Connecting your CRM system Act! with your ERP system offers you many possibilities and advantages. Both sides are integrated into the awarding and processing of contracts and orders. Your company can inspect the ERP data for their contacts in Act! and new contacts are synchronised automatically.
A lot of times we receive requests by Act! users who don’t know their user name anymore and cannot log in to the system, saying “What is my Act! user name?” This article is interesting as well for administrators who want to check on the history of user logins.
What are the differences between the two export possibilities – the comparison: the export with Act or EXPORTIT? Every variant has different settings, features und functions.
From the online inquiry to the customer in the CRM system Act!: With our shop as an example I want to show how you can automatically process e-mails from the shop or the website in Act. Thus you optimzie your workflow.
CRM implementation in 3 phases is a simple overview of the complex process of CRM-system implementation. Most CRM-systems fail because too many functions are implemented from the get go. And most often CRM-systems silt up because the project manager does not have the necessary authority to enforce the time frame and set goals. Especially for medium-sized companies it is imperative that the system matches the company’s available resources, needed functionality and processes. Unnecessary and complex functions usually means additional cost and effort that don’t have any use. When selecting a system don’t forget the people who have to manage their work day with the new software.
In act! you have the possibility to to configure the tab stops and enter stops by yourself. I will show you how and where you set them You can set up the stops in the layout designer. You can reach the layout designer on the following path: Extras => Design layout => Contact For this … Read moreTab Stops and Enter Stops
If the error “Index was outside the bounds of the array” appears, you have two opportunities to solve this problem.
After you updated your Act! database to version 16 or 17 and opened it, you should get the following error after a few seconds:
If you are using your act! database with administrative rights you are able to use the dashboard
In the administrative dashboard you can get information about the latest user log-ins and the remote database status, if you activated the synchronisation. The dashboard will give you a overview across three parts:
- status of the users
- sync status of the remote databases
- information of the remote databases
A daily backup of your Act! database is absolutely necessary and should be checked regularly for errors. We will present multiple methods, a combination of which is perfect.
The main Act! database is secured by the administrator regularly. But what about your personal data?
You have the possibility to save it separately. You should make use of this possibility when you change your settings. For this feature you don’t need administrative rights.