Source:eGrabber

Did you know that you can clear multiple ACT! activities, you no longer need, that have been created for different contacts in one process?

Here's how:
1.Select the View menu and click Task List

2.Select the first activity that you want to clear

3.If all the activities you want to clear are in the list in order, you can hold down the Shift key and select the last activity you want to clear

4.If the activities you want to clear are randomly scattered, hold down the Ctrl key and individually select each activity you want to clear

5.After you've selected the activities to be cleared, right-click one of the selected activities, and choose Clear Multiple Activities from the shortcut menu

This will clear all of the outdated activities that have been selected.

Schedule Meetings for Other ACT! Users

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

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.

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.

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.

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.