Tag Archives: act!

How to synchronize Act! v16 and Office 365

Posted on by Rushang
Reply

Businesses who upgrade to Office 365 need a way to tie Act! CRM data with Office 365 cloud accounts. These cloud accounts are powered by Exchange ActiveSync technology that all mobile device manufacturers support. If you can sync Act! with Office 365, you can use the cloud to serve as an integration hub to phones, tablets and desktop email software with contacts and calendar storage. For example, people can store Act! contacts, activities, notes, and histories on Android, iPhone, iPad, Windows Phone, BlackBerry, and PCs and Macs with Outlook desktop clients.

Act! with Office 365

Office 365 serves as an Exchange ActiveSync connection to phones, tablets, PC, and Mac.

CompanionLink has both individual and server software that keeps Act! synchronized with Office 365 accounts. Data synchronizes automatically for a set-and-forget experience.

“Office 365 is here to stay and businesses want to make sure their CRM isn’t left behind,” says Rushang Shah, Director of Marketing for CompanionLink Software. “CompanionLink can extend Act! contacts, activities and client history to your Office 365 subscription.”

Alternatively, you can set CompanionLink to synchronize Act! securely and direct to Outlook 2013 desktop software that comes bundled with Office 365 subscriptions. This creates a secure cloud-free setup for people who choose not to host client data, notes, and history in the cloud. With a feature called DoubleLook Mode, CompanionLink automates the Outlook sync. Here is a convenient setup guide for using Outlook 2013 without the Office 365 cloud.

Visit www.companionlink.com/office365/act for more information about Act! to Office 365 integration.

For advanced Act! users who want an Act!-like app on their mobile device, we have a free app called DejaOffice CRM (Andriod, iOS, Windows Phone, Blackberry) with views for Act! fields like Notes, Histories, Linked Activities, and Groups (ID/Status). The app syncs direct to Act! using DejaCloud, USB, or Wi-Fi technology. More info here.

Sync the Kindle Fire with ACT!

Posted on by David Z
Reply

Is the Kindle Fire the “iPad killer” that many proclaimed it would be? Maybe not quite. But I think it’s a great device at a great price, and quite a few people agree with me it would seem. With an estimated 5.5 million Fires sold last quarter, it’s safe to say this is one hot tablet! But how do you make this great little tablet work for you when it comes time to get down to business? That’s where CompanionLink comes in!

Syncing the Kindle Fire with ACT! is made easy with CompanionLink. You’ll need DejaOffice on your Kindle Fire to get started, so grab it from the Amazon Appstore if you haven’t already. It’s free.

Once you’re set up with DejaOffice, you’ll need to ensure you have either CompanionLink Express (download | upgrade) or CompanionLink Professional (download | upgrade) installed on your computer. Then, simply select Android as your device in the CompanionLink setup window. Next, choose your sync method. We offer Direct USB sync, Local WiFi sync, and Secure Hosted Wireless sync. Finally, select ACT! as your database and configure as desired. For full setup instructions for ACT!, click here.

So there you have it – a quick and easy way to sync ACT! with the Kindle Fire. Now you can take your data with you, wherever you need it.

CompanionLink Build 5008 Is Now Available

Posted on by David Z
Reply

With over 25 changes, CompanionLink build 5008 is a big update. We have been hard at work improving the software to bring you an even better sync. Our latest update focuses on refining the process, eliminating duplicates, and adding a few new features. Read on to learn what we’ve done.  Continue reading →

Sync the LG Nitro HD

Posted on by David Z
Reply

The past month or two have brought a number of top-tier Android phones: the Motorola DROID Razr, the HTC Rezound, and the soon-to-be-released Samsung Galaxy Nexus. This week, the LG Nitro HD joins the pack.

Sporting a 1.5GHz dual-core processor, 4.5” HD screen, 4G data speeds, and Android 2.3, the Nitro HD can compete with the best of them. While the Razr, Rezound, and Nexus are all Verizon phones, the Nitro HD brings its power to AT&T. Check one out in stores today.

