"I have a problem fining/moving an application window that has gone out of the viewing area"

"I have two monitors at my desk but when i take my laptop home and I open ACT! / Outlook / Other application, it doesn't show on the screen"

"When I start my (application), it looks like it is starting and I can see it in the task bar but it doesn't come up on the screen anywhere"

We get calls like this at least once a week.

It is always good practice to make sure that you have backups of your data.  Quite a few clients have backup programs that run on a weekly or nightly basis but sometimes that just isn't enough and they like to make manual backups.

Since ACT! 2012 added the Universal Search feature, there have been a few instances when the ACT! Index files have grown very large on the C: drive and needed to be moved to a different drive.

As a Best Practice on servers we tend to try to limit what gets installed to the C: drive so that we can keep it clean and tidy and keep the server running as optimal efficientcy.

The ACT!/Outlook integration has come a long way in the last fews years and I am pretty happy with it.  There are a few tweaks I'd like, but overall it's easy to use for both recording outgoing e-mail messages as well as selectively attaching incoming messages.

Here are some quick tips for using activities, history, and follow-up properly in ACT!  to ensure you don't miss a beat when managing your tasks and taking care of your customers.

Activities

Activities are items that you schedule in advance that show up in a few places: on your Task List, your calendar, and on the record for the contact that you've scheduled an activity with.

Ever want to get a map of your Contacts? well if the curiosity ever struck here's a handy tool to help you get it done!

Create the lookup of contacts that you want to plot on the map
What you need to do next it to get a list of Contacts into Excel with the following fields: Address, City, State (or Province), ZIP Code (or Postal Code), and Company.

Sometimes when I have a ton of things to get done, I don’t track all my activities in ACT!, I need a bit more of a unpolished system to sort stuff out.

Why? Well, I have a strategy for getting things done – I like to sort things by both importance and the “fun factor”. I don’t always work that way, but when I’ve got a lot to do, this helps me to:

Make sure the important stuff gets done
Get the things done first that take more effort and energy, and leave the things I enjoy to be done afterwards, when I might not otherwise have as much energy and enthusiasm

How do you sort by “Fun” you ask? Well, the answer is that you can’t do it within ACT! – but it’s an easy thing to do in Excel by adding an extra column.