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Sage ACT! 2012 Cookbook

Book Description

Over 90 advanced recipes in this book and eBook for power users of Sage ACT! 2012 to increase the efficiency of businesses

  • Immediately access ACT! 2012 with a full understanding of the Welcome screen and Navigation Bar

  • Segment your ACT! database into Groups and Companies, Secondary or Related Contacts

  • Become a CRM expert by combining the ease of E-Marketing with the power of Smart Tasks to build your business

  • Ensure that your ACT! database is properly maintained so that it remains worry free

  • In Detail

    Sage ACT! is a top-selling CRM application that helps businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.

    This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011 as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.

    This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.

    The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically—this book will help you do just that.

    Take full advantage of the new advanced capabilities of ACT! 2012 for organizing your customer contact information into a powerful CRM database.

    Table of Contents

    1. Sage ACT! 2012 Cookbook
      1. Sage ACT! 2012 Cookbook
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      7. 1. Working with the Welcome Page and Navigation Bar
        1. Introduction
        2. Using the Welcome Page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Modifying the Welcome Page
            2. Seeing changes in the Welcome Page
        3. Changing the Startup view
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Returning to the Welcome Page
        4. Working with the Navbar
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Changing the Current view
          1. Getting Ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Customizing the Navbar
          1. Getting Ready
          2. How to do it...
          3. There's more...
        7. Connecting ACT! to other services
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Linking to Accounting Software
      8. 2. Jotting Down your Notes Using Scratchpad
        1. Introduction
        2. Adding an item to the Scratchpad
          1. How to do it...
          2. How it works...
          3. There's more...
        3. Making changes to Scratchpad items
          1. How to do it...
          2. There's more...
            1. Deleting a Scratchpad entry
        4. Changing the order of the Scratchpad items
          1. How to do it...
          2. How it works...
        5. Transferring Scratchpad items to an ACT! database
          1. Getting Started
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Marking a Scratchpad item as complete
          1. How to do it...
          2. How it works...
          3. There's more...
        7. Printing the Scratchpad list
          1. How to do it...
          2. How it works...
      9. 3. Using Queries to Find Data
        1. Introduction
        2. Performing a basic lookup
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Returning to a previous Lookup
            2. Creating a group from the current lookup
        3. Looking up by Example
          1. How to do it...
          2. How it works...
          3. There's more...
        4. Creating an Annual Event lookup/search
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Creating a lookup by Contact Activity
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Creating a lookup using the System Date fields
        6. Creating an Advanced Query
          1. How to do it...
          2. How it works...
          3. There's more...
        7. Searching on keywords
          1. How to do it...
          2. How it works
          3. There's more...
            1. A few commonly overlooked searches
        8. Using the universal search
          1. How to do it...
          2. There's more...
            1. Using special search characters
      10. 4. Relating Contact Records
        1. Introduction
        2. Adding the Relationship tab
          1. How to do it...
          2. How it works..
        3. Adding a Related Contact
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Adding multiple Related Contacts
          1. How to do it...
        5. Changing a relationship
          1. How to do it...
          2. How it works...
          3. There's more...
        6. Creating a Secondary Contact
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Adding a Secondary Contact by duplicating an existing one
            2. Creating a Lookup of Secondary Contacts
        7. Promoting a Secondary Contact
          1. How to do it...
          2. How it works...
          3. There's more...
      11. 5. Integrating Contact Information with Websites
        1. Introduction
        2. Understanding the Web Info tab
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding the Web Info tab
            2. Manually resizing the internal browser
        3. Editing an existing web link
          1. Getting ready
          2. How to do it...
          3. How it works...
        4. Creating a new web link
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Deleting a web link
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Creating an Internet link
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Adding a website link to the History tab
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      12. 6. Grouping your Contacts
        1. Introduction
        2. Creating a Group
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Adding Static Members to a Group
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Removing Static Members from a Group
          1. How to do it...
        5. Adding Dynamic Members to a Group
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding both static and dynamic group members
        6. Creating a Group from the current Lookup
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Using the Group tab of the Contact Detail view
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Working with the Group/Company tab
        8. Working with Groups
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      13. 7. Working with Companies
        1. Introduction
        2. Learning about Company views
          1. How to do it...
          2. How it works...
        3. Creating Companies from the Companies Detail view
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Entering new Companies from the Company List view
            2. Every new Company must have a name
        4. Creating a Company from a Contact record
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Adding a Division to a Company
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Viewing Divisions from the Company List view
            2. Moving Divisions
        6. Deleting a Company
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Linking Contact and Company Records
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Moving between Contact and Company records
            2. Removing the Company hyperlink
        8. Adding a Contact to a Company
          1. Getting ready
          2. How to do it...
          3. How it works...
        9. Working with a Company Record
