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ACT! - Tips and Techniques

Guest post by: Shirley Coop

Article Overview: "The attractive interface, the abundance of help within the UI, and new features like full synchronization with Outlook makes ACT! 2011 a hearty customer management application and a tool that any business person should consider."

ACT! - Tips and Techniques

A. Creating a contact record from a company record. A contact record can be created from a company record in ACT! with the same company name, address, etc.

To create a contact record, display the company record whose address you want to use in the contact record. Do this by clicking on the company icon on the navigation bar or by clicking Viewthen Companies. Select the company in the tree that you want to use. Next click Companiesthen "Create Contact From Company". A new contact record will be created with field data filled in for address, phone, web site, and ID/Status, but not Contact Name. You just enter the person's name and you are done.

In a similar manner, you can create a company record from a contact record. To do so, while in Contact Detail View, click Contactsthen "Create Company From Contact". A new company record is automatically created with the company name, address, phone, etc. found in the displayed contact record.

B. Look-up by example



When you want to do a look-up in ACT! with several criteria at one time, Look-up By Example is a good way to accomplish it. For example, if you want to see all of your prospects in "Detroit, Michigan," you can click on Look-up "By Example". A blank contact template appears. You then enter the data into the fields you want to find. So in the city field, enter "Detroit". In the state field, enter "MI". In the ID/Status field, enter "Prospect". Then click the Search button in the lower right corner. Click OK to replace the previous look-up. Your look-up now shows all prospects in "Detroit, Michigan."

Shirley Coop

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Article Tags: act contact software, act contact software consulting, act look up by example, customer management application



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Business Tips - How about: Tips for managers to handle employees more effectively? Tips on how to deal with difficult customers? Tips on how to deal more effectively with suppliers? The only three I have in mind right now, but will try to come up with something else. Chris
Re: Bad SEO techniques? - There are few more techniques which also known as the Bad SEO Techniques or Black Hat SEO Techniques. Such as: - Relying on keyword metatags - Purchase Links (From Spamming or blacklisted sites or doing purchase links on high level for site marketing) - Horde Page Rank: This is one of my favorites, because it's one that most webmasters don't understand yet. This is because it changed over the past year or two. The concept people have in their mind is that page rank is a key part of site rankings and linking to other sites "leaks page rank" from your site. However, the world has changed. - Swap Links: Another oldie, but not goodie. Search engines want links to represent endorsements. Swapped links represent barter, and they are trivial to detect. Don't swap links for the purpose of building page rank. It's a waste of your time - Implement duplicate content - Use Session IDs on your URLs - Use lots of Javascript - Implement your site in Flash
Re: Bad SEO techniques? - [quote="WebBizIdeas.com":1jr37kqx]There are few more techniques which also known as the Bad SEO Techniques or Black Hat SEO Techniques. Such as: - Relying on keyword metatags - Purchase Links (From Spamming or blacklisted sites or doing purchase links on high level for site marketing) - Horde Page Rank: This is one of my favorites, because it's one that most webmasters don't understand yet. This is because it changed over the past year or two. The concept people have in their mind is that page rank is a key part of site rankings and linking to other sites "leaks page rank" from your site. However, the world has changed. - Swap Links: Another oldie, but not goodie. Search engines want links to represent endorsements. Swapped links represent barter, and they are trivial to detect. Don't swap links for the purpose of building page rank. It's a waste of your time - Implement duplicate content - Use Session IDs on your URLs - Use lots of Javascript - Implement your site in Flash[/quote:1jr37kqx] Hi Jeff, Thanks for adding to the list. I have one question, though. How would one implement Session IDs for a URL, and what benefit would come from doing so?
Re: Bad SEO techniques? - [quote="WebBizIdeas.com":1a8vvwse]There are few more techniques which also known as the Bad SEO Techniques or Black Hat SEO Techniques. Such as: - Relying on keyword metatags - Purchase Links (From Spamming or blacklisted sites or doing purchase links on high level for site marketing) - Horde Page Rank: This is one of my favorites, because it's one that most webmasters don't understand yet. This is because it changed over the past year or two. The concept people have in their mind is that page rank is a key part of site rankings and linking to other sites "leaks page rank" from your site. However, the world has changed. - Swap Links: Another oldie, but not goodie. Search engines want links to represent endorsements. Swapped links represent barter, and they are trivial to detect. Don't swap links for the purpose of building page rank. It's a waste of your time - Implement duplicate content - Use Session IDs on your URLs - Use lots of Javascript - Implement your site in Flash[/quote:1a8vvwse] I wouldn't think of "relying on keyword metatags", "using lots of javascript", and "implementing your site in Flash" as bad/black hat...just ineffective. The search engines don't pay much attention to keyword metatags, and using javascript/flash just means the search engines can't "read" it (so if your menu is javascript, for instance, the search engine won't see any keywords you might have in there.)
Re: Bad SEO techniques? - [quote="Alan Mater":3gnk0yja][quote="WebBizIdeas.com":3gnk0yja]There are few more techniques which also known as the Bad SEO Techniques or Black Hat SEO Techniques. Such as: - Relying on keyword metatags - Purchase Links (From Spamming or blacklisted sites or doing purchase links on high level for site marketing) - Horde Page Rank: This is one of my favorites, because it's one that most webmasters don't understand yet. This is because it changed over the past year or two. The concept people have in their mind is that page rank is a key part of site rankings and linking to other sites "leaks page rank" from your site. However, the world has changed. - Swap Links: Another oldie, but not goodie. Search engines want links to represent endorsements. Swapped links represent barter, and they are trivial to detect. Don't swap links for the purpose of building page rank. It's a waste of your time - Implement duplicate content - Use Session IDs on your URLs - Use lots of Javascript - Implement your site in Flash[/quote:3gnk0yja] Hi Jeff, Thanks for adding to the list. I have one question, though. How would one implement Session IDs for a URL, and what benefit would come from doing so?[/quote:3gnk0yja] Session ID shows up in the URL only if the method of the submitted form is GET, i.e., <form method="get"...>. If you can arrange for the form method to be POST, this particular problem does not arise. Data-transmission paths to the host differ between GET and POST. The latter, as well as being somewhat more secure, completely sidesteps the issue of fake URLs and SE confusion.


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