By: GUEST AUTHOR Carol Gilliland, Tech Benders LLC | 2/14/2017
Probably one of the most common questions I get is about database accessibility. Everyone wants to get to their database no matter where they are or what device they are using. Act! is the only CRM that provides that high level of functionality and flexibility – it’s what I call Act! Anywhere.
So, let’s dive into this a bit. If you want to see your Act! database on your computer – you can install and use the Windows version of Act!. Or, if your database is hosted or you have installed Act! for Web on the server, you can simply open a browser and view your database via the cloud.
Another great option is to use a Terminal Server, which allows you to remotely connect to a Windows desktop on your server and do all of the same things you would do as if you were sitting at your own computer.
If you have an iPad, you can access your database via the Act mobile solution, which is a streamlined version of your database and optimized for the iOS or Android OS. Using this option, you can create and clear activities, send emails that record into Act, view Contacts, Groups, Companies and Opportunities… basically everything you would do if you were in front of your computer.
Your smart phone would work in the same fashion. You can install one of the many Apps from the App store that manage remote desktop connections and connect back to your Windows desktop from your iPad. I, personally, have one of those cool iPad cases that also has a keyboard so it looks like my iPad is a mini-laptop PC. It’s super-fast and in 3 or 4 clicks I’m looking at my Windows desktop and it works from anywhere in the world! I can be sitting on a beach in Maui sending emails and working in my database and it looks like I’m hard at work at my desk.
If you have a Mac, you can access your database via the Safari browser. You can also connect back to a Windows computer either using a remote desktop tool like Logmen or GotomyPC. Also, you can access your database by installing Parallels on your Mac.
So you may be asking, “Well what if I don’t have an internet connection?”
In those cases, if you have a laptop, computer or a Macbook, you can have a remote database. This would be a separate copy of your database that would physically be on your computer. You would sync this database back to the main database before you head out on a trip and then sync it when you get back (you can also sync in-between if you want).
On a side note, if you’re using a Mac in this situation you would need to have Parallels installed to make this work.
So, there you have it! Act! Anywhere – from your desktop to your iPad, iPhone, Android device or Mac, no matter where you are or what device you have, you can access your Act! database at any time.