This month we have a tip about Act! Activities, specifically the Regarding field, both it’s uses, and how to add custom values to the drop down. Before we go into that though, it’s worth mentioning that we have done multiple videos in the past about nearly every aspect of Act! Activities, and we’ll have links to all of them in this month’s blog post.

In March 2022, we covered Creating Custom Activities in Act!, including the 7 presets available, and how to create new types.
Read more about Creating Custom Activities in Act

In March 2023, we went more in depth with Activities, going over nearly all the settings you can change about your Act! Activities.
Read more about Activity Settings

In April 2023, we showed how you can create Act! Activity Series, allowing you to select multiple contacts for multiple activities, scheduled at different times depending on your settings.
Read more about Creating Activity Series

Finally, in May 2023, we went back and gave all the details about scheduling activities in your Act! database, so our customers can see how easy and efficient it is to use.
Read more about Scheduling Activities

For this month, we’ll be going over a smaller part of creating an Activity, the Regarding field. You can use the drop-down arrow to the right of the field to see a list of preset options you can select. These options also change depending on what Activity type you’re scheduling. On top of that, there is a way to edit this drop down list, to include whatever terms you would like.

However, this is mainly done through the Desktop version of Act!. For customers using the Web-based version, you would have to contact Act support to make changes. Alternatively, you can make changes like these through a Remote Database, likely easier and faster than contacting support.

To add or remove these Regarding fields, simply click the edit list values, then click the add button to create a new value, or the delete button to remove any of the selected fields. Click ok, and you’re done. Though, remember to synchronize after, so your changes are saved to the cloud.