Right mouse click in the Contact List, and select “Customize Columns”. Arrange the columns so the ones you want to freeze start on the left. Select the “Freeze Columns” checkbox, and add the number of fields to freeze. Click OK. In the example below those first 5 fields highlighted in blue will remain fixed and you will be able to slide the data to the right to see all the fields in the list w/o having the important ones disappear off the screen

Click Tools, Preferences, and select the “Colors & Fonts” tab. Select the appropriate list view and click the “Show grid lines” checkbox. Click OK. There you have it, a simple and quick way to enable the show grid lines in Act!

Create a dynamic group for staff members to easily find and fix incomplete contact records before important mailings. Create View Groups. Click Groups, New Group. Click Groups, Add/Remove Groups. Add the following criteria paying special attention to the “parenthesis” and “OR” commands. Users can select the group and create a lookup to quickly find and edit the relevant contact records.

Set the “roll over” option on phone calls, to-dos, and other custom activities so uncompleted activities are always on today’s calendar. Click Tools, Preferences, select the Calendar & Activities tab. Click the Activity Preferences button. Select the appropriate activity type and click the “Automatically roll over to today” checkbox. Click OK.

Pressing “F4” displays a 3 month mini-calendar. Right mouse clicking a date displays the activities for that date. You can also click and drag activities and drop them on another date to easily reschedule them.