Archive for January, 2001

Database Mining: The Referred By Field
Douglas Wolf ACT! Certified Consultant
What’s the worst thing you can do when getting a referral? Nothing. What’s the second worst? Not giving any info back to the person who referred you. If they think you’ve dropped the ball, they’ll never again give out your name. Here are some ideas to [...]

Action!

Action!
Douglas Wolf ACT! Certified Consultant
There is no dispute that when ACT! is used properly, it helps salespeople focus on the most important part of their job-selling. A big part of selling is communicating with customers on a regular basis because doing so builds loyalty and repeat business. Action! is a product that automates the selling [...]

Notes from the Editor

Notes from the Editor
Douglas Wolf ACT! Certified Consultant
In 1993 I was in Texas writing a software users manual for Contact Software. ACT! for DOS version 2 was about to be released and because I had some writing experience and know a muckity-muck at the firm, I was contracted. The plan was to spend a week [...]

Annual Events Feature

Annual Events Feature
Douglas Wolf ACT! Certified Consultant
Do you have annual events like customer’s or friends birthdays or anniversaries that you would like to find easily? If you do, then the ACT! 6 Annual Events feature will be a big help.
Of course with previous versions of ACT! you could always set a recurring activity so that [...]

ACT QT

ACT QT
Douglas Wolf ACT! Certified Consultant
I received an email as that reads:
“ I want to delete histories that show in the notes/histories section of my record. When I try to delete them, I get a message saying “the administrator has disable modification of the histories”. I am now the administrator, having inherited that role from [...]