One of the best Calendar formats in Act is the Work Week because it gives you better daily detail than the Monthly one. The following Tip gives you the power to move any Activities from one week to the another week easily. In the slides below we have a follow-up Meeting on Friday that needs to be rescheduled to the following week. First, place your mouse on a date in the mini calendar (see orange circle right side of 1st slide) and drag it down to the date of your choice (see orange circle right side of 2nd slide). The Calendar will automatically adjust itself to give you what you…

Just about every Act user knows that you can easily sort any column in a Contact List view. However, another hidden treasure in the Edit Menu, is the Sort command. This command will allow you to sort up to 3 columns at the same time. Scroll down down to see all 3 screenshots.

The Copy command in the Edit menu is very handy if you want to send information about one of your contacts to someone, that they can then use to put into their system. It will copy all of the Primary Fields in the currently selected Contact record which you can then paste in an e-mail, Notepad or any other document. Scroll down to see both screenshots.

Just like clutter can affect you at home and your place of work it can also get in the way with your Act database. The following routine will check for one of the common ways an Act Database can become cluttered and will cause your Act database to take a long time open. Once the clutter is removed you will notice an improvement. Start by clicking on the Task List in the Navbar. The next step is to make sure all of the filters above the column headings say “All”. Don’t Forget to click on Users and select “All”. If it seems to take a while to display the Activities…