Chicago ACT! User Group 2012 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 or 10AM to Noon.
Meetings are FREE and open to the public. No reservations are required.
Door prizes at each meeting!
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Sage ACT!
User Group 2012
Meeting Schedule
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| Date / Time/ Location |
Topic |
Description |
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March 29, 2012
7 PM - 9 PM
Schaumburg Public Library
[Rasmussen North]
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Mini Lesson- Using Sub Groups and Company Hierarchy |
Learn how to use these and other features of ACT!
Sub Groups of Groups and Divisions of Companies let you better organize groups and contacts. These
ACT! features are often overlooked.
Learn how to create Sub Groups and link them to other Groups; as well as one Company to another
during this free mini training session
Additionally your will learn some real life applications of how to use them once they are
created Bonus Topic: How to add a template to the Write menu in ACT! and how this can help you.
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July 24, 2012
Day Time meeting 10AM to 12 noon
Schaumburg Public Library-
Adult Classroom
and Remote on GoToWebinar
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ACT! on the iPad |
Examine the options for using your ACT! data on your iphone or iPad or Android.
See a Handheld Contact (HHC) demo and ACT Premium Mobile for HTML 5 access to ACT data
live.
Options to prepare for Disaster Recovery. How to access your ACT! data in the Cloud in an
emergency
Disaster Recovery Planning with
off-site backups and emergency remote access
Be ready when disaster strikes!
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Sept 12, 2012
Day Time meeting 10AM to 12 noon
Schaumburg Public Library
[Rasmussen South]
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SAGE ACT! 2013 Roadshow -Introducing the new ACT! 2013 |
Review the latest version of ACT and see live a demonstration- New tabs, features, and
resources.
Chicago SAGE ACT 2013 Road show: Register here
New Features include:
1. Mobility: iPad/Android access
2. Social Media: new Tab
3. E-marketing: connected to LinkedIn, Facebook, Twitter
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December 5 2012
Day Time meeting 10AM to 12 noon
Schaumburg Public Library
[Rasmussen North]
and Remote on GoToWebinar
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How to use Smart Tasks to help your work flow. |
Deep Dive into Smart Tasks for SAGE ACT! 2011, 2012, and 2013
Learn the top reasons to use Smart Tasks.
Smart Tasks allow ACT! users to schedule a series of common and connected steps. You can use the
Smart Task templates that Sage ACT! provides or create your own using the Smart Tasks Manager.
Smart Tasks can be run manually or scheduled to run automatically.
See Smart Tags send emails and eMarketing emails automatically.
Learn the new Smart Task features added in SAGE ACT! 2013
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Discussions are moderated by Alan Lee, Certified ACT! Consultant and
Sales Automation Expert
Meetings are held at the Schaumburg Township District Library, located at 130 S.
Roselle Road Schaumburg, IL 60193
MAP to Schaumburg Township District 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
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