Template >> Select a Report Type
2. Select from the basic templates, including Empty Contact Report
The Report Designer screen is separated into several sections. Sections are report and page header/footer and a detail section
3. To add objects to the report, click the Field tool
4. Draw a field where you want to place it, select a type
5. Add fields to the Detail section to show Contact information. Add Header and Footer objects as desired
6. Click Print Review to review your report and adjust spacing, sorting and formatting as needed. Save the report and provide a name
7. To run your custom report, Select Reports >> Other Reports and select your's from the list
Design Word Templates that Incorporate ACT! Fields
Source: eGrabber Newsletters
Did you know that you can insert ACT! fields where necessary and create custom Word templates in ACT!? The Edit Template function in ACT! allows you to do this.
Here's how you can create a template using an existing Word document:
1. Open the document in Word.
2. Copy the text that needs to be incorporated into the ACT! template. Select Write >> Edit >> New Letter/E-mail Template from the ACT! menu.
ACT! opens a new template and the Mail Merge fields dialog box.
3. Paste the copied text into the body area of the template.
4. Add ACT! fields in the template where appropriate using the the E-Mail Fields dialog box.
5. Save the new template. You can view it by selecting Write >> Other Document from the menu.
Did you know that you can insert ACT! fields where necessary and create custom Word templates in ACT!? The Edit Template function in ACT! allows you to do this.
Here's how you can create a template using an existing Word document:
1. Open the document in Word.
2. Copy the text that needs to be incorporated into the ACT! template. Select Write >> Edit >> New Letter/E-mail Template from the ACT! menu.
ACT! opens a new template and the Mail Merge fields dialog box.
3. Paste the copied text into the body area of the template.
4. Add ACT! fields in the template where appropriate using the the E-Mail Fields dialog box.
5. Save the new template. You can view it by selecting Write >> Other Document from the menu.
Integrate your ACT! and Outlook Calendars
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.
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.
Create an ACT! Contact Directly from an Outlook E-mail
Source: eGrabber Newsletter
Did you know that you can create a new ACT! contact directly from an Outlook e-mail message?#
1. Once you integrate* your ACT! and Outlook, you will see this new ACT! icon "Create a new contact in ACT!" appearing on e-mail messages in your Outlook.
2. Open any e-mail and click on the Create ACT! Contact icon on the task bar.
3. ACT! will automatically create a contact record based on the information available in the e-mail (it populates the Contact name and E-mail Address fields).
4. You can then add additional information to fields such as phone, address, company, etc.
ACT! will even check for duplicates before adding a contact. This allows you to efficiently add new contacts, while ensuring a clean database.
#Feature available only in ACT! 2007 and 2008
*Ref our ACT! newsletter dated 12/02/09 for tips on how you can integrate ACT! and Outlook.
Did you know that you can create a new ACT! contact directly from an Outlook e-mail message?#
1. Once you integrate* your ACT! and Outlook, you will see this new ACT! icon "Create a new contact in ACT!" appearing on e-mail messages in your Outlook.
2. Open any e-mail and click on the Create ACT! Contact icon on the task bar.
3. ACT! will automatically create a contact record based on the information available in the e-mail (it populates the Contact name and E-mail Address fields).
4. You can then add additional information to fields such as phone, address, company, etc.
ACT! will even check for duplicates before adding a contact. This allows you to efficiently add new contacts, while ensuring a clean database.
#Feature available only in ACT! 2007 and 2008
*Ref our ACT! newsletter dated 12/02/09 for tips on how you can integrate ACT! and Outlook.
