Clik here to view.
Kicking up Business Intelligence Data in Sage ACT! 2012 and 2013 – Revisited
Starting with Sage ACT version 2012, you can now create some informative Excel pivot tables using what is called a Star schema. The data goes after histories and opportunities. It’s a bit complicated...
View ArticleRunning ACTDIAG commands from a batch file
Starting with version 14 of the Sage ACT diagnostics tool, ACTDIAG, you can now run some ACTDIAG commands via a command line interface. Using the server NT scheduler you can then have them set to run...
View ArticleClik here to view.
Adding a Custom Template to the Sage ACT Menu bar
If you use a custom template all the time in Sage ACT, you should add it to your menu dropdown so it’s easier to find. Here’s a way to do that. Templates live in the Template folder that is under the...
View ArticleMake your Linkedin URL “friendlier”
Linkedin is becoming important in the business world. If you are on Linkedin, you should have a link to your profile on your email signature. However, the default URL link for a public profile can be...
View ArticleMissing histories on Contact history tab? Not to fear
If you are all of a sudden missing history items on the History tab in Sage ACT, make sure the filters have not been set to exclude dates or types of histories. The filter section is on the bar that...
View ArticleClik here to view.
Data cleansing with Excel
Once again, I turned to Excel for a data cleanup project. It occurred to me that this would make a good blog article. Here’s some techniques I use to help me handle data cleanup. Keeping data together...
View ArticleAdding double quotes to text in Excel
If you have ever worked with drop down lists in Sage ACT, you know that you can import items to populate the list. The list has to be a text file with the items one per line, enclosed in double...
View ArticleClik here to view.
Notes and History Report in Sage ACT. Are you working too hard?
Are you working too hard on your Sage ACT report? Just got off the phone with a client and realized this might be a great blog article. The most loved/feared report in Sage ACT is the Notes/History...
View ArticleClik here to view.
When people don’t want to pay for consulting
Once again we are sitting around the business “camp fire” discussing why people think it is not fair when we say we charge for answering questions. We are a consulting firm. That’s what we do. The...
View ArticleACT is now part of Swiftpage – Read all About it
Here is the official press release. The sale closed today. ACT is now part of Swiftpage. Awesome news....
View ArticleQuick Excel Trick of the week – results not showing in a cell
Ever typed in a formula in a cell and get no results? Me too. You have checked to ensure Automatic Calculation is turned on. You have hit F9 to force a recalculation And it still doesn’t show up....
View ArticleMoving the Sage ACT Index files from the C Drive
On a lot of Servers hosting ACT, the database lives on a different drive than C. This is because C drives are typically kept smaller. However, SQL likes to store things on the C Drive even if you...
View ArticleOpen a car with a cell phone – who knew?
Today after my Rotary meeting I witnessed something quite interesting. One of the members had locked his keys in his car. He got on his cell phone and called his wife who then clicked on the remote...
View ArticleClik here to view.
Patricia Egen Consulting products certified for ACT V16
Patricia Egen Consulting is pleased to announce all our ACT addons are certified and tested to work with ACT V16. Check out our eStore for more details. eStore
View ArticleClik here to view.
Customer Relationship Tracking – Why it works
Everyone who reads my blog knows by now that we work with Customer Relationship Software. It’s one of the applications in the aresenal of tools used by businesses to increase sales and customer...
View ArticleClik here to view.
Groups in ACT – the power of Consolidation
I love creating groups in ACT – or for that matter, in any CRM. It’s a way of consolidating contacts into meaningful relationships. Examples are christmas lists, prospects, do not call or email, and...
View ArticleClik here to view.
Collapsing blank lines in ACT reports – including envelopes and labels
You can configure fields on ACT! Envelopes, Labels and Reports to collapse for contacts with no data in that field by enabling the Collapse if blank attribute for that field on the template. Follow the...
View ArticleACT Client vs Web Features – Updated
I wrote this blog post a while ago and thanks to a request from a reader, I am updating it to be reflective of what is available now in ACT v16. I have highlighted in RED the new features. We get this...
View ArticleClik here to view.
ACT v17 Virtual Roadshow
ACT! v17 is right around the corner. We’re holding a virtual roadshow to highlight the new features, fixes and enhancements as well as showcasing existing capabilities added in the last few releases....
View ArticleClik here to view.
Friday Did You Know – ACT Follow up Button
Lots of people are enjoying our new Friday did you know so I am asking my staff for ideas to keep this going. Don said “you know what I use all the time? The Follow up button when I close an...
View Article
