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Act! 2012 | ACT! Consultant - Melbourne | CRM Software | Help with ACT!

 

Sage ACT! 2012 is finally here!!

Top Reasons to upgrade

  • Sage ACT! 2012 is stacked full of new features to revolutionize the way you do business. ACT! is all about effective time management and these improvements will let you do just that.
  • Find what you need faster with an expansive Universal Search option that lets you get to that key piece of information wherever it is. Manage your day effectively with a convenient Virtual Notepad, which enables you to quickly capture impromptu notes, phone numbers, and personal reminders, allowing you to prioritise and cross of tasks as they come in.
  • Have easy access to your contacts and calendar from virtually anywhere! With Sage ACT! Connect, your contact details, notes, history, meetings, and activities are stored safely in the Cloud.  So next time you’re on the move, you can quickly pull up that customer address you’re headed to, make changes to an existing phone number or email address, and check your meeting schedule for the day.  
  • Work seamlessly with the web-based productivity tools you already rely on, including Gmail®, Google® Contacts, and Google Calendar™. No need to check two different places for a complete view of your emails, contact details, and personal activities. All or just a subset of these details can be kept updated in Sage ACT!
 

Tips and Tricks

Writing Letters:

From ACT!'s Write menu, you can write template-based letters to any contact in your ACT! database. Template letters will appear in the default word processor--either the ACT! word processor or Microsoft Word.
 

Creating a Mail Merge:

ACT! makes it really easy to create a mail merge -- a mass personalised letter created for multiple contacts at once.

When you need to send a letter to more than one contact in your ACT! database, you can use the Mail Merge feature in ACT! to send a template-based letter in one short procedure. By following the simple steps in the ACT! Mail Merge Wizard, you can write a single template-based letter to multiple contacts in an ACT! database. If you've used the mail merge features in other programs, you'll probably find that ACT!'s Mail Merge is much more user-friendly.