Act! Activities are an essential component to any database, as they let you plan ahead for the future and keep things sorted. One way to schedule and Activity is to use the Schedule tab at the top of your Act! toolbar. Another easy way to make an Activity is through the Act! Calendar. Simply double left-click on the web version or right click on the client version to start scheduling your Activity. Remember, that when scheduling an Activity, you can choose the “select contacts” option to choose from any contacts, companies, or even the current lookup. Finally, you can make your Activity through the contact detail page of the contact…

Scheduling Activities in Act! is easy. To create an Activity, click the Schedule button at the top left of your screen, then choose which Activity to start with. From here, the Schedule Activity window pops up, and you can choose from an expanded list of Activity Types, including the ones already shown.

Duplicate Contacts can occur in a number of ways. While it can sometimes be a user error, it can also be a scanning or importing error. For example, if you scan a stack of business cards to import to Act!, you may input duplicate contacts, either because there are duplicates in the pile or they already exist in your database. Either way, there are Act! tools to manage or merge these duplicates.

A Relationship in Act! links two or more contacts from your database and describes their connection, while also allowing quick navigation between those contacts. It also helps us keep track of an employee that leaves a company, who we may want to stay in touch with, in case there’s a need for Act! at their new employer.

Activity Series allows you to select contacts for each of the activities in the sequence you’ve created, as well as remove contacts, switch them out, schedule the same Activity Series with new contacts, etc. It’s an easy and versatile feature for any business to use.

Activities are a core part of Act! and changing settings to fit your needs is an easy way to improve your workflow. To get to Activity Settings is simple, go the tools menu in your top left toolbar. Make sure you scroll down to see all the options available, and click preferences. From here, click activities, and you’re there. At the very top of the new page, you choose which activity type you would like to change the default settings of. Once you’ve chosen, you can change the default priority, alarm, and activity duration for that activity type. You can also select if you’d like to default to timeless, or…

The Manage Users tab can be found by going to the top left toolbar of your act web page, clicking on Tools, and then Manage Users

The Contact Name field in Act is unique, as it has six components to it, which are: first name prefixes like Mr. Mrs. Dr., first name, middle name/initial, last name prefixes like Von and Van, last name, and last name suffixes like PhD. and M.D.. This is important to know, as problems can arise when you enter a contact’s name into your database. While you enter the name into a single field in your detail view, Act! automatically identifies each piece of the contact’s name using those six components.

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 below

This month we have a quick rundown of the Tools tab in any Act Database. To start, at the top of the drop-down list you’ll see Define Fields, a useful feature that lets you add or edit fields in Act!. This means, on top of the existing fields for your database like contact, company, title, etc., you can manually add new fields to search with, such as birth date, relationship, or anything else you’d like.