Roll Over Activities in ACT!

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We never finish it all in a day - something has to get done tomorrow right? In ACT we roll-over uncompleted tasks to today's calendar (and/or Task List). Here's how:

1. Select Tools > Preferences > Calendar & Scheduling TAB
2. Click Scheduling Preferences > select the Activity type (we only do Calls & To-Dos)
3. Check the box for 'Roll over to today' then click OK
Close and reopen ACT and you'll get the prompt. Watch out - we just did it for a customer where 1400 uncleared calls showed up so hit cancel if you are unsure...

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When you decided to deploy ACT! you probably needed the help of a computer consultant to install and configure the program and you had to purchase a server to host the ACT! database. Hosting ACT! yourself includes ongoing maintenance and frequent upgrades not to mention creating synchronization for remote users and support. In other words, your ACT! life would be much easier if someone else handled all those things and let you run your business? Of course! Simplify your ACT! life and ask us about hosting your database in the cloud. Great for companies that don’t allow ACT on the network or if you work from a place without a server.

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Does your website have Contact Us (Inquiry) forms that visitors fill in and submit? Do you manually type or copy-paste contact and other information from these web form submissions into ACT!?

  • With eMail-Lead Grabber, you can automatically process web form submissions and other email-leads directly into ACT!.
  • eMail-Lead Grabber intelligently extracts name, address, email, phone and other relevant information from web form submissions and automatically creates contacts in ACT! as you receive them.
  • It cuts down the time spent on manual processing of such email leads by atleast 80%. It also eliminates inaccuracies and other hassles associated with manual data entry.
Visit them at www.eGrabber.com.

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