ACT Tech Support in the Bay Area, California

Jessie is patient, kind and thorough. She introduced us to ACT, taught us how to use it, and was available to problem solve as we got up to speed with it. She also upgraded us seamlessly from ACT 6 to the new ACT and also to subsequent versions as they came out. She customized ACT so that we could easily identify which contacts we wanted to integrate into our phones and, over the years, she has synched ACT with three different smart phones. She has remained “on call” to help us out whenever we needed her, which has been invaluable. I recommend Jessie highly!
Elizabeth Shepard – Casner Shepard Financial
Jessie King has been a valuable resource to us for over ten years. Her knowledge of ACT has allowed us to create customized information screens, customized standard reports, and send personalized mass mail to our clients. Her friendly nature has been appreciated as she has trained new staff on how to best utilize the features of ACT and she has helped us migrate from old computers to new ones without any loss of data or effectiveness. I recommend her to anyone looking for an experienced, patient, and highly competent professional who can help your business benefit from using ACT.
Bob Copeland – Copeland Insurances Services
In my three years of working with Jessie King, I have found her to be an excellent resource for our ACT database needs. She has worked with us on upgrading our system, customizing the layout, drafting reports and maintaining upgrades and has completed these projects in an efficient and timely manner. For anyone looking for an ACT database consultant, I would highly recommend Jessie. Her knowledge of ACT and ability to customize the features and layouts to suit your needs make her an invaluable asset to anyone using ACT as their contact and customer relations manager.
Lori White – Liviakis Financial

Activities for a single Contact or Group of Contacts is a key reason we find ACT on the desktop of so many different types of businesses today.

The standard ACT reports are quite useful and templates are very straightforward and easy to create.  I have designed a number of custom reports for my clients, and I have worked with ACT Add-on products such as SwiftPage E-mail Service, Sage ACT Connect and ACT4Advisors.  I have a Premium Tech Support Contract with ACT that allows me unlimited tech support from ACT on behalf of my clients.

Some of the ACT Support I offer:

New ACT Database Set-up:

Create a new ACT Database and import Contacts from Outlook, Goldmine, Palm or Excel to ACT.

Custom-designed layouts built with custom fields – including dropdowns with either single-select or multi-select boxes.

Create Custom Reports and Templates.

Configure ACT to integrate with Outlook and Google.

Upgrade ACT Database:

If you are upgrading your Computer to Windows 7, you will need a new version of ACT.

I will upgrade your ACT Database from ACT 6 or upgrade your ACT SQL-based Database to the current version.

ACT Training & Client-Specific Procedures:

On-site training for you and your staff for all key ACT features.

Draft Client-Specific Procedures for Mail Merge, Groups, Remote Database sync, whatever you need.

Synchronize your phone or tablet or Laptop with ACT Database:

Synchronize your ACT Database to a Laptop for remote use.

Synchronize your ACT Database to any phone or tablet using CompanionLink

Troubleshoot ACT Database Issues:

ACT Tech Support – trouble-shoot all ACT issues on site or via remote access.