Blog

Tips on how to Run Reports in Act! CRM - Act! Webinar

Brianna Loftin - Wednesday, July 25, 2018

Join us for the latest Act! Webinar to get the most out of your Reporting in Act! 

Speed Dating in Act! - 6 Reporting Tips in 1 Hour 

Tuesday, July 31st @10 am CST Register Here

Let us know if you have any questions or just want to talk. Email us or call (866)710-4228.

Getting your Entire Company to Participate in your CRM Strategy - Turning the Ship

Brianna Loftin - Tuesday, April 03, 2018


Join us for the upcoming webinar:

Turning the Ship – Getting Your Entire Company to Participate in Your Act! CRM Strategy  
Thursday, April 5th @10am CST 

Miss the first webinar? Find it, and others here.

For more information give us a call at (866)710-4228, or send an email.



What's New in Act! v20.1 - The Latest Release from Swiftpage

Brianna Loftin - Monday, March 19, 2018

Check out the latest release from Swiftpage Act! v20.1 Here

Heres what's included:

Unlock the full potential of Act! using Custom Tables Manager in the new Act! Premium Plus.
Extend your connected workspace via next generation Outlook integration for Act!.
Work with newly supported popular Microsoft platforms Office 365 and Exchange.
Strengthen business insights and improve sales mobility with enhancements to Act! Insight and Act! Companion.
Get the help you need with flexible new options for customer support. 

For more information send an email or give us a call (866)710-4228.


Speed Dating with Act! CRM - 10 Tips in One Hour: Live Webinar

Brianna Loftin - Friday, January 19, 2018

Speed Dating with Act! - Thursday, January 25th @ 2 pm CST (Register Here

Brush up on some great tips to get your Act! streamlined for everyday use. Included will be 10 tips on using ACT efficiently and effectively every day. Some of the topics to be covered include; Notes and Histories, Lookups and Groups, Activities and Calendar, & more.

After registering, you will receive a confirmation email containing information about joining the webinar.

About your Webinar Host: Jon Klubnik is a former NASA engineer who started Tandem CloudTop in early 2000 after spending 8 years supporting 38 space shuttle flights. He graduated from Texas A&M in Aerospace Engineering and has a  Masters degrees in Christian Education and Business Administration (MBA).

If you are interested in Act! CRM, training, Virtual Desktop Hosting or just want to ask a question please call (866)710-4228, or send us an email.  

Personalized E-Marketing Proven Effective - The Best Ways to Implement E-Marketing Campaign

Brianna Loftin - Friday, August 04, 2017

Personalized E-mail Marketing is proven effective, but many struggle to implement, even though they can gain about 17 percent more revenue, as studied by the Relevancy Group. Here is an article detailing how beneficial E-Marketing can be, and why many businesses still struggle, even though it guarantees success.

Your problem can be solved easily by Implementing Swiftpage Act! you can attain a CRM that will hold all of the personal information that you need to generate effective email campaigns with included Swiftpage E-Marketing so you can send out your marketing to the right people.

Give us a call at (866)710-4228 or send an email and we can work with you to see how Act! will increase your effectiveness and help you build your business.

Building Email Lists - How to Keep Track of Your Followers

Brianna Loftin - Friday, July 07, 2017

I have had some serious blog writers block these past couple of weeks. Naturally I googled, what to blog about- haha, and I actually came about a very handy article from Blog Tyrant, apparently I am not the only one who has asked this question.

One thing that he says is essential to blogging, is building an e-mail list, because you just cant rely on search engines alone. Swiftpage Act! keeps anyone that contacts us in an easily searchable CRM that can quickly automate mundane data entry and even provides free E-Marketing. This is a great cost effective solution for all of those bloggers out there that want to hold onto their followers.

For more information about Act!, send an email or call (866)710-4228.

How to Move Files from my Desktop to the Cloud and Back on Citrix

Brianna Loftin - Friday, June 16, 2017

Many people want to know if they can move files between their desktop and their hosted environment.  The answer is yes, with a few simple steps:

To copy files from your Citrix Session to your Local PC/Desktop, follow these steps:

- From your Citrix desktop, double click the "My Computer" icon. Note that the "My Computer" icon may be renamed to the server name

- Navigate to the file you want to copy inside of your Citrix session

- Right-Click the file and select "Copy"

- Go back to the "My Computer" icon and double click it once again

- You will now notice that in the "Network Drives" section, a list of drives that are actually your LOCAL PC drives.

