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!


ACT 2012 Pro and Premium User Group Info


Sage ACT! 
User Group 2012
Meeting Schedule

Date / Time/ Location Topic   Description

March 29, 2012
    7 PM - 9 PM

Schaumburg Public Library

[Rasmussen North]

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.


July 24, 2012
Day Time meeting 10AM to 12 noon

Schaumburg Public Library-
Adult Classroom
and Remote on GoToWebinar


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!

Sept 12, 2012
Day Time meeting 10AM to 12 noon

Schaumburg Public Library

 [Rasmussen South]

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


December 5 2012
Day Time meeting 10AM  to 12 noon

Schaumburg Public Library

[Rasmussen North]

and Remote on GoToWebinar

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

 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