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84 posts in this category

What Act! features are not available in Act! for Web?

Category: ACT

This article highlights the differences in the Act! Premium v17 and Act! Premium for Web v17 features. With all the improvements made to the Web products capabilities in v16 and v17, many ACT administrators wonder what they’re actually giving up by not having the Windows client installed on their user’s computers. The short answer is less than before, but still far from nothing.

Features Unavailable in Act! Premium (Web) via Web Browser:

2017-06-16 17:50:47

Why custom tables matter

Category: ACT

Act! custom tables unleash the full power of Act!

Act! has been the #1 contact manager for 30-years, but in 2008 it slipped in support for a feature that fundamentally changed the product - the ability to support one-to-many relationships through the use of custom tables.

Custom tables are not sexy, but if you want to record transactional data in your Act!, there are only two ways - Opportunities and Custom Tables. Most users are not prepared to re-purpose the former, and the latter is dramatically more flexible and powerful.

To understand custom tables, imagine a mortgage broker trying to keep track of multiple mortgages for his customers, both past and present. With custom tables you can easily add as many new mortgages to a contact as your needs fit, and as these mortgages mature, you can disable them, and replace them with new ones. The mortgage broker can look at all his mortgages at once, or individually under each contact.
Custom tables support powerful filtering and exporting features allowing a user to lookup mortgages by amount, lender, maturity or funding date, what have you.

Insurance agents can store policy information, car dealers can track leases, and service departments can manage support tickets and contracts for the customers. The possibilities are endless. The following illustration is a simple blank form customized for tracking loans.
2017-06-12 19:16:37

How to disable "Private Browsing" on your IOS device

Category: ACT

When using Act! Premium Mobile, you will some times encounter an error message like the one below (see the orange box in the illustration under "Step #2), that advises you to "Disable Private Browsing. This often takes place after a major update to your IOS device's operating system, where some of the browser settings get reset.

The private browsing feature is something that you will find in every popular browser that you use on your computer. It is also found in the Safari browser on your iPhone or iPad, and is a great way to browse sites that you do not want to appear in your browser history.

2017-06-11 21:15:54
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