Understanding Access Levels and Roles in Microsoft CRM
The privileges you are assigned regulate the functions you can perform on particular Records or objects. Your access levels determine which Records these privileges apply to. In other words, although your [more…]
Using Microsoft Word in ACT! 2008
ACT! 2008 can use Microsoft Word 2007 as the default word processor, and you can attach Word documents to the Documents tab. What you might not have noticed, however, is that after you install ACT!, an [more…]
Managing the Calendar in Microsoft CRM
The ingredients essential to calendar management include viewing existing Activities, entering new Activities, the inevitable rescheduling of Activities, and [more…]
Weeding Out Duplicate Contacts in ACT! 2007
Finding pesky duplicates in your ACT! 2007 database is tricky but not impossible. Because having multiple records for the same person or company is common, ACT! enables you to check easily for duplicate [more…]
Identifying and Accessing Reports in Microsoft CRM
Microsoft CRM contains predefined reports and charts separated into four major categories — sales, service, administrative, and marketing. Each of these categories contains reports that display information [more…]
The Importance of My Record in ACT!
The first contact that you see when opening an ACT! database is your own — that's your My Record. My Record is nothing more than a contact record that's associated with a user of the database. Your My [more…]
Adding and Editing New Microsoft CRM Accounts
Accounts are companies. Subaccounts may be divisions of the main company or may be separate physical locations of the same company. Anything you add in Microsoft CRM, you can edit. And anything you add [more…]
Encountering the Microsoft CRM Home Page
When you start Microsoft CRM, the first thing you encounter is the Home Page. The Home Page is not only the first place you land, it's the place you can always go back to if you find yourself confused [more…]
Tracking Your Contacts with Microsoft CRM
Personal Information Managers (PIM) and Contact Management Systems (CMS) were introduced in the mid-1980s. Both PIM and CMS systems enabled you to organize the names, addresses, and phone numbers for all [more…]
Scheduling Resources into Microsoft CRM
With Microsoft CRM, you and your staff can easily deliver timely customer service. The first thing you need to do is set up your resources — that is, your facilities and equipment — on the schedule. [more…]
Add a Document to the ACT! Documents Tab
In ACT! 2008, adding a file to the Documents tab is easy and well worth the effort. The Documents tab, which you can find on the Contacts, Groups, or Companies windows, allows you to attach or create a [more…]
Securing the Fields in ACT! 2007 Premium for Workgroups
ACT! 2007 Premium for Workgroups comes with a great feature — field level security. That means an Administrator or Manager can determine which fields users will be able to see — and which ones they won't [more…]
Modifying and Hiding Report Sections in ACT! 2007
An ACT! 2007 report template is divided into sections of information. Each section has a section title that appears in the report template but doesn't appear in the report itself. You can determine which [more…]
Using the Task List in ACT! 2007
The ACT! 2007 Task List gives you a listing of all the activities for all your contacts. Access the list by clicking the Task List icon on the ACT! Nav bar. You can filter the Task List by using different [more…]
