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5 Things You Didn’t Know About Act!

January 29, 2016

…ture to quickly locate any information in Act!. Previous Act! users might have been familiar with the Keyword Search function. Although this was a great feature, it could be really slow if you had a large database. Universal Search (v14+) is faster and more expansive than ever. You can search contacts, groups, companies, opportunities, notes, history, and attachments. It will also search within supported attachment types (PDF, TXT, DOC, DOCX,…

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5 Things you didn't know about Act!

Terms and Conditions

…e or inability to use the Act! software. Act Today is not liable to resolve any issues ‘free of charge’ that may have resulted from modifications made to computers/network after the consultant has completed the work. Payment Terms Our first engagement is on a pre-paid basis. Should you require on-going additional services an account may be established upon application. A credit account is offered as a courtesy and is not a right of trading….

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Topline Designer

…Act! and Act! for Web custom tables. TopLine Designer leverages the capabilities of custom tables in Act! by creating new sub-entities for contacts, companies or groups. With TopLine Designer you can organise your views, or search and report on any custom table available in your database. Easy to navigate. Easy to use. Feel right-at-home in this simple interface which reinforces common navigational features among screen layouts, tabs and lists…

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Act! 16 Upgrade Guide

September 10, 2014

…re upgrading Act! from a previous version, this guide is perfect for you. History List Automatic Company creation Calculated fields Email alerts for Scheduler Rescheduling multiple activities Creating a Lookup from Universal Search Creating new or editing existing field definitions from the Web version Making basic updates to the Layout Design from the Web version, Viewing, adding, or defining Groups and Companies in the mobile version Recording…

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Act! v16 Upgrade Guide

Activities (Web)

…Act! Feature Tours (Web) Activities In this video tutorial, you’ll learn how to use several popular methods for locating data in Act! including standard lookups, advanced queries and universal search using Act! Premium for Web. For more in-depth training or more information on Act!, please contact us at info@acttoday.co.nz or call 0800 443 163. Back to Feature Tours Next Tutorial Try Act! free…

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Finding Information

…Act! Feature Tours Finding your information in Act! In this video tutorial, you’ll learn how to use several popular methods for locating data in Act! including standard lookups, advanced queries and universal search. For more in-depth training, please visit Act! Training. If you have a product question about Act!, please contact us at info@acttoday.co.nz or call 0800 443 163. Back to Feature Tours Next Tutorial Try Act! free…

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Finding Information (Web)

Act! Feature Tours (Web) Finding your information in Act! In this video tutorial, you’ll learn how to use several popular methods for locating data in Act! including standard lookups, advanced queries and universal search using Act! Premium for Web. For more in-depth training, please visit Act! Training. If you have a product question about Act!, please contact us at info@acttoday.co.nz or call 0800 443 163. Back to Feature Tours Next…

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What’s new in Act! v19

…azon Alexa1 via Ask Act!—a leading edge voice integration available to active Act! Premium subscribers. Ask for key Act! contact and calendar details, then sit back as Amazon Alexa tells you what you want to know. No need to search your laptop or mobile device to stay informed! NOTE: Ask Act!™ works with Amazon Echo, Echo Dot, and Echo Show products that are not currently available for purchase in Australia and New Zealand. Download Act! v20…

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Act! Premium Mobile

April 9, 2014

…as well as groups and companies for a powerful sales advantage. Focus your energy on high priority opportunities by filtering your list view based on date, status, process, and stage—like commitment to buy. Conduct a global search on any text field, even attachments, to find and open precisely what you need, when you need it—fast. Boost your effectiveness with a sleek interface that features Quick Actions and follows familiar Act!…

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