Elizabeth Shepard – Casner Shepard Financial
Bob Copeland – Copeland Insurances Services
Lori White – Liviakis Financial
Activities for a single Contact or Group of Contacts is a key reason we find ACT on the desktop of so many different types of businesses today.
The standard ACT reports are quite useful and templates are very straightforward and easy to create. I have designed a number of custom reports for my clients, and I have worked with ACT Add-on products such as SwiftPage E-mail Service, Sage ACT Connect and ACT4Advisors. I have a Premium Tech Support Contract with ACT that allows me unlimited tech support from ACT on behalf of my clients.
Some of the ACT Support I offer:
New ACT Database Set-up:
Create a new ACT Database and import Contacts from Outlook, Goldmine, Palm or Excel to ACT.
Custom-designed layouts built with custom fields – including dropdowns with either single-select or multi-select boxes.
Create Custom Reports and Templates.
Configure ACT to integrate with Outlook and Google.
Upgrade ACT Database:
If you are upgrading your Computer to Windows 7, you will need a new version of ACT.
I will upgrade your ACT Database from ACT 6 or upgrade your ACT SQL-based Database to the current version.
ACT Training & Client-Specific Procedures:
On-site training for you and your staff for all key ACT features.
Draft Client-Specific Procedures for Mail Merge, Groups, Remote Database sync, whatever you need.
Synchronize your phone or tablet or Laptop with ACT Database:
Synchronize your ACT Database to a Laptop for remote use.
Synchronize your ACT Database to any phone or tablet using CompanionLink
Troubleshoot ACT Database Issues:
ACT Tech Support – trouble-shoot all ACT issues on site or via remote access.