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Act! by Sage | David Knoble, CPA, PLLC

David Knoble, CPA, PLLC

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Helpful Links

These links will help you nav­i­gate to other web resources for your orga­ni­za­tion, busi­ness or family.

Act! by Sage

We have found Act! by Sage to be one of the best con­tact manager’s and busi­ness helps for any size busi­ness.  Because of the cus­tomiza­tion avail­able in the soft­ware, it is espe­cially use­ful in the small busi­ness.  Ocas­sion­ally, at the begin­ning of the year you can find a new ver­sion on sale for about $99 after rebates at office sup­ply stores.

Act! runs on SQL and is cre­ated to run well with many, many con­tacts.  The beauty of the soft­ware is the sep­a­ra­tion kept with com­pa­nies, peo­ple, tasks, cal­en­dars and oppor­tu­ni­ties.  Every­thing links even­tu­ally back to a con­tact.  Act! keeps a his­tory of all of your work and you can use timers to keep track of how long you spend work­ing with con­tacts.  We use this to keep track of time for billing purposes.

Act inte­grates with Microsoft Office well for form let­ters, labels and envelopes.  How­ever, we have also used the inter­nal edi­tor to cre­ate many of our stan­dard doc­u­ments.  We send all our emails through Act! giv­ing us a his­tory by per­son of our conversations.

The one lack­ing item in Act! is the doc­u­men­ta­tion.  Using Act! out of the box is easy and straight­for­ward.  To take advan­tage of some of the cus­tomiza­tion, how­ever, there is not as much doc­u­me­na­tion.  Dig­ging through the web you can find some help.  Unfor­tu­nately, the report writer is serverly under­doc­u­mented and dif­fi­cult to get through.

We will be post­ing infor­ma­tion we learn (fre­quently the hard way) about Act!  This includes mak­ing work more effi­cient and tricks to get reports and labels print­ing and pro­cess­ing the way you want.  Let us know if you come up with any tips so we can post those here.

Look for the Act! tag on the sidebars.

© 2009, david.knoble
by David Kno­ble, CPA, PLLC
Serv­ing Non-Profits, Busi­nesses & Indi­vid­u­als
Rock Hill, SC