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.
CRM for Financial
ACT for Financial

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.