The Manage Users tab can be found by going to the top left toolbar of your act web page, clicking on Tools, and then Manage Users

The Contact Name field in Act is unique, as it has six components to it, which are: first name prefixes like Mr. Mrs. Dr., first name, middle name/initial, last name prefixes like Von and Van, last name, and last name suffixes like PhD. and M.D.. This is important to know, as problems can arise when you enter a contact’s name into your database. While you enter the name into a single field in your detail view, Act! automatically identifies each piece of the contact’s name using those six components.

There are many different toolbars in Act!, each allowing you to filter, sort, or edit your database in any number of different ways. This month, we’ll be looking at the tools available to you in any Detail View in Act!, whether it’s contacts, companies, or groups. In any tab in the Detail View, we can see this toolbar in the middle of the screen. While the specific options shown might change whether you’re looking at activities, histories, notes, etc., they all let you sort and filter the information below

This month we have a quick rundown of the Tools tab in any Act Database. To start, at the top of the drop-down list you’ll see Define Fields, a useful feature that lets you add or edit fields in Act!. This means, on top of the existing fields for your database like contact, company, title, etc., you can manually add new fields to search with, such as birth date, relationship, or anything else you’d like.

This month we’ll be giving you a quick tutorial on how to create email templates and campaigns through Act! Marketing Automation. Marketing Automation is an extremely versatile and useful tool to have in your Act! database. It’s an in depth tool with a lot to cover, so this month we’ll just be focused on email templates and campaigns./

For this Month, we’ll be quickly going over a staple of the act database: the Global Toolbar. This is the toolbar at the top right of any main menu or view in Act, from Contacts all the way down to Reports. This bar gives you quick access to the fundamental features of Act!, including writing E-mails, scheduling activities, creating new contacts/companies/groups, etc. Learn more about it in this month’s blog.

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?