Act! Tools for Detail View

There are many different toolbars in Act!, each allowing you to filter, sort, or edit your database in any number of different ways. This month, we’ll be looking at the tools available to you in any Detail View in Act!, whether it’s contacts, companies, or groups. In any tab in the Detail View, we can see this toolbar in the middle of the screen. While the specific options shown might change whether you’re looking at activities, histories, notes, etc., they all let you sort and filter the information belo