addressalign-toparrow-leftarrow-rightbackbellblockcalendarcameraccwcheckchevron-downchevron-leftchevron-rightchevron-small-downchevron-small-leftchevron-small-rightchevron-small-upchevron-upcircle-with-checkcircle-with-crosscircle-with-pluscrossdots-three-verticaleditemptyheartexporteye-with-lineeyefacebookfolderfullheartglobegmailgooglegroupshelp-with-circleimageimagesinstagramlinklocation-pinm-swarmSearchmailmessagesminusmoremuplabelShape 3 + Rectangle 1ShapeoutlookpersonJoin Group on CardStartprice-ribbonShapeShapeShapeShapeImported LayersImported LayersImported Layersshieldstartickettrashtriangle-downtriangle-uptwitteruserwarningyahoo

The Bay Area ACT! 2014 Road Show

The Bay Area ACT! User Group is sponsoring this year's ACT! 2014 Roadshow BLAST! 

WHEN: Thursday September 5th 8:00 am - 12:00pm

Event Schedule:

- 7:30 am - 9:00am Continental Breakfast

- 9:00am - 11:00am Demonstration

- 11:00am - 12:00pm Q & A or just getting to know each other.

WHERE: The Sheraton San Jose located at 1801 Barber Lane, Milpitas, CA 93035 

RSVP NOW!: RSVP to this event here on Meetup, or fill out our show form here:  Do it now! 

Come to this FREE demonstration of the program you use everyday to help you with your business.  Building relationships and keeping track of all of the details necessary to enable you to glide through your busy day. 

At this high energy info packed session you will get a chance to see "live" the latest and greatest ACT! ever.  The presentation will include:

- Calculated Fields (finally!!!), perform math calculation and date calculators.

- Improved Company Management - Create Company Records Automatically

- History Management:  A new Navigation Bar query to find specific history information you have been wanting for YEARS.

- Rescheduling Multiple Activities at Once - Oh My!!

- Maintenance Schedule Email if a backup or maintenance fails you will know.

- Improved HTML 5 Features for ACT! Premium Mobile with Mobile email, Group and Company - Management - NO WAY!!  YEP - It's TRUE!

- Get instant access to information on the web with ACT! Premium for Web.

- Office 2013 Compatibility (OK That's enough Stop It)

- And More!

Bud Rice and Dinah Thompson are your hosts for this action packed and information wild ride so don't miss out.  These road-shows only come along every so often so make sure you see this one. We are looking forward to seeing everyone and showing off this great new release.

Bud Rice & Dinah Thompson

Join or login to comment.

  • Mark L.

    I learned a lot and I feel much more comfortable that ACT is in good hands. Thank you so much Bud and Dinah. Mark Lianides.

    1 · September 5, 2013

  • James M.

    I like in 2014 the History as another table with the option after a search to create lookup of the related contact or company records. Now if they could only include to search to scan inside the History records details. Great job putting the venue together and demonstrating ACT! over several devices.

    1 · September 5, 2013

  • Ed B.

    Superlative. The pertinent topics were excellently covered, there was plenty of time for Q&A. The venue was great. The Bud/Dinah team cannot be beat. I would make a suggestion that we get the BAAUG page available for members to post additional comments/questions/successes/failures as we start the migration to ACT! 2014, especially now that it's under new ownership/management.

    1 · September 5, 2013

  • Ed B.

    With the math calculation feature, does this mean we won't need 3rd party software whose formula creations can be epoch endeavors? One feature that I'd like see and don't know if this upcoming edition will have it or if it's in development but the ability to delete selected contact history and note entries as opposed to a blanket deletion in which all contacts are subject to what you want deleted.

    1 · August 29, 2013

    • James M.

      Ed, goto try purge history and notes. It can give you a report break down of each type of record and or Delete what you want. One thing you can't do is have it search all records for key word in the body of record only the reference field. Reason is Act keeps the text format which he said no way to search unless plan txt. Need help let me know. James

      1 · August 29, 2013

    • Bud R.

      Basic math calculations, but works pretty cool. Also no new love on the history deletions. Just older than xxx.

      1 · August 30, 2013

Our Sponsors

People in this
Meetup are also in:

Sign up

Meetup members, Log in

By clicking "Sign up" or "Sign up using Facebook", you confirm that you accept our Terms of Service & Privacy Policy