Act! CRM Software Tips & Tricks

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Act: Adding Grid Lines to a List for Easier Reading

by | Jul 31, 2023 | Act CRM Software Fundamentals

Introduction

Welcome to another informative ACT tip by Tony Holowitz. In this tip, he addresses a common issue faced by many ACT users – the lack of clear divisions between contact list entries, making it difficult to read and navigate. Tony demonstrates a simple solution to enhance the readability of the contact list by adding grid lines. Let’s explore this quick and effective technique for a more efficient ACT experience.

Heading 1: The Challenge of Plain Contact Lists

In ACT, when viewing a contact list, users often encounter a plain and unstructured view, lacking visible separations between entries. This can lead to confusion and difficulty in distinguishing one contact from another.

Heading 2: Adding Grid Lines for Enhanced Clarity

Tony Holowitz provides a straightforward solution to improve contact list visibility by adding grid lines between entries. This simple adjustment enhances the readability of the contact list, making it easier to discern individual contacts.

List: Steps to Add Grid Lines

  1. Click on Tools in the ACT menu.

  2. Navigate to Preferences in the dropdown menu.

  3. Under Colors and Fonts, select the applicable area (e.g., Contact List).

  4. Scroll down and click on Show Grid Lines to enable the grid lines.

  5. Click Apply and then OK to implement the changes.

Heading 3: Comprehensive Grid Lines Across ACT

Tony points out that once you add grid lines to one section, like the contact list, you can easily apply the same enhancement to other areas of ACT, such as activities, opportunities, and history. This creates a consistent visual experience throughout the platform.

Heading 4: Customizing Colors and Fonts

In addition to adding grid lines, Tony suggests that users can further customize colors and fonts in ACT to make important sections stand out, providing visual cues for easier navigation within the system. He hints at covering this topic in a future tutorial.

Conclusion

By implementing grid lines in the contact list and other relevant sections of ACT, users can significantly improve the visual organization of their database. Tony Holowitz’s easy-to-follow ACT tip empowers users to create a more streamlined and user-friendly environment, enhancing productivity and efficiency.