In past videos, we’ve gone over plenty of the tabs available to you from the top toolbar of act, including Lookup, Schedule, Write, Tools, etc., all of which you can find in our previous blog posts. However, one of these tabs changes and gives us different options depending on where we are in our Act! Database.

In the contact page of Act!, this tab allows us to create, duplicate, and relate the contact we’re viewing, as well as write a new note or history, or attatch a file to the contact. You can also save the current lookup as a group/company, or add the selected contacts to a group/company, as well as linking and unlinking. Finally there are a few other options like adding secondary contacts, or getting directions to the current contacts address.

Next, when you move over to the Groups page in Act!, the tab changes to group shortcuts. You have many of the same options that you did with contacts, such as creating, duplicating, attaching notes/histories, or saving the lookup as a grou. You can also add/remove contacts to your group from here.

Finally, in the companies page, the tab changes again, with similar options as the others but for companies. You can create new companies, new contacts from companies, new lookups, or adding/removing contacts from your selected company.

Overall, this tab provides great tools and shortcuts to improve your database workflow, and dynamically changes to fit your needs. .