Chicago ACT! User Group 2011 Meeting Schedule

 Exchange ideas, learn shortcuts, and keep abreast of the latest developments. Both novice and experienced ACT! users are welcome. Meetings start with a lecture/demonstration and conclude with an open question and answer session. Meetings in Schaumburg run from 7:00 to 9:00 PM. Meetings are FREE and open to the public. No reservations are required.

 Door prizes at each meeting!

ACT User Group


ACT!  User Group 2011
Meeting Schedule

Date / Time/ Location Topic Description
March 3,  2011

    7 PM - 9 PM

Schaumburg Public Library

[Rasmussen North]  

Mini Lesson- Reporting and Analysis

Reporting, Dashboards,  and Analysis lets you target specific groups of contacts for action or analysis.  ACT! 10 introduced  dashboards. ACT! 7 introduced dynamic groups that use Queries.   Learn how to  create and run a custom ACT report;   and do database analysis during this free mini training session  

Learn how to use and customize Dynamic Groups,  Dashboards, and ACT! Reports.

May 19,  2011

    7 PM - 9 PM

Schaumburg Public Library

[Adult  Classroom] 

Connecting ACT! to the Phone System

Dial the phone please...  ACT! Telephony Integration Options. 

Auto dialing has been a favorite feature of many ACT users for over 20 years.  See your current options and learn the limitations.   See a live demo of CallOnCRM, the top rated full VOIP integration with ACT!.  It dials, logs your calls in and out automatically,  as well as gives you a call log tab in ACT automatically. It will lookup the person calling you based on ANY phone number in the contact record.  See how you can use SKYPE with ACT! as well as send text messages.

Sept  7,  2011

7 PM - 9 PM

Schaumburg Public Library

Rasmussen North

Introducing ACT! 2012

Review ACT! 2012;  the newest  Version and see live a demonstration: 

Learn the top 10 new features in ACT! 2012 (ACT version 14)

ACT! 2012 also has usability improvements to features you use most often and options to interact with applications you already rely on, like Gmail. Some of the new or improved features include:  

  • Google synchronization: email, contacts and calendar 
  • Virtual Notepad 
  • Universal Search Feature 
  • Sage Connect*: Allowing for remote contact and calendar synchronization 
  • Support for IE9 and Firefox 4 
December  15, 2011 

7 PM - 9 PM

Schaumburg Public Library

Adult Classroom

Importing Data into ACT!


Ever get a trade show list and need to import it?  Learn the ins and outs of importing external data into ACT!. 


Learn when to use the built in import options in ACT and when use an add-on import utility.  OAK!Merge data import tool will be demoed and discussed.  


Send out Opportunities as a CSV and have others update them.  Import accounting data automatically ever night. 


 more info on OAK!Merge is at


Learn how to add a middle pane to the ACT! screen above the tabs.   Any tab can be displayed in the middle tab.  All attendees will recieve a free add-on to allow a middle Tab. 


To see how it looks click here,


Middle Pane for ACT



Discussions are moderated by Alan Lee, Certified ACT! Consultant and Sales Automation Expert

Meetings are held at the Schaumburg Township Library,  located at 130 S. Roselle Road Schaumburg, IL 60193  

MAP to Schaumburg Township  Library 

The Chicago ACT! User Group is a Special Interest Group of the Chicago Computer Society and jointly sponsored with E Tech Systems and Sage.  Call the ACT! User Group Coordinator, Alan Lee, at (847) 352-4770 for questions on the group or email us  with  address changes.


Register For FREE E-Mails with Notices and Updates on the ACT! User Group

Main ACT User Group Welcome page

Previous Meeting Topics