October 10, 2017

On May 25th 2018 

The General Data Protection Regulation (GDPR) comes into force - Make sure you are ready!

Making sure that your CRM System is ready for the Government Data Protection Regulations is an essential task that your Data Processors, Data Controllers and Syste...

April 10, 2017

Navigation is undoubtedly the first area that any new user of Sugar CRM should work with before they look at any other element of the program.  Learning how to navigate and quickly move around the screens and modules with ease, gives the user both the confidence and th...

April 3, 2017

Understanding how to search the database effectively and how to work with views within Microsoft Dynamics 365 are two fundamental functionalities that users need to understand within the system, right from the first days that they start to actually use it.  How a user...

March 28, 2017

Navigation is always the very first module in any training session that we design for our training delegates. As soon as our students understand how the system is structured, how to get around it and why they are navigating in a certain order, then any training that fo...

March 15, 2017

The Lookup field in the ACT! Contact List view is a very useful function that is often either under used or in some cases not even found at all by a user.  Our simple one sheet reference guide should show you exactly how to locate the Lookup Field and then how to use i...

August 3, 2016

 How often do you check the Preference Settings of your ACT! database to see if they are correct. Is the database not behaving as you expect, are you going the long way round to find a function it could default to in a certain way? Or are you just unsure how to set Pre...

November 11, 2015

 If you want to be absolutely sure your marketing efforts are hitting the right contacts in your database every time you generate a campaign, then make sure your target data is well structured and grouped before you even contemplate using the send button!

"One of the mo...

October 29, 2015

 Or is your CRM data ready for a successful festive campaign.

Easter, halloween, bonfire night all seasonal events that we sometimes market, but in the CRM industry we all know the biggest marketing campaign of the year is right around the corner and thats Christmas!

It...

September 24, 2015

User record cards and how they work are probably one of the most misunderstood areas within ACT. User Records should be handled with care both in the creation and deactivation process. 

 

Working with User Records In ACT

July 6, 2015

When setting up an ACT! system, a lot of thought goes into the design of the database itself.  This includes elements such as, the fields required and the format of their values, how users actually feed data into the system, and how data will be sectioned and grouped....

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Is your CRM ready for the GDPR?

October 10, 2017

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Specialist CRM Consultants and Trainers

Tel:  0800 014 8582 Mobile:  07881 658758

Email:  clare@oliviaclare.co.uk