How to do's
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There were 16 articles found in this category:
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- How to remove old users or you are getting the severe warning message with 3 day grace period.
Go to File, Administration, Define Users. For example you have a 5 User Network License with Act4Advisors, there should not be more than 5 users listed. If more, uncheck "Enable Logon" for those that are inactive. You may delete old user records and you MUST Reassign to another user or you wi ...
- Import data from Laser App into Act4Advisors
Download and Read pdf article: http://downloads.act4advisors.com/lai_import.pdf Note: You will need to create your own map file when importing data from Laser App to Act4Advisors v3. Below I have attached the LaserApp Mapping.xls to help with creating your map file.
- How to Export to CSV for Mailing Company
You wish to export an ACT! database to another program that imports text-delimited files. For example, your mailing company or another vendor requires a text-delimited file for their use. See Movie > To export ACT! data for use in another program: Launch ACT!, opening the database you want ...
- Mail Merge Template for Home Address in ACT! 6.0
Your clients receive all of their mail at their home address. When you go to write a letter their home address does not show on the ACT word processor. How do I get the home address in my letters? Select Write, Edit Document Template Look in C:\Program Files\ACT!\Templates and select A4A Le ...
- How can I simultaneously reschedule several activities? I want to move all of them to the same day
Answer: First locate the activities you want to reschedule, then move them to the new date: Choose View, and click Task List, then choose Edit, and click Filter. Use the Filter Activities dialog to distill the activities you want to reschedule. (If you are unable to reduce your list of activ ...
- Once I'm in the Schedule Activity dialog, how can I navigate the calendars using only keystrokes?
Answer: In the Schedule Activity dialog box, you can do the following (this only works consistently if you do not use the keys on the number pad): With the cursor in the Date field Keystroke What it does to the date = Adds one day - Subtracts one day + Adds one month _ Subtracts on ...
- How do I create a lookup of contacts based on the activities that I have scheduled with them?
Follow these steps: Choose the View Menu, and click Task List. The Task List view appears. Choose the View Menu, and click Filter Task List. The Filter Activities dialog box appears. Set the filters to display the activities you want to view. You can filter on date, type, priority and more ...
- How do I clear several activities at the same time?
Follow these steps: Choose the View menu, and click Task List. Select the first activity that you want to clear, and then do one of the following: If all the activities you want to clear are contiguous in the list, hold down the Shift key and select the last activity you want to clear. All ...
- Tracking Commissions and Fees with ACT!
Tracking Commissions and Fees with ACT! Did you know ACT! can track the income your are due or have already received? That’s right! ACT!’s Sales Opportunities tab allows you to track not only possible sales but also completed sales. These completed sales can generate a sales repor ...
- How to Mail Merge in ACT! 6.0
You can select group if you have a group created for this mail merge or current lookup. You must select Printer to record this process in the Notes/History . Select the template you want use, typically located C:\Program Files\ACT\Templates Enter Regarding for the Notes/History. Act4Adviso ...
- How to Create A Custom Label in ACT! 6.0
You would like to create Christmas Labels or just change your current label? Here's how you do it. 1. Go to File, select Print 2. At the pulldown box, select Labels. 3. Select the label type and press the Edit Template button. 4. Notice the template, at this point you may change the fields ( ...
- How do I schedule company holidays so they show on the calendar?
I do not want my name to appear alongside the activity (for example, "John Doe- New Year's Day"). Answer: Create a new user, with login and standard access rights: Choose File, point to Administration, and click Define Users. At the Define Users dialog, click Add User. In the User Name field ...
- Linking Received Emails to the ACT! Contact
Many people have asked us how to link incoming emails to the appropriate contact record in ACT! Follow these best practices procedures: Open Email in ACT! Highlight the desired received or sent email you want to attach Right click on the highlighted email and left click on Attach to Contact ...
- How do I perform a mail merge to a group but have the mail merge use email?
Solution: Once your template has been created, make sure that all contacts in the group that you are going to merge to have a valid email address. If any do not, some or all of the mail merge may fail. To perform a mail merge to a group, follow these steps: Click the large Groups button on th ...
- Creating Processes and Procedures with Activity Series
Have you ever wanted to setup a drip marketing campaign in ACT!? Have you ever wanted to establish a step by step process for your assistant to follow to complete an ACAT or an insurance contract underwriting? Did you know you don’t have to create each individual activity for each conta ...
- Drip Marketing with Act4Advisors
There are various ways you can accomplish your drip marketing with ACT! but I will explain just one at this time. Before you begin, make a backup of your database. In drip marketing, the first things to decide include: 1. Who and how to group contacts (people in your database)? (i.e. demographi ...
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