Act! Training Video Channel on YouTube

Before Act! published their own library, I created mondolessons.com , a service that offered Act! software training videos.  Here are a few freebees of my YouTube channel. The keystrokes remain the same even if the icons have changed slightly over the years.  Here is a sample from the channel:



Changing Preferences between Act! Word Processor and Microsoft Word

To change between Microsoft Word <-> Act! Word Processor, do this:

  1. Tools -> Preferences -> Communication
  2. Change Word processor to the other choice

This solves the problem of "I cannot find my templates" also.  Act! Word Processor templates are .tpl file extension while Word templates are .adt.

Please note there is conversion utility to migrate between these formats.


How to Fix the Act! Record Manager field if history appears to have been written by a non-employee

A common mistake in Act! is a new sales rep joins the database, and instantly updates "My Record" with a prospect's name instead.  This can lead to your sales rep's notes appearing to belong to someone who doesn't work for your company.

Here is how to fix it:

  1. Go to Lookup -> My Record.  This will show that your sales rep's "My Record" actually has a prospect's name instead. and here is a video on how to do this.
  2. Go to Contacts -> Duplicate Contact -> Use All Fields.  This ensures you have all the relevant info in a regular contact record
  3. Go to Lookup -> My Record.  Update the record with the sales rep's correct info.
  4. Press CTRL-S

If you have notes, history or activities to move, you can cut/paste them to the correct record as well.  If the video doesn't display below, click here to watch a 30 second video on this.  This video uses flash, and some browsers have this disabled by default.



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Create Companies from Contacts Shortcut Guide for Act!

For Act! versions 2005 to 2013, Act! didn't make it easy create company records and link multiple existing contacts to them after an import or conversion from legacy Act!.  This guide below shows you how to do this if you have these versions of Act!.

Alternatives;

  1. Upgrade to v16+ of Act!
  2. Purchase this utility that converts existing data.

Here is a guide if you don't want to upgrade or buy the plugin.


How to Scan for Duplicates and Merge Them in Act!

Here is the article on how to do this in Act!, and you can only merge two contacts at a time.  If you want to do this en masse, you need Duplicate Merge Wizard instead.    Here is what's cool about this plugin.

  1. It will merge the contacts without going through the arduous 7 step wizard
  2. You can use up to 7 criteria to match duplicates
  3. When contacts merge, it will merge the notes, history, activities and opportunities; then, add notes to the new merged record that tell you the historical contact field data.
    Here is what happens:
    For example: The program merges Contact A with phone number 312-555-1234 and Contact B with 312-527-3133 to have Contact A with phone number 312-555-1234. Contact B is gone.
    Contact A has the notes from A&B.
    Contact A has a note in Act! now, "Merged Phone Number from Contact B of 312-527-3133".
    So you don't lose the historical information from the merge.  The merge program decides whether A or B is the best record by the most recent edit date.

The Duplicate Merge Wizard offers a trial version of their software.

Quick video (No Audio) on the steps in Act!



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