Act! CRM Software Tips & Tricks

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Act’s Window Divider Bar: Resize the Window

by | Jul 31, 2023 | Act CRM Software Fundamentals

Blog Post: Act’s Window Divider Bar: Resize the Window

Introduction: Welcome to our blog post on a quick Act tip to make your workflow more efficient. In this post, Tony Hollywood will demonstrate how to utilize Act’s window divider bar to resize the window and optimize your reading experience when dealing with numerous notes and histories. If you prefer video format, you can watch the demonstration on YouTube here.

Table of Contents:

  1. Understanding the Importance of Notes and History in Act
  2. The Window Divider Bar: Its Purpose and Function
  3. How to Resize the Window Using the Divider Bar
    • Dragging the Bar to View More Content
    • Double-Clicking to Reset the Window Size
  4. Additional Tips for Optimizing Your View
    • Adjusting the Divider Bar to the Bottom
  5. Conclusion

1. Understanding the Importance of Notes and History in Act: Before we delve into the tips and tricks, let’s briefly explore the significance of the notes and history section in Act. These sections play a crucial role in recording essential information and interactions with your contacts. As your database grows, you might find yourself facing an abundance of notes and histories, making it challenging to read through them all.

2. The Window Divider Bar: Its Purpose and Function: The window divider bar in Act serves as a practical tool to manage the separation between the top window and the bottom window. It allows you to control the size of each window, enabling a better viewing experience for your notes and histories.

3. How to Resize the Window Using the Divider Bar:

– Dragging the Bar to View More Content: To resize the window and view more content, follow these simple steps:

  1. Locate the window divider bar situated in the middle of the screen.
  2. Hover your pointer over the bar to change it into a two-headed arrow.
  3. Click and hold the left mouse button to drag the bar either up or down.
  4. By moving the bar upwards, you can expand the lower window, making it easier to read your notes and histories.

– Double-Clicking to Reset the Window Size: If you want to revert to the original window size after resizing it, use this handy trick:

  1. After dragging the bar to the desired height, double-click on the bar.
  2. The window will snap back to its original position, allowing you to quickly revert to the previous layout.

4. Additional Tips for Optimizing Your View:

– Adjusting the Divider Bar to the Bottom: Sometimes, you may encounter situations where the divider bar is at the bottom of the screen, obstructing your view. In such cases, do the following:

  1. Drag the bar all the way down to the bottom of the window.
  2. This action will allow you to access more information in the top window while still being able to view notes and histories in the lower window.

Conclusion: Mastering the window divider bar in Act can significantly enhance your productivity and make your interactions with the notes and history sections more efficient. With the ability to resize the window at your fingertips, you can now read through your important data without constant scrolling. We hope this quick Act tip from Tony Hollywood proves to be useful in streamlining your workflow.

Remember, you can watch the demonstration by Tony Hollywood on YouTube here.

Thank you for reading, and have a great day!