Return of SideACT as ScratchPad in SageACT! 2012

Longtime users of SageACT! CRM software will remember an "old" feature called SideACT, which ran in the taskbar and allowed quick access to some popular task commands. Well, good news for those with much patience - in the new version of SageACT! they've added that back, and now it's called Scratchpad.

Use SwiftPage to Send "off-the-cuff" E-mails

Ever wanted to send an impromptu, spur-of-the-moment e-mail using SwiftPage, but did not want to take the time to edit - or create - a template just to send a quick message?  You can with a simple, one-time setup that can be used again and again.

Why not to use your ISP or GMail for E-marketing

One of the first questions I get when setting up a CRM system - either ACT! or ZoHo CRM is "how do I mail merge?".  Below are some reasons why you should not use the email merge directly from SageACT or ZohoCRM, and the alternative you should use.  Whatever you use, PLEASE do not think you can use your ISP or GMail to send mass emails.