Administrative Dashboard

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

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How to save your personal data

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.

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Linking Companies – greyed out button

Linking contacts to companies is a basic feature of Act! CRM, making it easier to manage customer communication with multiple members in the same company. Or making sure, that you do not mix up customers with similar names – quite an embarrassment when you call a contact and start talking about a project or sales offer and you contacted the wrong company. It works the other way around when you communicate with multiple contacts in the same company. Collect them all in one list in order to find the right contact by simply selecting the company.

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HandheldContact Synchronization

Synchronization problems with HandheldContact?

Every software has its peculiarity and so sometimes even HandheldContact can give you a little unforeseen trouble. This can be the result of a variety of things.
In the following you will find a short list what can be done when a certain problem arises:

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