- If you want to connect to your local PC's C: drive, just double click the "C$ on 'Client'" icon

- You will now see the folders refreshed in your window to show your local PC's C: drive

- You can now pick a folder on the local PC C: drive and copy your file into that folder. To do so, Right-Click in the folder where you want to copy the file to and select "Paste" option to paste the file FROM CITRIX TO YOUR LOCAL PC

- On your local PC, you can now navigate to the location you decided to copy the file to and you will be able to see the copied file there.

To copy files to your Citrix Session from your Local PC/Desktop, follow these steps:

- From your Citrix desktop, double click the "My Computer" icon. Note that the "My Computer" icon may be renamed to the server name

- You will now notice that in the "Network Drives" section, a list of drives that are actually your LOCAL PC drives

- If you want to connect to your local PC's C: drive, just double click the "C$ on 'Client'" icon

- Navigate to the file you want to copy on your local PC

- Right-Click the file and select "Copy"

- Now within your Citrix desktop, Right-Click your Citrix desktop and select "Paste"

- The file should now be copied onto your Citrix desktop

- You can now move it anywhere you want to store it properly within the Citrix environment

NOTE: Depending on the speed of your internet connection and the size of the file, the transfer speed may vary.

Give us a call at 866-710-4228 or send an email for more information on cloud hosting.

Will Go to My PC or Log Me In Work for My Needs? Citrix Hosting is Your Best Solution

Brianna Loftin - Wednesday, April 19, 2017

Because of location flexibility in our market demands, many of us have gotten pretty creative sharing our data. We have seen Dropbox, Go to My PC, Log Me In and files emailed between team members.

The problem with that, is that many times these types of sharing lead to data corruption, data theft, out of date versions of files and a myriad of other issues, along with the hassle that they cause.

But, alas, we have a solution for that. Our virtual desktop is powered by Citrix and allows all team members to share all their data, safely, like they are sitting in the same room, even if they are miles apart.

Call (866)710-4228 or send an email for more information, or to get started.


April 18 Tax Filing Deadline - How to Create End of Year Reports and Accountants Copy in QuickBooks

Brianna Loftin - Friday, March 17, 2017

The tax deadline is fast approaching.  Here are instructions on how to get your small business ready to file your taxes using Intuit QuickBooks. 

Prepare End of Year Reports

1. Open QuickBooks App. Click "Reports," "Profit & Loss Standard" and then "Company & Financials." Select "Last Fiscal Year" in the "Transaction Date" drop-down list, and then click "Run Report." After viewing the report, Print, so that you can use it easily while preparing your tax return.

2. Click "Reports" on the toolbar, and then select "Accountant & Taxes." Choose "Last Tax Year" in the "Transaction Date" drop-down list and click "Run Report." Print if you need.

3. Click "Reports," select "Vendors & Payables" and then click "1099 Summary." Then Print your "1099 Summary."

Creating an Accountants Copy 

1. Open QuickBooks, and then click "File" on the menu bar. Select "Accounts Copy," and then click "Save File."

2. Select the "Accountants Copy" option, and then click "Next." Select the last day of the tax year in the "Dividing Date" control box and click "Next."

3. Click the "Save In" drop-down list, and then navigate to the folder where you want to save the accountant copy of the QuickBooks backup. Type a descriptive file name for the QuickBooks file in the "File Name" field. Click the "Save" button to save the accountant's copy of the file.

4. Copy the accountant's copy of the your company QuickBooks data file to an external hard drive or flash drive, and then give the device to your accountant or bookkeeper. Or email the accountant's copy of the file.

QuickBooks Hosting - Access your QuickBooks Anywhere

If you would like for your accountant to access your company files remotely and easily, you may want to look into having your QuickBooks Application hosted so that anyone that needs access can do so easily from any internet connected device. 

Call (866)710-4228, or send an email for more information, or to get started.

Top 5 Reasons to Perform Maintenance of Your Act! Database

Brianna Loftin - Monday, February 20, 2017

Top 5 Reasons to Perform Maintenance:

1. Ensure that backups are being performed

2. Minimizes “Break/Fix” cost surprises

3. Optimizes database performance

4. Identifies potential issues before they occur

5. Keeps you informed on what’s going on in your database

Tandem CloudTop will help you perform these items:

  • Scheduled Maintenance is Performed
  • Act! Certified Consultants Review Your Database
  • Issues Addressed Before they Become Major Problems.
  • Professional Communication with IT and Management Keep Parties “In the Know”
  • Keep You Focused on Business, Not Maintenance
  • Hosting on Tandem Servers is also Available

Call for more information about Act! Support and Hosting (866)710-4228 or send us an email.




CloudTop Office provides Quickbooks Hosting, Act! Hosting, Quotewerks Hosting and more. Check out our cloud hosting solutions for small to medium sized business owners.