ACT! Consultant - Melbourne | CRM Software Help | Help with ACT!
Help with ACT! and CRM Software: 0419 318727
ACT! Information Session
These Information Sessions are ideally suited to businesses looking to implement a CRM, or current users of ACT! looking to upgrade to the lastest version. If you already use ACT! 2009 (Version 11), please see our ACT! Essentials Training Courses for information and dates on our training courses.
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What others say
Steve Nespor
Date: Oct 01, 2009
Thanks for getting me in on the Act! As you are aware our three separate organisations have a huge database but we didn\'t really know who was who and from where we knew them from. So with Act, we are able to differentiate between our OH&S clients from our website clients and those again from our...
Date: Oct 01, 2009
Thanks for getting me in on the Act! As you are aware our three separate organisations have a huge database but we didn\'t really know who was who and from where we knew them from. So with Act, we are able to differentiate between our OH&S clients from our website clients and those again from our...
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. |
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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. |
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