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Adding the contact's name to the Notes tab
            2. Working with the History and Document tabs
            3. Working with the Company Activity tab
            4. Working with the Company Opportunities tab
        10. Linking Company and Contact Fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        11. Creating a Lookup of Company Contacts
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Creating a Lookup from the Company List view
      14. 8. Creating Golden Opportunities
        1. Introduction
        2. Working with the Opportunity View
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Adding processes and stages
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Creating a process for project management
        4. Adding products and services
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Product Pricing
            2. Importing an existing price list
        5. Working with opportunity fields and layouts
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Creating an opportunity
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Working with probabilities
            2. Give 'em a discount
        7. Editing an opportunity
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Closing the deal
        8. Working with the Opportunity List
          1. Getting ready
          2. How to do it...
          3. There's more...
            1. Hitting the Reset button
            2. Customizing the columns
            3. Exporting to Excel
            4. Quick printing the Opportunity List
        9. Creating an Opportunity Graph
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      15. 9. Integrating with Microsoft Outlook
        1. Introduction
        2. Setting up Outlook as your ACT! e-mail client
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Deciding on the email - record history options
        3. Sending an Outlook message to a single contact
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Sending an email template
        4. Sending an Outlook message to multiple contacts
          1. Getting ready
          2. How to do it...
          3. There's more...
        5. Sending an e-mail to an ACT! contact in Outlook
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Linking incoming Outlook e-mail to ACT!
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Creating a new ACT! contact from Outlook
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Scheduling a task from an Outlook email Message
        8. Synchronizing your ACT! calendar to Outlook
          1. How to do it...
          2. How it works...
          3. There's more...
        9. Synchronizing your ACT! contacts to Outlook
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      16. 10. Integrating with Google
        1. Introduction
        2. Setting up Google and ACT! integration
          1. Getting ready
          2. How to do it...
          3. There's more...
        3. Synchronizing your ACT! calendar to Google
          1. How to do it...
          2. How it works...
          3. There's more...
        4. Synchronizing your ACT! contacts to Google
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Setting the Record History options for Google
          1. How to do it…
          2. How it works...
          3. There's more...
            1. Using Outlook to manage your Gmail
        6. Setting up automatic integration
          1. Getting ready
          2. How to do it…
          3. How it works...
          4. There's more...
      17. 11. Performing Routine Maintenance
        1. Introduction
        2. Performing routine maintenance
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Creating a backup
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Password protecting the backup file
            2. Additional reasons for using an ACT! backup
        4. Restoring a backup
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Using the ACT! Scheduler
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Checking on the Scheduler
            2. Determining a good time for the Scheduler to run
        6. Applying ACT! updates
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Changing the automatic update preference
        7. Removing old data
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Merging duplicate records
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Copying or moving duplicates
        9. Deleting a database
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        10. Performing a global edit and replace
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Swapping or copying fields
      18. 12. Creating an E-marketing Campaign
        1. Introduction
        2. Adding your E-marketing account
          1. credentials
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There’s more...
              1. Turning off the Marketing Results tab
              2. Why can’t I just use ACT! email?
        3. Moving a template to the local library
          1. Getting ready
          2. How to do it...
          3. How it works...
        4. Editing a local template
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There’s more...
            1. Editing a template directly from the Internet
            2. Creating a plain text template
            3. Determining template column widths
            4. Adding a personal message
        5. Importing an existing HTML template
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There’s more...
        6. Sending an E-marketing pieces
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There’s more...
          5. See also
        7. Updating ACT! with E-marketing history
          1. Getting ready
          2. How to do it...
          3. How it works...
        8. Analyzing an E-marketing campaign
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There’s more...
            1. Requesting a CSV file of your results
        9. Creating a Lookup of your Campaign Results
          1. Getting ready
          2. How to do it...
          3. There’s more...
        10. Creating a survey
          1. How to do it...
          2. How it works...
          3. There’s more...
        11. Creating a web form
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There’s more...
      19. 13. Working Smarter with Smart Tasks
        1. Introduction
        2. Learning about the existing Smart Tasks
          1. How to do it…
          2. How it works...
          3. There's more...
            1. Using Smart Tasks with ACT! E-marketing
        3. Editing an existing Smart Task
          1. How to do it…
          2. How it works...
          3. There's more...
        4. Creating a Smart Task template
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Adding a Smart Task step
          1. Getting ready
          2. How to do it...
          3. How it works...
            1. Understanding the steps of a Smart Task
        6. Changing Smart Task steps
          1. Getting ready
          2. How to do it...
        7. Setting a Smart Task to Auto-Run
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Running Smart Tasks manually
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        9. Checking the status of a Smart Task
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...