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25 results for "Karen S. Fredricks"
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Sharing ACT! 2005 and Outlook Address Books
A common misconception among potential ACT! users is that they don't need ACT! because they're using Outlook. You might snicker at that suggestion if you realize that Outlook is a PIM [more…]
Found in: MS Outlook & Outlook Express -
Setting Up Office Live Accounts in Outlook
If you have multiple Office Live accounts, you can connect each one of them to Microsoft Outlook. Sound complicated? It's not, if you follow these steps: [more…]
Found in: MS Outlook & Outlook Express -
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…]
Found in: CRM Software -
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…]
Found in: CRM Software -
Adding New Contacts in Act! 2005
On the very simplest level, the main purpose of ACT! is to serve as a place to store all the contacts that you interact with on a daily basis. You can add and edit all your contacts from the Contact Detail [more…]
Found in: Assorted Software -
Office Live: Getting to Know the Outlook Connector
Microsoft has designed a nifty tool — the Microsoft Office Outlook Connector — and included it as part of the Office Live Essentials and Premium subscription. The tool allows you to [more…]
Found in: MS Outlook & Outlook Express -
Running a Report in ACT! 2005
The following steps apply to all ACT! reports. The dialog box is the same for all reports. Depending on the report that you're running, however, some of the options may be unavailable and thus appear grayed [more…]
Found in: Assorted Software -
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…]
Found in: CRM Software -
Keyboard Shortcuts for ACT! by Sage
If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard [more…]
Found in: CRM Software -
Creating a New Project in Office Live
When using Office Live, the first step in project management is to identify the project and create a record of all the details. You do this by using an Office Live Premium Business Application called Project [more…]
Found in: MS Project -
Office Live: Sharing Documents in Business Contact Manager
Business Contact Manager and Office Live make it easy to share documents with users in other locations. You can either upload a bunch of documents directly to the Business Documents list, or you can create [more…]
Found in: Assorted Software -
Sending Outlook E-Mail from an Office Live Account
After you connect Outlook to Office Live, your Office Live e-mail contacts now synchronize to Outlook, and you can address an e-mail to any one of those contacts with a click of a button. In addition, [more…]
Found in: MS Outlook & Outlook Express -
User Roles in ACT!
ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the [more…]
Found in: CRM Software -
Comparing the SugarCRM Editions
SugarCRM has three editions: Community (free version of Sugar generally used by businesses with 1-10 users); Professional (generally used by larger organizations wanting additional [more…]
Found in: CRM Software -
Commonly Used SugarCRM Modules
By default, SugarCRM displays 12 modules (elements of the program) across the top of the screen as tabs. You can access the other modules by clicking the double right-pointing arrows on the right side [more…]
Found in: CRM Software -
SugarCRM Modules Explained
The purpose of a Sugar CRM module is to add new information, access current information, and if needed, edit that information. Anywhere from 15-50 fields exist that contain information specific to that [more…]
Found in: CRM Software -
ACT! by Sage For Dummies Cheat Sheet
ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and [more…]
Found in: CRM Software -
SugarCRM For Dummies Cheat Sheet
SugarCRM (customer relationship management) is a software solution for boosting your company's effectiveness in marketing, sales, and customer satisfaction. Learn the functions of Sugar modules and which [more…]
Found in: CRM Software -
Outlook 2010 All-in-One For Dummies Cheat Sheet
Need to get a handle on the tons of e-mail you get every day? Outlook 2010 makes managing your e-mail easier than ever. With the addition of the Ribbon interface to Outlook, you’ll find all the Outlook [more…]
Found in: Outlook 2010 -
How to Navigate in the Outlook 2007 Business Contact Manager Home Window
Using the Business Contact Manager (BCM) Home window in Outlook 2007 is a convenient way to get to most of BCM’s functions without going through the menu system or remembering keystrokes. The tabs at the [more…]
Found in: MS Outlook & Outlook Express -
Managing Your Mail with Outlook 2010
After you start getting a bunch of e-mail messages, it’s easy to feel buried under a mountain of mail. Luckily, Outlook 2010 makes it easy to review incoming messages and deal with any attachments they [more…]
Found in: MS Outlook & Outlook Express -
How to Move around in the Outlook 2007 Business Contact Manager
Moving around the Outlook 2007 Business Contact Manager is easy. You can find what you want with the Business Contact Manager menu on the Outlook menu bar, shown in the following figure, or use one of [more…]
Found in: MS Outlook & Outlook Express -
Useful Outlook 2007 Shortcuts for the Business Contact Manager
If you’re a sales person or business manager, Outlook 2007 Business Contact Manager is a step above plain old Outlook 2007, but that doesn’t mean you can’t make good use of the keyboard shortcuts available [more…]
Found in: MS Outlook & Outlook Express -
Getting to Know the Outlook 2010 Interface
In order to create a new Outlook item, whether it be a new e-mail, a new appointment, or a new To-Do item, you enter details into a form, such as the Message form shown here. The forms may change a bit [more…]
Found in: MS Outlook & Outlook Express -
Outlook 2007 Business Contact Manager For Dummies Cheat Sheet
The Outlook 2007 Business Contact Manager (BCM) is just what you need if you’re a salesperson or a business manager. Along with the normal, helpful Outlook features, the BCM offers tools to help you stay [more…]
Found in: Outlook 2007
