Home » CRM Best Practices, CRM Training, Sage ACT!, Tutorial

Sage ACT Training Tutorial – How to Customize Layouts

Written By: Cliff Ford on August 18, 2012 No Comment

Sage ACT Tutorial Video on Customizing Layouts

 

Sage ACT Customization Training

This is the first of several ACT Premium Training videos on the topic of Database Design. This video features Claire Leong, a long-time ACT! Certified Consultant and Premier Trainer. So these tips are conventional info that you might find in a Dummies book. Instead, these tips are based on years of experience with helping our clients customize their CRM.

Sage ACT Tutorial Topics covered:

  1. Introduction to Field Customization in Sage ACT
  2. What is the purpose of the pre-defined User Fields in Sage ACT?
  3. The “Referred By-Details” field should be standard in everyone’s database.
  4. It’s helpful to add the field “Category” to your database.
  5. Address Type” will help clarify where you’re sending letters to.

If you need help or advanced support with Sage ACT – or if you simply need a demo or review of ACT by Sage Premium, please don’t hesitate to contact us.

If you have questions regarding the CRM cloud or online CRM tools, please let us know. Our trained staff of CRM consultants would be glad to assist you.

PowerPoint Presentation on Sage ACT

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

Incoming CRM search terms:

  • act training videos
  • sage act 2012 training

Tags: , , ,

Digg this!Add to del.icio.us!Stumble this!Add to Techorati!Share on Facebook!Seed Newsvine!Reddit!Add to Yahoo!

Comments are closed.

Partly powered by CleverPlugins.com   Copyright © 2009 CRM Solution Comparison, All rights reserved.| Powered by WordPress and CRM 2011 Partners | Blu Mag theme by Techblissonline.com