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  •  Videos on Impact Reporting

Phone Dialer


Import from Outlook


Report Templates


Contact/Opp Reports


One Button Reports


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  • New Feature Focus (published 6/2025)



  Easier Reporting   2 minutes
Useing the template button users can now quickly generate reports without opening the Report Designer.

  Opportunity Fields   2 minutes
Display opportunities fields directly on the contact list. This allows the users to quickly comprehend if any contact has a current opportunity open.

  Deduping Records  2 minutes
Now you can deduplicate custom table records just like duplicate contact records.

  Phone Dialer  2 minutes
Add hot-link to any phone field to call from your cell phone or any phone linked to your PC using the free Phone Link' application from Microsoft !

  Activity Automation   3 minutes
We have extended the activity automation scripting. This video will show you how!

  Copy to Clipboard   3 minutes
Tired of the Ctrl+C function not giving you the fields you really need. Use Impact to build your own 'copy to clipboard'.

  Enhanced Record History   7 minutes
The new Record History form allows users to still navigate to other records whilst the form is open. Includes a timer too!

  Show Hide Data   8 minutes
Using the Impact data entry designer learn how to show or hide specific fields based on conditions on the form.



  • Wednesday Webinars



  5 Minute Data Entry   5 minutes
Simple data entry tricks using Impact controls such as; phone dialing, email template button, quick lookpup and google maps.

  List view font sizing   30 minutes
Learn how to make your list view easier to read using font size and row height options.

  Impact real world end users  30 minutes
A short video about the powerful feature and how those features are used by end user. Special guest Paul Marentette!

  Impact Introduction   30 minutes
A short video about the powerful features in impact for Act (overview of many features).

  Impact data entry and calendar   30 minutes
Enhancing your task list, activities on custom tables, calendar color rules, self generating numbers; enhance your activity data entry!

  Impact Setting   30 minutes
Deep dive into Impact's setting features. General Enhancements, Images, Activities, Histories, Tab Colors, Smart Notes, Undelete, Options, Scripting, radius lookup, Action and Email Automation.



  • WordPress Videos


  Wordpress landing pages   5 minute
Learn how to use your WordPress web site using Impact Email Automation .



  • This month's videos


  Field Formatting   1 minute
Learn how to get format a field such as phone or SSN for data entry .

  Email Campaign  1 minutes
Create email campaign using Impact in 1 minute.



  • Recent Videos

  Google Driving Directions  3 minute
Learn how to get Google driving directions for your activities.

  Scripting Webinar - Advanced  38 minutes
Create advanced scripts and automation using Impact.

  Multiple monitor support  3 minute
Learn how to stretch your desktop on multiple monitors with Impact.

  Tab Order  3 minute
Set your data entry tab order using the forms designer.

  Auto update a field  3 minute
Learn how to automatically update any field value based on criteria.

  Data Entry Designer  3 minute
Learn our modern, inspirational, nimble, clear data entry designer giving you the power to make your life easier.

  Act Before and After   2 minute
See Act before and after impact is installed.

  Parent and Child Tables  4 minute
Learn how to display parent child infromation.

  Automation in one minute   1 minute
Check out automation in one quick minute!

  Automation webinar   12 minute
Automation with Jill Gibson

  Quick Lookup Features   2 minute
See how to perform quick lookups using Impact.

  Email Automation   10 minute
Learn how Impact helps with your email automation.

  Email designer  20 minute
Create your own email templates using Impact's email designer.

  Automation Deep Dive   12 minute
Deep Dive webinar on Impact's automation.
  Overview of new features   34 minute
Quick overview of Impact new features for your data entry needs.

  • One Feature in 1 minute

Click on a video to learn one of Impact's many feature in a quick one minute video tutorial.

  Simple Math   1 minute
Add a simple math function into Act!

  Tab Positions   1 minute
How to arrange the tabs at the bottom of the view

  Sort multiple columns   1 minute
Sort up to 4 columns / fields at the same time.