If you’re thinking about picking one up, rest assured that CompanionLink will sync the Nitro HD with Outlook, ACT!, Salesforce, and more. And if you’re upgrading from an older device, just download DejaOffice to the Nitro HD and in one sync you’ll have access to all your contacts, calendars, tasks, and memos.

Questions? Comments? Shout out in the comments below!

How To Use Profiles In CompanionLink

Posted on by David Z
2

Profiles in CompanionLinkIt’s not all that uncommon anymore to have a both a smartphone and a tablet. We’re integrating these powerful mobile devices into our everyday workflow, and we need them to stay in sync. To help you keep up to date on all your devices, we created the “Profiles” feature, now found in CompanionLink Express and Professional 5.

Profiles allow you to create unique sync settings for all of your different devices. In CompanionLink Express 5, you can create 2 Profiles; in CompanionLink Professional 5, you can create 5. Creating a Profile is easy – just click the Profiles button in the upper right corner of CompanionLink and select “Manage Profiles.” From there, you can add a new Profile, name it, and customize the sync settings.

Whenever you want to switch profiles, just click the Profiles button, then select your desired Profile. CompanionLink will automatically adjust your configuration to match the settings you entered when creating that profile.

Profiles make managing multiple devices easy and efficient. They’re perfect for those of us with a smartphone and a tablet. If you’d like to start using Profiles, but don’t own CompanionLink Express or Professional 5, you can upgrade or download a free trial today!

Use CompanionLink to Sync the New Motorola DROID RAZR

Posted on by David Z
2

Motorola just announced their latest, and perhaps their best, smartphone yet – the DROID RAZR. As the name suggests, this phone is razor-thin. In fact, it’s one of the thinnest phones available, measuring just 7.1mm thick. Don’t let its size fool you, however, this slim phone packs plenty of power!

Tech Specs:

  • Dual core 1.2GHz processor
  • 1GB RAM
  • 1800ma battery (over 12 hours of talk time)
  • 4.3” Super AMOLED display featuring Gorilla Glass
  • 4G LTE Speeds

In addition to the specs above, the RAZR features both consumer and business-friendly capabilities. Motorola’s famous docking features make the phone your computing hub, allowing you to transform it into a laptop or media center effortlessly. And the RAZR is ready for business, with access to enterprise-level services like Exchange, GoToMeeting, Microsoft Office, and more.

Can’t wait to get your hands on one? The DROID RAZR is available for pre-order from Verizon beginning October 27th for $299. And since it’s running Android, you can sync the DROID RAZR with Outlook, Salesforce, ACT, and much more with ease using CompanionLink!

To learn more, or to try it out for yourself with a 14-day free trial, head over to our Android Sync page.

How To Use Siri To Set Up Business Meetings In Outlook, ACT!, & More

Posted on by David Z
Reply

Just the other day, Apple revealed their latest iteration of the iPhone – the iPhone 4S. One of the biggest new features comes in the form of Siri, Apple’s self-described “humble personal assistant.” Using voice recognition technology, Siri is able to take verbal commands and act on them, allowing you to check and compose messages, emails, calendar appointments, and much more.

Image Credit: TUAW

Currently, Siri is designed to work with Apple’s built in apps – it’s not clear if or when the technology will be opened up to third party developers. However, DejaOffice has the unique ability to connect with Apple’s built in apps. As such, DejaOffice is able to harness the full power of Siri and sync new or updated data back to your existing CRM solution.

Doing so is simple. First, you’ll need to ensure that DejaOffice is set to sync with the native databases. To do this, just launch DejaOffice on your iPhone 4S, tap “Settings,” then “Sync.” From there, select “Sync with Apple’s Calendar” and “Sync with Apple’s Contacts” to enable syncing with the native databases.

Once that’s enabled, press and hold the home button on your iPhone 4S to activate Siri. Say something like “Schedule lunch with John Smith at noon on Friday” and Siri will comply. The next time you sync DejaOffice via CompanionLink, that appointment will be transferred into Outlook, ACT!, Salesforce, or whatever CRM solution you’re using. It’s that easy!

