When Sage overhauled the look and feel of ACT! 2010, they added a number of things to the navigation bar (the “navbar”) on the left side of the screen. One of the things they added was a Lookup box so you could do a search with less clicks.
This box allows you to quickly do a Lookup on the Contact field, or change the dropdown to choose another field instead.
However, not everyone searches the Contact field – maybe you use Last Name more often or you’ve added a custom field called “Customer ID” and use that all the time. Luckily, Exponenciel has provided a free ACT! addOn that will allow you to change it.
The Secret is Out! Yesterday, Sage officially released Service Pack 2 for ACT! 2012 Premium and with it comes ACT! Premium Mobile, which in my opinion is the best feature of ACT! 2012, even though it’s being released 7 months after ACT! 2012 came out. It’s actually such a great feature that Sage is saving [...]
The Opportunities section of ACT! is often one of the most under utilized features in ACT! software. One of the reasons is that people who don’t want to track the nitty gritty details of each potential piece of business, or don’t use ACT! for sales management at all, so they get zero use out of [...]
We recently had our ACT! 2012 Virtual Road Show and talked about the major new features in the latest release of Sage’s contact management software, Sage ACT! 2012. While this material was relevant to most of our attendees, what many also wanted to know is what’s new since their particular version, as there are still [...]
We had a great turnout for our ACT! 2012 Virtual Road Show today and wanted to get the recording up quickly in case you missed it. It’s a little rough, no editing, and you get to see a bit of a glitch that happened with my three monitor setup, but in 60 minutes you’ll get a look [...]