Category Archives: Maintenance

Even More Tools with Act! Premium v19.1

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Announcing the NEW eCommerce Connections

Now in Act! v19.1, Premium subscribers can connect directly to popular eCommerce solutions!

eCommerce Connections graphic v19.1

With the new eCommerce Connections, you will be able to:

  • eCommerce Connections History Tab v19.1View your customer purchase history for these solutions
  • From the History tab, view Order ID, Quantity, and price of items in the order, and the order total
  • Send targeted marketing campaigns to groups of eCommerce customers
  • Inform your sales conversations with pertinent details about a customer’s visits and buying habits
  • Boost all of your sales and marketing efforts
  • Start doing all of this without having to install separate apps or plug-ins

New functionality in Act! Companion for mobile users

Users of Act! Companion (first made available in v19) will now have the following additional functionalities in Act! v19.1 to eliminate needless picks-and-clicks and to enhance productivity on the go:

  • Quickly create a History from the Business Card view
  • Use @ mentions to associate history (meetings, events, calls, notes, etc.) to contacts or other users

Take advantage of multiple quality enhancements 

In response to user feedback, Act! v19.1 has put out several updates that you’ll want to incorporate into your installation. Make sure you have all of the new functionality and experience enhancements that make Act! the right solution for your business.

Contact us to learn more about how to upgrade to v19.1 and get the latest technology working for you!

The New Act! v19 Upgrade – How To Get There

By | Act!, Administrative, Business Management, CRM, Maintenance, Tips and Tricks, Training | No Comments

So now that you’ve read our post and information page about the great new features of Act! Premium v19, what’s the way forward? Here’s a road map to preparing for and implementing a smooth v19 upgrade with Caldere.

v19 upgrade signCheck Your Vehicle

You will need to inspect all parts of your system to make sure they are operating properly and meet the minimum system requirements. If you’re not sure, we’re here to help.

If you need a license for v19, we can arrange this. (Some users, such as those with subscriptions or some of those who recently purchased v18, may already have a license.) Contact us and we’ll help make sure your license is in order for your v19 upgrade.

If you are upgrading from a version of Act! other than v18 Premium, and you are using or may use remote database access (such as for users who work from home, or mobile users), you must make sure that your SQL database engine is properly updated. We can assist you.

Backing up your databases before you upgrade isn’t just a good idea, it’s a critical step in any upgrade in case something turns out to be incompatible or not to work as intended. Backing up before, and in the worst case, restoring after, an upgrade can be intimidating and technically tricky. If you haven’t done this before, it’s critical that you do it (you would be surprised how many users we’ve seen who don’t know how). Some older databases may even need to be converted before the v19 upgrade. We are experts in this and can show you how to make sure you’re protected.

Most importantly, make sure your data is clean and organised. A clean database, free of accumulated garbage and duplicates, eliminates most everyday data issues and makes your work faster and more efficient. We know some tips and tricks that will help you tune up your data fast so you don’t also upgrade your problems!

Look Both Ways and Behind

If you are currently a Premium Cloud user, it’s important that you don’t attempt to upgrade on your own, or you could lose your ability to synchronise your data. Contact us to get a readiness assessment and understand what your next steps are.

If you share a database with other users (even if the other users are just the other computers you use), do not upgrade only your machine, or only some machines and not others. The versions of the database and the users must match. Contact us to help navigate the ins and outs of upgrading your server and organising all of your users, both direct-access and remote.

Checking your existing software for compatibility is always worth the small time investment. This includes making sure any customisations within Act! itself, as well as any add-on software, operate as expected in the new version. We can help you avoid roadblocks and known issues that can make your new installation troublesome or even cause crashes.

Know Where You’re GoingYour destination - v19

Act! v19 comes with brand new features and useful functionality that you may not have considered implementing until now! To get the full value for your subscription and the fullest use of your valuable data, we recommend you think about ways you can integrate these things into your business. We can discuss ways in which we’ve seen other businesses use these strategies, and help you get up to speed.

When it’s time to apply the actual upgrade, you can put us in the driver’s seat so we can do the setting up of your server, apply the upgrade and any necessary remote sync support to user computers, and make sure any after-upgrade configurations are implemented properly. We’ll catch problems as they occur and work with you to fix them immediately. This will prevent any unnecessary disruption and get you back to work in the minimum possible time.

After your upgrade, our team of experts can train you in any aspects of Act! into which you want more insight. We can provide necessary maintenance and support to make sure you don’t run into trouble on the way. This will make sure you run smoothly and avoid downtime that would cost you money and productivity.

Get the expert assistance of an experienced pit crew… contact Caldere by web form, e-mail, or phone to discuss Act! v19 and plan your v19 upgrade! 

Act! v19 is Here and Hot!

By | Act!, Maintenance | No Comments

The release of the new version of Act!, v19, has just been announced!

Highlights of the new Act! v19 include:Act! Companion

  • True 64-bit compatibility
  • A newly developed mobile app for Act! Premium users, Act! Companion
  • Improvements in Act! Premium to the connection with Outlook
  • Improvements to e-marketing tools
  • New duplicate scanning functionality (critical if you are serious about the health of your data)
  • Many other customer-driven feature enhancements such as layout and formatting tools and refreshed reports

We invite you to contact us for more information, or to schedule a time to chat. To get more details right now, click this link!

Final Upgrade Notice for Act! v16 Users

By | Act!, Maintenance | No Comments

Support centerSwiftpage support is being discontinued for Act! v16!

