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  1. TrainingCnsrtm

    Link 2 Fields in ACT 2008

    Okay, thanks for the help.
  2. TrainingCnsrtm

    Link 2 Fields in ACT 2008

    I am running Act Premium 2008 (EX) I would prefer not to buy any add-ons (it's just not cost effective), any other ideas?
  3. TrainingCnsrtm

    Link 2 Fields in ACT 2008

    I just want to have one of the fields on the opportunity show information from one of the fields in the contact screen so when the management is looking at the opportunity screen, it will show them the record manager on the contact not just the record manager on the opportunity.
  4. TrainingCnsrtm

    Link 2 Fields in ACT 2008

    What type of external program can I run that will do this?
  5. TrainingCnsrtm

    Link 2 Fields in ACT 2008

    I would like to have a field on my oportunities reflect what is in one of the fields in my contact screen...is this possible?
  6. TrainingCnsrtm

    How to edit the Quote Template

    Just for anyone else who is reading this now... The new link is http://tinyurl.com/2phuvl Also, you can hide the rows in the .xlt template and it does not effect the process. (I know this helped me out.)
  7. TrainingCnsrtm

    Best Practices for Act! for Workgrooups 2006

    Act 8 (2006 for Workgroups) running on Server 2003, not dedicated. Running 2G of ram on a raid setup with 7200 RPM 250G disks. The server is running the DHCP, DNS, and working as a file server and Active Directory service as well. It's being very overworked as it is. Would it be better to set...
  8. TrainingCnsrtm

    Best Practices for Act! for Workgrooups 2006

    I am the IT Manager running about 10 computers connected to a 2003 server hosting the main Act! database that all the users are connecting to, with 2 off-site users synching via VPN. We are planning on scaling up the company rapidly, and I would like to hear from some other Act! users out...
  9. TrainingCnsrtm

    How can import data from Excel?

    Check out my FAQ for importing. http://www.tek-tips.com/faqs.cfm?fid=6642 I don't know if this will work as a link but I will try it. <a href="http://www.tek-tips.com/faqs.cfm?fid=6642" target="_blank">Importing From Excel FAQ</a>
  10. TrainingCnsrtm

    How to import contacts from Excel

    After many days and weeks of trying to find the best way to import data from Excel withoug having to purchase and learn a new product, here is the solution I found works best. 1. Create a header row in the Excel document (this will allow you to reference the data quickly on importing and I...

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