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ACT! Tips by E-mail Printing Labels - ACT!
2005-2008
Click here to view "Printing Labels" lesson.
Printing Labels - ACT! 6 and below
Click here to view "Printing Labels" lesson.
Ctrl +H to record history
Don’t forget to record history in the database each
time you talk with a customer. If you haven’t scheduled the call, press
[Ctrl+H] to record your notes on the contact
record.
1. Lookup the contact.
2. Press [Ctrl+H] (or right-click anywhere) and select Record History.... 3. Fill in or select Regarding. 4. Change the Activity type if necessary (from Call to Meeting or To-do). 5. Fill in any Details about the contact. 6. Click the appropriate Result:. 7. OK
Printing an Envelope
Selecting multiple items from drop-down list
Sometimes making a single selection from a
drop-down list just doesn’t cover everything. Let’s say you have a field
called Hobbies and your contact plays Golf and Tennis. To
select multiple items for a field with a drop-down list…
1. Move to the field and press [F2]. 2. Click on the first choice, then [Ctrl+click] each additional item. 3. OK.
Duplicating a Contact
If you have more than one contact from a company,
don't retype all the information.
Side-ACT Uses
What is it? It's a separate program from ACT!, but installs when ACT! is installed. It's a little, quick-to-open to-do list. Why use it? To keep track of things that you don't want to schedule in ACT!, like dropping by the dry cleaners. I use it to keep a list of goals/projects that I am working on. How do I access it? There are four ways: (1) Click the SideACT! icon on the ACT! toolbar, (2) select Start, Programs, Symantec ACT!, SideACT! from the menu, (3) double-click the icon on the desktop (if it’s there), or (4) click the SideACT! icon in the system tray (lower right corner of the screen by the time). How do I use it? Once SideACT! is open, just type the text of the activity and press [Enter].
Customizing Contact List View
Using the Contact List view is a great way to view a lot of your information quickly. Click on the Contact List icon in the toolbar (the second icon on the View Bar) or press [F8] . Add columns to the list...
To add fields (columns), right-click anywhere in the Contact List view and select Add columns. Click on the field you want to display in the list and click Add (or drag it to the location where you want it to display) When you’re finished, click Close. Remove columns from the
list...
To temporarily remove a column from the list, just
drag the column heading up until the mouse pointer displays as a
trashcan.
Sort the list...
To sort the list differently, click on the column
heading that you want to sort by (a triangle appears on the column that the list
is currently sorted by.
Move to regular ACT! Contact
screen...
To display a contact in the regular Contact screen,
double-click the gray square to the left of the Contact’s name.
Moving from Field to Field
As you use the keyboard to enter a new contact into ACT!, by default the [Tab] key moves you from field to field and the [Enter] key jumps to important fields that have been predefined. To reverse this and have the [Enter] key move you from field to field… 1. Select Edit, Preferences 2. Make the choice on the General tab. 3. OK Any choices you make within Edit,
Preferences only affects your PC - no one else's.
Attaching a document
ACT! allows you to attach any type of file to a
contact record (a Word document, a PowerPoint presentation, an Excel
spreadsheet, etc).
Changing Calendar
Views
No matter whether you are viewing a day, a week or a month in your Calendar View, ACT! always displays a one month Mini-Calendar in the upper-right corner. You can quickly change the calendar display from Daily to Weekly to Monthly...
Controlling How Completed Activities Display Some people like to have To-do lists that have lines through the completed items. Others like to have the item grayed out when completed. Still others want a completely clean list with nothing displaying when all items have been completed. You can control what displays on your Calendar or Task list area. To display a completed activity in Strikeout or Grayed Mode...
To remove completed items from
display...
If you would like to be added to our ACT! Tips list, you can sign up here. Make it one of your goals to learn to use ACT! to help you achieve your goal to better manage your customer and prospect relationships. Attend your local ACT! Users' Group to find out how you can do that...check out this website to see if there is a User's Group close to you.http://www.act.com/community/usergroups/ If you can't make a Users' Group meeting, try out this book to help you learn how to take advantage of all of the amazing features that ACT! has to offer.
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