The DROID BIONIC Has Landed – Now Sync It With Outlook & More

Posted on by David Z
7

It’s been 9 months in the making, but the DROID BIONIC is finally here. It was first seen back in January, but delays, rumors of cancellation, and more delays have caused the BIONIC to become one of the most hyped phones this year. And based on its specs, Motorola is hoping to deliver on that hype.

It is no doubt a powerhouse, something the specs, and the price, reflect. The BIONIC features a 4.3” qHD touchscreen display, dual-core 1GHz processor, 1GB RAM, 16GB internal storage with a 16GB microSD card preinstalled, 8 megapixel camera, and much more. Running on Verizon’s 4G network, the BIONIC is listed at $299 with a new 2-year contract.

It’s place among the top Android phones is without question, but does it live up to the hype? Hear our thoughts in the video below:

[youtube=https://www.youtube.com/watch?v=gFzTb6nEOOY]
As you can see, we got our hands on the BIONIC and are happy to report that CompanionLink will allow you to sync the BIONIC with Outlook, ACT!, Salesforce, and more! Contacts, calendars, tasks, memos and more all sync seamlessly. Try it for yourself with our 14-day free trial or grab a copy of CompanionLink today. Prices start at just $49.95.

What do you think of the BIONIC? Do you have questions about syncing? Leave a comment below!

CompanionLink Adds Support for ACT! 2012

Posted on by David Z
2

We weren’t the only ones with a big announcement yesterday – Sage officially released ACT! 2012 to the public. While I touched on support for ACT! 2012 in yesterday’s post, I wanted to highlight the topic in its own post.

With the release of CompanionLink 5 (currently in beta), we officially support syncing contacts, calendar activities, contact notes and histories, to-dos and opportunities between ACT! 2012 and many popular Android, iOS, BlackBerry, webOS, and Windows Phone devices, among others.

If you’re already using ACT! with CompanionLink and have upgraded to ACT! 2012, there’s very little you need to do to keep syncing – just ensure you’ve opened ACT! 2012 at least once. This allows ACT! to perform a necessary database update. After that, just make sure you’re running the latest version of CompanionLink and you’ll be set to sync!

CompanionLink Named a Sage Gold Development Partner of the Year

Posted on by David Z
Reply

Yesterday, CompanionLink attended an award ceremony at Sage Summit 2011 in Washington D.C. Sage recognized CompanionLink as a Sage Gold Development Partner of the Year for 2011. We are honored to be recognized in this way. We’d also like to congratulate the other developers who were mentioned alongside CompanionLink – great work!

The ceremony was just one part of the Sage Summit conference that a few of us from CompanionLink are currently attending. ACT! has always been one of the core products we support, and it’s great to see some familiar faces as well as meet new ACT! consultants. If you happen to be at the show, swing by booth 164 to say hello! Rushang & I look forward to meeting you.

CompanionLink At Sage Summit 2011

Posted on by David Z
Reply

Image Credit: Sage SummitCompanionLink will be at Sage Summit 2011 in Washington D.C. from July 10th to July 13th. If you are planning on attending, be sure to swing by booth #164 to say hi to Rushang and myself! We’ll have some of the latest iOS and Android devices on hand to demonstrate how our mobile app, DejaOffice, brings business-class functions to these devices.

ACT! has been on of the most consistent products we have worked with at CompanionLink. We‘re looking forward to catching up with many ACT! users and consultants at the Summit. Hopefully we’ll see you there!

Even if you aren’t attending Sage Summit this year, I encourage you to watch for updates from the road on our Twitter and Facebook pages. We’ll share our thoughts and comments from the show floor, so be sure to follow along!

Free webinar on how to sync data from ACT! to your smartphone

Posted on by Andy Sheragy
Reply

The ACT! AddOn Store is hosting a series of free webinars through their training center. There is a free training session on March 11 that will give you a clear understanding of the sync options you have between ACT! and the latest smartphones:

  • BlackBerry
  • iPhone
  • Palm webOS
  • Android
  • Windows Mobile
  • Palm OS
  • Symbian S60

Session Details:

Thursday, Mar 11, 2010
10:00 AM – 11:00 AM
Add to my Outlook Calendar

To register, visit crmtrainingcenter.com and click on ‘Sessions’ up at the top. Explore more sync options at companionlink.com.