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Moving Act! CRM Contact data to Opportunities

We regularly find customers using the Contacts area of Act! to manage jobs, (projects, sales and quotes). This has been done historically due to the inadequacies of the Act! Opportunities area, not least in the ability to extract data from the opportunity into documents for example quotes. With Seamless...

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Deleting Fields and Custom tables in Act!

One of the great things that the Act! link for Sage 50 accounting (AL4A) gives the Act! user, is the ability to query Sage 50 fields created in AL4A including the building of dynamic GROUPS to report on or use in Marketing Automation. The problem A fundamental design aspect...

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Embracing disruption in my small business

My first vlog shares my thoughts on how I am embracing disruption in my small business during the Covid-19 pandemic. I am trying to see disruption as a force for innovation, that I can use to find our next generation of ideas. Being in a disrupted, unfamiliar space is...

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Changing licenced users of Seamless Opportunities.

I’ve just had a customer ring me to ask about deactivating one Seamless Opportunities user and activating another. A simple process of three steps. Log into Act! as a user with Act! admin privileges and make a note of the folder locations of the templates and the saved documents...

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SEAMLESS OPPORTUNITIES PRODUCT UPDATE

This Seamless Opportunities Product Update brings news of the latest features we have added to both Seamless Opportunities Lite and Foundation, and further information on an important  security update for our users. Our ongoing commitment to product improvement We have been working hard over the past few months on...

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Should I upgrade to Windows 10?

Microsoft launched their much heralded new operating system back in the summer and caught most of the developer community, not to mention the hardware manufacturers, on the hop, having said that they wouldn’t launch until the autumn. Well autumn days are giving way to winter, and many of the glitches...

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HAPPY BIRTHDAY FROM GOOGLE

I guess I am a bit old fashioned – and it’s not just the tweed suits, cravats and bow ties! I still believe in good manners and one of the things I am always aware of is being too informal with people I’ve just met. Don’t get me wrong,...

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FROM CABINET MAKER TO ACT! SOFTWARE DEVELOPER

I started my career as a cabinet maker. I’d always wanted to work with wood – tree surgeon and musical instrument making were the other professions I’d considered as a teenager. I still love wood and spend whatever time I can in my workshop ‘creating.’ My wife will tell...

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WHAT’S IN A NAME? SEAMLESS CRM

In the balcony scene of Shakespeare’s Romeo and Juliet, Juliet muses, “What’s in a name? That which we call a rose, by any other name would smell as sweet.” Perhaps it would, but your given name creates an immediate, lasting impression. It’s your calling card and it often invokes an image...

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