KSC Header
Act! News: v18.1 Release
Spring Clean Your Database: Merging Duplicate Entries
Featured Act! Add-On: Duplicate Remover Wizard
Upcoming Act! Webinar - Mid-Year Sales Review: Are You Where You Want To Be?
Kristi & Rachel Out of the Office - May 23rd to May 29th
Act! v18.1 Is Here!
Drop image here
We’re pleased to announce the release of Act! v18.1, which introduces new features that help you prioritize your focus, offers seamless integration with hundreds of popular business apps, and provides enhancements to your Act! experience with dozens of performance and usability improvements.

Key Highlights of Act! v18.1
  • Increase productivity with the all-new Favorite Contacts checkbox, and the Activity Create Date stamp.
  • Integrate with ease by leveraging Act! Connect to quickly set up connections between Act! and other popular business tools via the Act! Web API.
  • Act! Premium Contact Link for Outlook® helps you stay productive by interacting with Act! Contact details right inside of Outlook.
  • Bundled installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.
  • Stay up-to-date with the newest compatibility updates and performance improvements, including support for Chrome™ and Internet Explorer® 11.

Spring Clean Your Database: Merging Duplicate Entries
We’ve written before about how to prevent duplicate entries in your Act! database. But what do you do if your database already contains duplicate entries? This month we’re continuing our spring cleaning theme by discussing how to merge duplicate entries in Act!.

Act!’s Copy/Move Contact Data function will allow you to merge 2 contacts using the following procedure:

1. Look up both contacts using the Lookup box in the upper right corner of your Act! database.

Drop image here
Featured Act! Add-On: Duplicate Remover Wizard
Drop image here
Are you frustrated by duplicate contact records in Act!? Let the Duplicate Remover Wizard help you quickly and easily merge the duplicate records in your database.

The Wizard allows you to:
  • Specify up to 5 fields to be used to match records to find duplicates.
  • Specify whether records where one or more of the match fields are blank are to be ignored.
  • Specify whether the most or least recently modified record is the record that will be retained in full.
  • Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
  • And more!
WEBINAR Mid-Year Sales Review: Are You Where You Want To Be?
Learn how to use Act! to see what your data says about your progress. Review what your team has accomplished so far this year and use what you learn to make the second half of the year even more productive than the first.

We will review the History List, Opportunity List, filtering and exporting to Excel. We will also cover how to search for prospects who haven’t been contacted recently so that you can plan who to call next to fill the pipeline.

Make this the year you really put Act! to work for you!

DATE: Thursday, June 23

TIME: 11 AM to Noon CST

FEE: $10 per attendee
Drop image here
Kristi & Rachel Out of the Office
Please note that Kristi and Rachel will be out of the office in order to attend a conference from May 23rd to May 29th. While they are out of the office emergency technical support requests will be answered, although response time may be delayed. All other support requests will be dealt with when they return. 

Please schedule all urgent projects prior to May 23rd. Thank you!

HOLIDAY HOURS
Kristi Smith Consulting  will be closed Monday, May 30th in honor of Memorial Day.
REMINDER
We are now using a ticket system for technical support requests. For the most efficient response, please fill out the technical support request form on our website.