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.
You probably already know how to sort a List View in Act by clicking on a Column heading, However you may want to sort by multiple columns for a variety of reasons. There is a special Sort command to do just that.
The Secondary Contacts feature was introduced in Version 7 back in 2005. It can save you a lot of time and improve your efficiency
This month’s video focuses on creating new Custom Activities for your type of business. They are particularly useful in many different industries.
Act has a lot of Add-Ons available from a variety of Partners. One of the most popular is List View Manager from Exponenciel, It allows you to save a particular List View by assigning it a name after you have created it. You also can share it with other users in your company.
Act can be tuned to suit the needs of your users better than any other CRM. In this case it is able to be done on the server hosting act!. The results will also partially happen on the Web display. All of the views in Act can be changed to display in different Colors & Fonts.
We originally had this tip w/screen shots over 1 year ago so we redid it in video. See if you like it better? Even if you use your Desktop version most of the time having a web access open and available for quick look ups when a customer calls saves time.
There have been significant changes in the Job Market this year. When our primary contact at a customer or suppler changes Kenbar has a process, we developed years ago.
In June, we covered the Groups and the Groups tab, and now we’ll be looking at Dynamic Groups, which use Advanced Queries that we discussed last month. Watch Now..
Over the years we have seen many Act users scrolling through a List View to find a particular record. Once you learn to use the Act Lookup you will save a lot of time
