Attaching Documents to Act!

Did you know you have three different methods of managing documents with Act! ? Which one is the best ? Well, it depends.

In Act!, press CTRL-I. The, you can attach a file to the current contact open in Act!. You can also go to the history tab and click the paper clip icon and attach either a shortcut (hyperlink) to a file or attach the whole file to Act!. Or, you can visit the documents tab and attach a document there also. Attaching the file actually copies the file from the original location to the Act! filing system, which is a best practice for remote synchronizing laptops.

The shortcut option creates a hyperlink (much like a website does) and the documents tab allows you to quickly e-mail that attachment to that contact record in Act!.

Create Contact Lookup from Opportunity

Did you know in Act! you can create lookups based on your current opportunity list ?

Create a Lookup from the Opportunity list
Create a Lookup from The Magnifying Glass

In Act! click on Opportunity List -> Filter the list as needed based on the options on the top half of the screen -> Click on the magnifying glass icon to the right of the record counter.


Find Your Best Source of Leads in ACT!

As you enter data into ACT! make sure you fill in the "Referred By" field; then, you can create a source of referrals report.

Watch a 40 Second Video on How to Find Out Where Your Leads are Coming From


Right Click the Referred by Field to Get The Lookup Screen
Change the Lookup so it says "Contains Data" this allows ACT to find records that have a "Referred by" filled in already.


Once the records are found go to Reports->Source of Referrals Report


Just Keep the Defaults and Select OK


Notice the highlighted sections counting each referral source.


Microsoft Office 2010 & ACT Integration

Be warned ! Microsoft Office 2010 32 bit edition only works with ACT! 2011.  If you have an earlier version of ACT!, you have to either upgrade ACT! or downgrade Microsoft Office to 2007 or 2003.

Also please note Microsoft Office has to be installed before ACT! does.  This allows ACT! to "see" that Microsoft Office exists and will add the necessary connections.

Here is the article from Sage.