No matter where you are in your database, at the top right of your screen you’ll always see a question mark icon, indicating the help tab. This small tab will give you more useful information and resources than anywhere else in Act! Starting with Help Topics at the top, clicking this will open up a new webpage, and by clicking Contents at the bottom of this page, you can see the vast amount of helpful tutorials and information on how to use many aspects of your Act! database, from your first time using the software, to advanced tricks to improve your workflow.

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.

For this month’s video, we have an interesting tip about adding precision to your Act! Activities. We all know Act! has a lot of custom options available to users, but do you know to what extent?

To start, the How-to Resources page provides the most basic information for both Desktop and Cloud versions of their product. Many of these links will take you to official manuals from Act!, while others may take you to support articles that help the user.

For this month’s tip, we’ll be showing you a short but useful trick regarding your Act! calendar. The default calendar view in Act! shows the entire current month in a mini-calendar format in a column to the right. This mini calendar can be expanded to show you up to 21 months at a time!

This month we have a tip about Act! Activities, specifically the Regarding field, both it’s uses, and how to add custom values to the drop down. Before we go into that though, it’s worth mentioning that we have done multiple videos in the past about nearly every aspect of Act! Activities, and we’ll have links to all of them in this month’s blog post.

While the ability to send SMS messages to their Act! contacts is available for US customers making use of Act! Marketing Automation, until now it has not been available in the Act! product as standard. SMS4Act! changes that.

SMS4Act is a new optional feature which allows you to send a text to a Contact and have their response come back as well which can then be added to the History Tab. Kenbar is currently running tests on a Windows 11 laptops in our office and a few customers are testing it as well.

The Opportunity Table is incredibly important for growing your Company, and is often what the CEO will be relying on to steer the Company. Opportunities in Act! allow you to easily read and understand the value of your business opportunities, all sorted into one place.