Book Image

Sage ACT! 2012 Cookbook

By : Karen Fredricks
Book Image

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Overview of this book

<p>Sage ACT! is a top-selling CRM application that helps&nbsp; 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.</p> <p>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&nbsp; 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.</p> <p>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.</p> <p>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&mdash;this book will help you do just that.</p>
Table of Contents (19 chapters)
Sage ACT! 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Applying ACT! updates


Nobody's perfect. From time to time a few of those dreaded bugs slip by the programmers and annoy the heck out of you. Enter the update.

When you purchased ACT! you paid for a specific version. For example, you might have purchased ACT! 2012, which is also known as version 13. From time to time Sage will issue a service pack that is an update specific to that version and fixes an existing problem; sometimes the service packs also include enhancements to the product. Over a period of time a hotfix or patch might be released that actually contains files to fix known problems or provide enhancements.

It's important to realize three things about ACT! updates:

  • It is essential to apply them

  • Although you must pay for a new version, updates to your existing version are free

  • If you are sharing an ACT! database all users should have the same updates installed

In ACT!, applying an update is actually a two-step process. First, you apply the update, and then you need to update your...