repair Archives - Caldere Associates

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.

1 Read More

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!