Adding a Customized Report to the Report menu
Douglas Wolf ACT! Certified Consultant
If you are inspired to modify one or several of the ACT! reports and make them unique, you can then add those reports to the Reports menu for easy access.
1. Open the Reports menu.
2. Select Modify Menu.
3. The Modify Menu dialog box appears.
4. Click [...]

People are just rude!
Douglas Wolf ACT! Certified Consultant
According to recent workplace surveys, rudeness at work is on the rise! Whether its cell phones ringing in meetings, snide comments over the cubicle wall or customers who get in your face, we all are facing an increasing number of difficult people. In my experience as a coach/consultant, [...]

Getting your Outlook data into ACT!
Douglas Wolf ACT! Certified Consultant
Many people have been working with Outlook and find that it does not have the rich contact manager features and ease of use that ACT! offers.  However, they have had their life in Outlook – contacts, calendar, and maybe journal entries, and cannot afford to abandon [...]

Sales Funnel and Sales Graphs Reports
Douglas Wolf ACT! Certified Consultant
Version(s) of ACT! and level of user:  Version 5; Users who use the Sales/Opportunities in ACT! (Possibly “New User”; most likely “Power User”
“Pictures tell a thousand words.” We’ve all heard this – or something like this – before. It’s frequently much easier to understand a concept [...]

Introducing The Library Feature
Douglas Wolf ACT! Certified Consultant
If you used the ACT! program back in the days of ACT! for Windows 2.x you might remember a feature called Libraries. With that feature, you could place the name of an ACT! word processor document in the Library field and when you pressed the correct function key, [...]