  Move Panels   1 minute
Move the panels on the bottom of the lists.

  Change Font Size   1 minute
Increase or descrease list view font size.

  Activities   1 minute
Display activities at the top of the form.

  Column Totals   1 minute
Column totals on any field in Act.
  Simple Math   1 minute
Add a simple math function into Act!

  Calendar Side By Side   1 minute
Side by side views for user, type, or resources.

  Parent/Contact Fields   1 minute
Place contact fields on custom forms.

  Saved Lookups   1 minute
Learn how to quickly apply saved lookups.

  Filter Panels   1 minute
What do the panels at the bottom of the list do?

  Date Range   1 minute
Change date ranges with one click.

  Color Rules   1 minute
Colorize your world using impact .

  Alternating Color Rows   1 minute
Apply alternating color to make lists easier to read!

  • Long deep dive Webinars

Click on a a link to watch a deep dive webinar.

  Word Templates   17 minutes
Deep Dive Webinar on using Microsoft Word Templates in Impact

  Subscription Tracking   20 minutes
A webinar with Jill Gibson on how she uses Impact for subscription tracking..

  Scripting and Automation   38 minutes
Deep Dive Webinar on using scripting and automation using Impact

  Data Entry Forms   8 minute
Deep Dive Webinar on using Impact's data entry form designer

  • Cool Tips and Tricks

Click on a video to learn one of Impact's cool features.

  Overview   2 minute
Quick overview on impact features

  Post to QuickBooks   2 minute
Learn how to post an opportunity to QuickBooks.

  Tab Indicators   3 minute
Tab indicators to quickly view more details

  Tab controls   3 minute
Place a tab control on the contact details view

  Invoice Bundling   2 minute
One click to add multiple line items.

  Smart Notes   8 minute
Create yellow sticky popup notes per contact.

  Invoice Templates   4 minute
Create your own invoice templates using MS Word.

  Radius Mapping   2 minute
Lookup contact by geo-location.
  • Word Templates

Click on a video to learn how to use MS Word templates

  Microsoft Word Templates   4 minute
Learn how to create templates in Microsoft Word.

  Opportunity Quotes   4 minute
Manager multiple templates for quotes or invoices.
  Email as PDF   4 minute
Convert to PDF and email with one click.

  Templates with lists   4 minute
Design and use templates with custom lists and totals.

  • Invoice, Quotes, Product Bundling

Click on a video to learn how to use MS Word templates for generating quotes

  Math and Scripting   3 minute
Create advanced formulas for our business rules.

  Line Item Calculations   4 minute
Line item calculations such as tax and/or commissions.
  Product Bundling   2 minute
Add multiple line items with one click!.

  Templates with lists   4 minute
Generate documents with lists and totals.

  • Report Generator

Click on a video to learn how to generate reports from your database

  Autorun / Schedule   8 minute
Learn how your report can auto run.

  Report To Excel   10 minute
Export your report To Excel to further customize.
  Report Wizard   24 minute
Create a new report from scratch in minutes.

  Report Designer   10 minute
Design reports in our robust Report Designer

  • Custom Views (tables)

Click on a video to learn how to create custom views (tables) included with every copy of impact

  What is a custom view?   14 minute
Learn how to create your own views in Act using impact .

  Parent Child Tables   4 minute
Add a child table to track progress
  Data Entry Forms   1 minute
Create data forms using the Layout designer.

  Templates with custom views  1 minute
Learn how to create templates for custom views.

  • Before and After

Click on a video to see Act in ist anative form then Act after Impact is installed

  Custom tables   1 minute
Native Act versus custom view (tables).

  Opportunity List   1 minute
Opportunity List view enhancements.

  Contact List   1 minute
Native Act versus enhanced contact list view.

  Dashboards   1 minute
Dashboards view enhancements.

  Contact Details   1 minute
Contact Details view enhancements.

  Activity List   1 minute
Activity List view enhancements.