Thanks for the kind words Marc. We look forward to working with you again soon on the next cool project.
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More info about the ACT to Quickbooks Link
Click here to buy the ACT! to Quick books Link
Our next release features:
ALL these new features delivered: 28th April 2010
Click here for more information on the ACT! to MYOB Link. (including video demo)
The relationships tab is a new feature that came out with ACT! 11.0.1 and is also included in ACT! 12/2010.
It is an excellent way to record which contacts relate to each other in your database. ACT! is very good at associating contacts with companies and groups. These are helpful for 'many to one' type relationships. I.E Many contacts work for the one company, or many contacts are going to be the member of one group.
The relationships tab captures the 'one to one' contact relationships. IE. this contact is related to that one.
I use this a lot for relating contacts who refer me business to those they referred. This way I can see under a referers tab, all the people they have referred me to. I can also see the relationships they have with those contacts. E.g. I can see they have referred me to a friend, a relative, and a client.
All this information helps to recall the context of the relationship.
The best thing about this feature is that it is fast to connect two contacts together, and it is even faster to click between contacts that are connected in this Tab.
Helped a client this morning where the integration between Microsoft Outlook and ACT! kept being lost. I would fix it and it would work that day, then drop the next day. VERY frustrating for both client and I.
With the help of this ACT! KB article: ACT! icons & tabs not appearing in Outlook, we overcame part 1 of the issue, and then with a little scripting I've setup that workstation to keep a known good copy of the ACT! preferences and use that to overwrite the current preferences on each start-up of the workstation - that solved part 2 of the issue.
The ACT! preferences are kept in
%appdata%\ACT\Act for Windows\ directory.
Another possible solution is found here: Preference Settings for Word Processor, E-mail, and Customization is Not Retained after Restarting Your Computer - although not helpful for time for me.
Although having done this before, I once again found that I'd forgotten to copy the customised forms.
Here is how you get the customised forms (layouts) onto the workstations and laptops using RDB's (Remote Databases) - you need to copy the files from
on the server hosting the ACT! database to the same location on the workstation.
Thus if your ACT! database on the server is at
the location would be
and you would copy it to the workstation with the RDB to, for example:
Hoping that helps some of you trying to find where those layouts went...
When you schedule a task for others in ACT!, you get a drop-down list of people you have permission to schedule for. No problem, but what about when staff leave?
There are a couple of things to do here but deleting their user record is NOT one of them. Make the user 'inactive' - do not delete them, the reasons why are the subject for another post another time.
However, this means that they are still in the above mentioned list, you can still see them in the list of people you can schedule for.
I've seen some people rename the user from "USERNAME" to "zzUSERNAME" so that the appear at the end of the list, but it's nice to be neater, right? Yes, I'm glad you agree ;-)
In fact it is a really simple solution that works perfectly (thanks to KR for the pointer). You simply edit the user and change their security role from "Standard" (or whatever it was) to "Browse".
They now no longer appear in the list. Now that's neat.
Just reading this article at CSO on the dangers of using mobile devices and it specifically mentions the John McCain incident:
...officials with John McCain's campaign mistakenly sold a Blackberry to a Fox television reporter for US$20 in a fire sale...
News like this makes me glad that the most of our clients that use either Blackberries or Windows Mobile devices are using Handheld Contact (aka HHC) to sync their data to their handheld.
I AM GLAD because Handheld Contact has an option on the server side to "Erase data from handheld" which will erase all data sent to the handheld by HHC which is all the contact info for all the contacts.
If a client loses their Blackberry, all it takes is a phone call to their system admin (or me), a couple of mouse clicks and a large chunk of sensitive information is removed from the Blackberry.