ACT! Software Training Videos by Mondo Media Inc.

Master ACT! at Your Pace

Mondo Media provides ACT! training videos that help sales professionals, information technology professionals and customer service staff get the most out of ACT! software.

We based these materials upon 11 years of private coaching, ACT technical support and ACT training services for hundreds of companies throughout the United States and Canada.

http://act4advisors.com/actaddons/MondoLessons/

Demystifying Birthday Queries and Reports in ACT! by Sage 2008 and above

Demystifying Birthday Queries and Reports Most offices keep track of their client birthdays and run queries/ reports on a monthly basis. Some of you are wondering how to perform this task in Act4Advisors. It's EASY! Performing the Birthday Query in Act4Advisors: Go to Lookup on the menu in ACT! and choose Annual Events. Click here to read full article: http://kb.actforadvisors.com/questions.php?questionid=152

I have ACT! for Financial Professionals. Can I use Act4Advisors?

Answer:
Yes.

Act4Advisors is an ACT! database that we have customized. It was created using the ACT! by Sage software.

ACT! by Sage for Financial Professionals (AFFP) is a different version of ACT! itself. When you open any ACT! database with AFFP, AFFP will add all of its proprietary fields to the database. The problem is that many of the AFFP fields added are already fields included in Act4Advisors. When you open the Act4Advisors database, fields such as Tax ID, Children, Accounts, Insurance and many more will be duplicated and added to the database. This means you will have a lot of unused fields in the database.

As a result, we recommend that you consider upgrading your ACT! software. You can then backup your AFFP database and restore it using ACT!. You can then import that database into our Act4Advisors database.

How to import data into Act4Advisors 3.0 from ACT! for Financial Professionals.

www.act4advisors.com
www.software4advisors.com

Working on Scan&Organize Addon for ACT!

I am currently redesigning the website and demo for Scan&Organize Addon for ACT! v4. This program has many improvements including attaching to activity series, automatically creating folders for contact and group records, automatically add subfolders when creating a new folder for each record, attach to emails, etc... I should have the website ready by next week and the new demo by March.

If you are a financial professional using ACT!, you should look at Act4Advisors Addon for ACT! CRM. ScanandOrganize is included with the purchase of Act4Advisors. Act4Advisors interface to ACT! CRM is so much easier to use than ACT! for Financial Professionals and some other products out there. We have had many users tell us they have tried ACT! for Financial Professionals because ACT! Support insisted that they do and found it was a mistake.

Daily I help many financial professionals and their assistants on how to use ACT!. Some of the common questions are how do I create a nice word template?, how do I customize labels to read formal or informal salutations?, how do I export/import data from a mailing list?, etc... I will create movie tutorials very soon on these topics. Email me if you have any questions on these topics or if you would like to see a specific topic covered.

Act4Advisors (4Advisors 3.0) is compatible with ACT! by Sage 2009

What’s New in ACT! by Sage Solutions 2009 (11.0)?

Click here for view presentation >

Work More Effectively, Maximize Productivity, and Better Serve Your Contacts
Feedback from customers like you who work with ACT! every day is invaluable to us—in fact, we rely on it when we develop new versions. We observe how customers work with ACT! and ask what would help them work even more effectively. Experience the results for yourself in ACT! Solutions 2009.

You receive powerful new features and significant enhancements to areas of the product that you use every day, such as Microsoft® Outlook® integration, calendar and activity visibility, and search functionality. All this enables you to work more effectively, become more productive, and better serve your contacts.

Tighter Outlook Integration Provides Options for Tracking and Organizing E-mail
New and improved Outlook integration features afford you the flexibility to track and organize e-mails in ACT! en masse or on a case-by-case basis. Or, automate these functions so you can set them once and forget about them. Calendar integration features enable you to create ACT! activities from Outlook for tracking important action items received via e-mail, and copy your ACT! and Outlook calendars automatically1 or with just one click.

Greater Calendar and Activity Visibility Help You Stay On Top of Your Day
Improvements to calendar printing and viewing make it easy for you to get relevant snapshots of your schedule and give you a heads up on your scheduled activities at-a-glance. This way you can stay on top of your day and realize maximum productivity gains.

Powerful Lookups and Search Functionality Quickly Give You the Details You Need
Lookups and search functionality have been streamlined, helping you find the particular contact or contact details you need quickly, in one lookup-friendly place. Build the most basic or complex searches using a tool that has been simplified and enhanced. And easily recall recent lookups to save time in your day.

More Database Functions and Automation Options Help Maintain ACT! Details
With more database functions and automation options, you can spend time managing what is most important to your bottom line and feel confident your ACT! details are fully maintained. Now, ACT! automatically handles periodic database maintenance tasks and provides you with a variety of options for tailoring maintenance to fit your needs. Additionally, know exactly how your ACT! sync is progressing with the streamlined progress bar, reduce the size of your backup files by excluding attachments, and more.


What's new in Act4Advisors v3?


> New Tabs! New Look!
> Scan and Organize v4 is included with the purchase of 4Advisors 3.0
> Improved Preferred Mailing Feature

The Preferred Mailing Address feature automatically inserts the desired address into labels, envelopes, and letters. We have added new labels, envelope, and letter templates to reflect what is populated in the Preferred Mailing Address fields. The New Lock Address feature allows you to lock the Mail Name. See example below.






Lock Address Feature:

Enter in all the addresses then choose the desired preferred mailing address.



I chose “Home” in this example.



The MailName field is automatically populated with the Contact name for example “Sample Client”.



I wanted my labels, envelopes, and letters to show “Mr. and Mrs. Sample Client“ oppose to “Sample Client” so I made my change.



I then selected Lock Address. When performing the “Update Preferred Mailing Address”, all selected “Lock Address” will not be affected.

Act4Advisors
http://software4advisors.com
Allied Financial Software, Inc.

Special Upgrade pricing for current users of Act4Advisors Only

Current Users of Act4Advisors can save $40 - $240 on upgrades!

Save more when upgrading ACT! by Sage and Act4Advisors - Save $90 - $500!

Call 800.831.7636 for more details or Click here >

Act4Advisors
http://software4advisors.com
Allied Financial Software, Inc.

Special Offer: Basic Bundles starting at $389

Your critical information, all in one place

Financial services professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. ACT! CRM Software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get the most out of ACT!, users need a customized ACT! CRM interface for business tracking and easy access to data that is essential to their practice.

Special Offer: Basic Bundles starting at $389 includes ACT! by Sage is the #1 selling contact and customer manager software bundled with Scan&Organize, and Act4Advisors Addon for ACT! - a customized ACT! CRM software for Financial Planners, Investment Advisors, and Insurance Professionals.
More Details Demo Buy Now!

Act4Advisors
http://software4advisors.com
Allied Financial Software, Inc.