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Once I'm in "Groups" and set up my columns the way I want them, I notice if I go close ACT, the columns will not be the way I wanted them. It replaces them back to the default view.

Anyone have any experience using CRMaddons Sales Automation Manager? We have agents who recieve calls and would like to create a more automated follow up procedure. Like most sales organizations, our agents are having a difficult time with the follow up on prospects we didn't sell. We have a...

Is it possible to have two databases opened on one computer? We would like to have a "Prospect" database and a "Customer" database opened at the same time on one computer. Is there a program that would allow this to happen?

I've created a Group and have the default tabs. Each tab allows you to "customize" the columns. Every time I close ACT! it comes up to the default columns and wipes out my layout. How does one save that layout of columns?

Wondered if anyone else had ever experienced this. We opened our ACT! program this morning only to find all the tabs ( History, Activities, Documents etc.) are gone. How does one get them back and anyone have an idea as to how that could happen?

We use a company that houses our customer service information and would like to import certain fields to create contact records for all our customers in a new ACT database. They use a comma delimited export. Can ACT import that?

I'd like to be able to copy the database of contacts (approx 30,000) from one computer to another on a daily basis. I am working on cleaning up our agents task list and calendar of calls that have not been completed and find that I can work at home evenings and weekends. I'd like to be able...

On Task list, "Scheduled With" is alphabatized by the first name. How does one change the alpha to last???

I am using Task List to identify 5 contacts in the list of 20 contacts. I click on the 5 and right click to "create lookup" (which should bring me a lookup of 5 contacts) but it brings me a lookup of all 20. Am I missing something? One of the other computers in our office will perform the lookup.