Bing Your Contacts – with the ACT Web Info Tab

Add Functionality to the ACT Web Info Tab with Custom Links

Like you, I manage my business through my ACT database. My favorite tab in Act! is the ACT Web Info Tab for its instant ability to find a wealth of information about… anything and everything. And researching my contacts or their companies helps me develop a deeper relationship with that person or gather relevant data about the company for our joint project, transaction, agreement, and so on. The ACT Web Info Tab is a fantastic source of viewing internet data regarding contacts without leaving the Act! program, saving me time in everyday use from having to toggle between Act! and the internet browser.

While ACT! comes with many useful links, including those for Google and Yahoo, some people prefer to use Bing (powered by Microsoft) as their Search Engine site. As with most features in ACT CRM, the Web Info Tab is easy to customize and by adding a couple of custom Bing Links – you can make Bing your ‘Research Engine’.

Bing Your Contacts - to create the Bing links, select the Edit Links button on the tab and follow these simple steps:

1. Click the Add button
2. In the Site Name box, type Bing and if you are going to be searching based on an ACT! field such as Company then include a descriptive name for your link i.e. Bing – Company
3. In the URL box, type http://www.bing.com/search?q={act field name} i.e. http://www.bing.com/search?q={Company}

Repeat the steps above if you want to add another link to search a different database field. Click the OK button to close the edit box and you will now see your custom links in the User Links list. Bing On!

[Note- The list is in alpha-order and your new link may appear at the bottom of the list. Select the Edit Links button once more to resort into alpha-order.]

Bing Link ACT Web Info Tab

Now if Bing isn’t your thing, you can add your own industry-specific sites as links that you use in your business. Financial Companies can add links to financial sites, Real Estate Companies to residential/commerical listing sites, Retailers to shipping sites, etc. – the possibilities are up to you!

ACT CRM Upgrade – ACT 2013 at Upgrade Prices for ACT 2010 or Older

ACT CRM Upgrade Pricing for any previous version of ACT! for the Month of June

Swiftpage, the new owners of ACT!, for the month of June are offering current and former ACT! customers an ACT CRM Upgrade Promotion to upgrade their older ACT! version at the discounted upgrade price. Normally upgrade pricing is only for those that own ACT! 2011 or newer (click here to read the ACT! Upgrade Pricing Policy), but they are waving the upgrade policy for the entire month.

Visit our eStore for great pricing on ACT CRM 2013 products and a 10% discount on your entire ACT CRM order!

ACT CRM Upgrade Discount Promotion

If you currently own ACT! 2010, ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005, ACT! 6 or older – now is the time to upgraded to ACT! 2013!

Each year’s release has added robust features to increase productivity and empower your business to convert leads, retain customers and generate more sales. Below is a summary of the major features and enhancments per release.

ACT! CRM 2013

  • Social Updates
  • Smart Tasks with field updates
  • Offline Smart Tasks
  • Premium Web Mobile Opportunities
  • ACT! CRM 2012

  • Premium Web Mobile
  • Universal Search
  • Gmail History and Google Contact & Calendar Sync
  • Scratchpad
  • ACT! CRM 2011

  • Smart Tasks
  • Outlook Contact & Calendar Sync
  • Excel Import
  • History Type Filtering
  • ACT! CRM 2010

  • Customizable Opportunities
  • Web Info Tab
  • E-marketing for ACT! powered by Swiftpage
  • Reports and Welcome Views
  • ACT! CRM 2009

  • Direct Outlook Email Integration
  • Related Contacts
  • Powerful Lookups
  • Robust Previous Lookups
  • ACT! CRM 2008

  • Dashboards
  • Advanced Group and Company Features
  • Contact List View Editing
  • Document Shortcuts
  • ACT! CRM 2007

  • Field Level Security
  • Database Backup & Maintenance Automation
  • Attach Outlook Email to ACT! Contact
  • Notes & History Preview Pane
  • ACT! CRM 2006

  • Contact Access Level Features
  • Group & Company Tree View
  • Citrix & Terminal Service Support
  • Attachment Sync
  • ACT! CRM 2005

  • New Field Types
  • Export to Excel
  • ACT! as an Outlook Address Book
  • Additional User Security Options