How to allow pop ups in Chrome for WiredContact
WiredContact uses pop-ups for certain functions like alarms or displaying reports after they are done. By default, Chrome blocks this. Here is how to enable them for WiredContact. For example, if your site is "http://wiredcontact.mondocrm.com/", then you would have Chrome allow pop-ups for mondocrm.com
How to Export a Contact List Report from WiredContact
In WiredContact, the export function is within the contact report wizard of WiredContact. This sample video creates a lookup; then, exports a few field to a .csv file. In this example, the browser blocked the pop-up notice saying work is complete. So, the video shows you how to retrieve the report after it's complete.
How to append values to a field to many contacts at once in Act!
In Act! , you can use the edit -> replace function to overwrite contact fields en masse for a lookup.
But, what if you wanted to append something to 30 contacts (or any size lookup) to an existing lookup ? Act! won't allow that. This utility by xAct software in New Zealand does this for free. Please note it only works on character fields, not memo fields.
How to Add a Line Break to a Memo Field in Act!
For Act! users, a memo field (aka notes) field is useful to add to the top half of your contact screen. This allows you to have an important message that doesn’t get lost in history. If you want to write a note that requires to press enter between lines, it won’t respond.
The solution is to press CTRL-Enter to get the line break between lines. Memo fields behave a little differently than standard notes or history in Act!.
Change Preferences between Act! Word Processor and Microsoft Word
To change between Microsoft Word <-> Act! Word Processor, do this:
- Tools -> Preferences -> Communication
- Change Word processor to the other choice
This solves the problem of “I cannot find my templates” also. Act! Word Processor templates are .tpl file extension while Word templates are .adt.
Please note there is no conversion utility to automatically migrate between these formats.