Today we will be showing a video on updating your current Act database. Before anything else, it’s important to know that this is a video on updating the Client server (Desktop) version of ACT, not the Web (Browser) version. If your database is being hosted by ACT or another provider, you will need to contact them to get details on when they will be updating your ACT software. If you are not sure who is hosting your master just give Kenbar a call.
Due to a technical issue the June video stopped working. The issues have been fixed and the video can be seen by clicking here. We chose the Contact Detail layout to discuss all the types of Tabs, however they are used in many other modules throughout Act. Our July Video covers why the sequence of the tabs is important.
The most unique feature of Act! over the many years is the detail layout, with a series of tabs in a toolbar in the middle of the screen, which was introduced in Version 7 of Act!. That toolbar contains a series of tabs which allow the user to continue looking at the top half of the screen, where all the most pertinent information resides. This month’s video will focus on the types of tabs there are in the contact detail table.