Beginning in December 2016, Act! v16 customers will be unable to purchase additional licenses for Act! v16. Swiftpage will stop supporting this version. As we approach this date, users of Act! v16 should consider this the right time to upgrade to Act! v18 and take advantage of better functionality, resolutions of known issues, and continued Swiftpage support.

What’s in the new upgrade?What's New

  • Increased compatibility with platforms we use every day, such as Windows 10 and Office 2016.
  • New features and enhancements introduced in later versions.
  • Connection to hundreds of business-critical tools and applications, including PayPal, using Act! Connect.
  • Numerous improvements to performance and usability, introduced to increase efficiency and enhance your user experience.

Upgrade now!To discuss the best upgrade options for your business, contact us now!

Limited time loyalty pricing ends November 30, 2016. Flexible pricing and deployment options are available.

Please call +44 (0)118 945 6220, email info@caldere.com, or use the message form to contact us via the site.

Spring has sprung! Prune your duplicates!

By | Act!, CRM, Maintenance, Uncategorized | No Comments

Spring has sprung…or has it? Make pruning duplicates part of your database spring cleaning!

I had such high hopes for a decent spring turning into a super summer. It all looked so promising, but here we are instead in a wet and decidedly soggy June, wearing macs and Wellington boots and hoping for an improvement in temperatures and all things summery. Wasn’t there a song about June bursting out all over? Seems to me June’s not so much bursting out as stopping indoors in the warm and dry. Frankly, I can’t say as I blame her.

Disappointing though, isn’t it? I mean, we wait all year long for a bit of half-decent weather, and when we should by rights be expecting to slap on a bit of SPF, instead we get weather resembling something Noah might have seen as he stood on the prow of his boat. So much for Mungo Jerry’s ‘In the Summertime’ – this year’s theme song ought to be ‘Singin’ in the Rain’ minus the singing.

I really shouldn’t be surprised though. After all, it’s Wimbledon in a couple of weeks’ time, and it would be too much to expect a guarantee of good weather as we cheer Andy Murray to victory on his home turf. Now I’m not a player of tennis, you understand, but I do like to watch a few matches with a bowl of strawberries in one hand and a glass of chilled white in the other. Nothing finer on a nice summer’s day – when we have them. Maybe I ought to bite the bullet and start watching the football instead. After all, they seem to be enjoying better weather in France.  Unfortunately, though, football doesn’t score with me the way tennis does.

With summer turning into a washout, I am resolved to doing something constructive instead of lamenting what I’m missing out on. It’s not exactly glamorous or especially fun, but with nothing better to do it seems like a sensible option to tackle a bit of postponed spring cleaning.

By the way, in case you were wondering what I did on leap day (yes, I’d almost forgotten too, it was so long ago), I managed to tackle:

  • Check the database for duplicates
  • Clean out old data
  • Database repair
  • Database backup

Duplicate Checking

Within Act! duplicate checking criteria is set as default.  An administrator can change these criteria to best suit our business.

Method to set duplicate checking:

  • Within the database select Tools -> Preferences.

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Have you forgotten…? Leap Year tips and tricks

By | Act!, CRM, Maintenance, Tips and Tricks, Training, Uncategorized | No Comments

It’s these three words that strike fear and panic in the soul of your average office worker, and they have the same effect on me, causing my heart to race and sweat to bead on my upper lip and forehead.

What? What had I forgotten? I racked my brain, but nothing jumped or even stumbled into view. An appointment, a teleconference, a deadline? No, none of those were possible, as they would have pinged up regular reminders during the last couple of days. I checked my calendar even so. No, nothing there. Ok, so maybe I hadn’t forgotten anything important after all. Oh, but wait a minute, did I finish those VAT returns, complete that user licence registration and order new toner for the photocopier? Check, check and check. Nobody’s birthday, too early for Mothering Sunday, and I picked up the dry-cleaning yesterday. I gave up.

Happy Leap Year Day

The forgotten fact, for fact it turned out to be, was that this was a leap year. So, what did that signify exactly, apart from the undisputable extra day which, instead of lurching us headlong from 28 February to 1 March, means that in 2016 we have a chance to linger a day longer in the littlest month.

Most of us would relish an extra 24 hours in our week (just imagine what more you could accomplish), but the reality of that extra day doesn’t really amount to very much at all. In fact, I suspect that if you are anything like me, this leap year day won’t be much different to any other – the usual round of meetings, a few support calls, some client billing and a bit of routine administration. But it needn’t be like that.

After I was reminded that we all had an extra day coming up, it got me to thinking about this year, and I wondered, why not do things slightly differently? After all it doesn’t happen very often so why not mark the occasion somehow. What you choose to do can be entirely up to you – something silly, something brave or even something exciting. As for me, I’ve decided to set aside Leap Year day to finally do some of those jobs around the office that aren’t especially urgent and which always get left ‘for another day’. Monday will finally be the day when I get round to them. At least that’s the plan.

I’ll let you know how I do.

Incidentally, if you fancy giving this Leap Year day challenge a go too, I’d love to hear from you. Drop me a line at mgargav@caldere.com with details of what you intend to do and, more especially, how you got on.

Meeta

Some things that get left for another day when dealing with CRM:

  • Check the database for duplicates (In Act!: click Tools, then choose Scan for Duplicate)
  • Clean out old data (Tools – Database Maintenance – Remove Old Data)
  • Database Repair (Tools – Database Maintenance – Check and Repair)
  • Database Backup (File – Backup – Database)

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!