No matter where you are in your database, at the top right of your screen you’ll always see a question mark icon, indicating the help tab. This small tab will give you more useful information and resources than anywhere else in Act! Starting with Help Topics at the top, clicking this will open up a new webpage, and by clicking Contents at the bottom of this page, you can see the vast amount of helpful tutorials and information on how to use many aspects of your Act! database, from your first time using the software, to advanced tricks to improve your workflow.
Next on the Help Tab, is the online manual, where you can access the Act! New User Quick Start Guide, a 13 page pdf on the basics of Act! and how to get things running smoothly. Much of this info is regarding the contacts you are creating and managing while using Act! for the first time.
However, the Help Tab isn’t just for new users; under Services and Support, you’ll find two very important links. The Help Resources link takes you to Act!’s Premium Customer Support Resource center. This has a wealth of knowledge for new and old Act! users, including how-to’s, video training and webinars, as well as Act!’s Premium Knowledge base. Any feature in Act! can be found or explained in more detail through these resources.
If that is not enough information, or you don’t have the time available, there is also the “Find an Act! Partner” link under Services and Support in the Help Tab. This will take you directly to Act!’s webpage for finding a ACC such as Kenbar Solutions, who can help you with any problems or questions you may have about your Act! database, no matter how simple or complex.
Finally, at the bottom of the Help Tab, you’ll see About Act!, which opens a popup containing all the relevant information for your specific Act! database, including version, update number, database name, user info, and licenses. You can also click Tech Support at the bottom right of this popup, which brings you back to the Customer Resources from earlier.