ACT! software

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Aug 20, 2007 1:31 pm

Hello all, my UBS advisor that I'm interning for is thinking about buying a software called ACT to transfer all his client information from MS outlook to a contact management system. He has his mind set on ACT, but wants to know if we can just transfer everything over from his Outlook to ACT without manually retyping everything in. Or is there another software out there that can do this?

Aug 20, 2007 1:36 pm

Yes and Yes but ACT is sort of the gold standard for contact managment software.

Aug 20, 2007 1:39 pm

I haven't done it in a while, but you should definitely be able to do this.  If you can't, you can export everything from Outlook to a text file, and then import it into Act!.


Maybe someone else that's done it recently can give you better info.

Aug 20, 2007 3:00 pm

Jim, I've got experience with your issue...unfortunately, I recently took a vow to no longer post useful information on this site due to all the trolls.

Aug 20, 2007 3:02 pm
Aug 20, 2007 3:03 pm
Aug 20, 2007 3:04 pm
joedabrkr:
DAtoo:

Yes and Yes but ACT is sort of the gold standard for contact managment software.



About 10 years ago it was.

Your showing your age.


The word is you're--but perhaps your finger bleeding made the keys slippery.


ACT upgrades its software and is still the state of the art.


You wouldn't need it, what with being able to keep track of your customer on a 3 by 5 card.

Aug 20, 2007 3:10 pm

It is truly disheartening to log in every Monday and see that the wife's potion hasn't kicked in yet... One can only hope-any day now..

Aug 20, 2007 3:11 pm
DAtoo:
Indyone:

Jim, I've got experience with your issue...unfortunately, I recently took a vow to no longer post useful information on this site due to all the trolls.

His "experience" is useless--you can do it, and ACT is the gold standard of contact managment software.  Nuff said.


Tell us Indy, did you cut your finger and exchange blood with the other dimbulbs?


Took a vow--how childish is that?


About as childish as using an advisor forum to advance an anti-advisor platform, I suppose.  Since this has become a forum for sparring, I'll come here to spar, but I'm not handing out anything of value on a forum that includes trolls like little willy and nancy/GGGR/et al.

Aug 20, 2007 3:31 pm
Indyone:

About as childish as using an advisor forum to advance an anti-advisor platform, I suppose.  Since this has become a forum for sparring, I'll come here to spar, but I'm not handing out anything of value on a forum that includes trolls like little willy and nancy/GGGR/et al.


Ive been around for more than thirty five years and I've been reading this forum for a couple of years.


I have yet to see you contribute anything valuable.  Please don't let the door hit you on your butt on your way out.

Aug 20, 2007 3:34 pm
DAtoo:

Ive been around for more than thirty five years and I've been reading this forum for a couple of years.

I have yet to see you contribute anything valuable.  Please don't let the door hit you on your butt on your way out.


Ooooooo....fight fight!!

Aug 20, 2007 3:36 pm
CAPM:
DAtoo:

Ive been around for more than thirty five years and I've been reading this forum for a couple of years.

I have yet to see you contribute anything valuable.  Please don't let the door hit you on your butt on your way out.


Ooooooo....fight fight!!



Nah, I promise to never engage in a battle of wits with a soul who is unarmed.


Bring me somebody bright to talk to......please.

Aug 20, 2007 3:42 pm
Aug 20, 2007 3:45 pm

Bring me somebody bright to talk to......please.


There is a world of them out there. But first you must put down the mouse, get out of your seat, and walk out your front door. Its called socializing- and interacting with your two mutts dont count...

Aug 20, 2007 3:52 pm

[quote=DAtoo

Nah, I promise to never engage in a battle of wits with a soul who is unarmed.


Bring me somebody bright to talk to......please.


[/quote]


Maybe you can find some friends in that psych ward you call a home.......or maybe you can get some imaginary friends, I hear they don't judge as much.........

Aug 20, 2007 3:55 pm
CAPM:

[quote=DAtoo

Nah, I promise to never engage in a battle of wits with a soul who is unarmed.


Bring me somebody bright to talk to......please.



Maybe you can find some friends in that psych ward you call a home.......or maybe you can get some imaginary friends, I hear they don't judge as much.........


[/quote]


Isn't it a joy to watch somebody who knows how to cut and paste!

Aug 20, 2007 4:07 pm
JimYoung:

Hello all, my UBS advisor that I'm interning for is thinking about buying a software called ACT to transfer all his client information from MS outlook to a contact management system. He has his mind set on ACT, but wants to know if we can just transfer everything over from his Outlook to ACT without manually retyping everything in. Or is there another software out there that can do this?


Jim, I don't know about rolling everything over from Outlook, but I do highly recommend Act for Advisors.  You need the basic ACT software and then the Act for Advisors is an overlay that is customized for financial advisors and insurance agents.   It's well worth the costs.

Aug 20, 2007 4:09 pm

I use ACT with the Advisor overlay.  Lots of useful tools and we did transfer information from Outlook and excel.  We had the ACT team walk us through it, so not to lose any info.  

Aug 20, 2007 4:12 pm

Maybe you can find some friends in that psych ward you call a home.......or maybe you can get some imaginary friends, I hear they don't judge as much.........


Well, MOST forums have an edit feature, but I guess we're doing cost-saving.........


I posted it again for your benefit.  Where's your friend, william1?  Must be another one of your personalities, Sybil.......

Aug 20, 2007 5:14 pm

Bunny, do you have problems with ACT running very SLLLLLOOOOOWWWW?