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Customize or Design ACT! Database
If ACT!, as it comes out of the box, doesn't fit your needs, I can customize the database to fit your business, so it will work for you! Your business is unique and you probably want specific ACT! screens, fields, reports and other documents tailored to your business. I have extensive experience in this area and will enthusiastically apply my skills to meet your specific needs.

Until you start the customization process, ACT! is just another database no more efficient than a Rolodex. Yes, you can schedule appointments, do lookups, create groups and mail merge letters but there is so much more ACT! can do when it is customized to your needs.

The process begins with identifying your needs to determine what fields may be needed to fill in sales, customer service, contract templates and all the forms needed to run your business.

I have created databases with several hundred fields at the customers’ request, but I usually try to discourage adding hundreds of fields because I don’t want to turn you into a data processor. In my experience, when I look at large custom databases that have been in use for a while, I notice most of the fields are not being used.

The customization process is more than adding custom fields. Once I have created the required fields, I determine ways to automate ACT! functions by creating Macros and setting triggers to execute commands when you enter or exit a field.

Custom commands can also be added to the tool bar.

   

 

 
 
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Bob Hanley, ACT! Premier Trainer, ACT! Certified Consultant