Act! CRM Software Tips & Tricks

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Act CRM F6 Key Shortcut: Switch Between Last 2 Layouts

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction

Welcome to another informative tip from Tony Holowitz, the mastermind behind 365 ACT Tips and Tony the Teacher. In this quick tutorial, Tony reveals a simple yet powerful shortcut to effortlessly navigate between different layouts in ACT CRM. Discover how the F6 key can save you time and enhance your user experience.

1: The Power of Different Layouts in ACT CRM

  1. Basic Contact Layouts: ACT CRM offers two primary basic contact layouts – “1024 x 768” and “800 x 600.” These layouts present information in different formats, catering to various user preferences and screen resolutions.

  2. Customization Possibilities: Users can create layouts tailored to specific needs, containing varying levels of detail. For instance, a layout may have extensive information for internal use, while a simplified version can be employed for client-facing interactions.

2: The Convenience of the F6 Key

  1. Switching Layouts with Ease: Rather than manually navigating through layout options, ACT CRM offers a nifty shortcut – the F6 key.

  2. Flipping Between Last Two Layouts: ACT CRM remembers the last two layouts used. By simply pressing the F6 key, users can effortlessly toggle between these two layouts, much like flipping an index card.

3: Practical Applications of the F6 Key Shortcut

  1. Protecting Sensitive Information: For business owners or HR professionals with sensitive data, the F6 key provides a swift way to hide certain fields from view when necessary.

  2. Enhanced User Experience: The F6 key empowers users to quickly access different layouts based on their immediate needs. Whether seeking a comprehensive view or a simplified display, the F6 key ensures a seamless user experience.

4: How to Use the F6 Key

  1. Locating the F6 Key: The F6 key is located on the top row of the keyboard, typically above the function keys, marked with the letter “F” followed by the number “6.”

  2. Switching Layouts: To switch between the last two used layouts, simply press the F6 key, and ACT CRM will instantly switch to the other layout.

5: Conclusion

Embrace the power of efficiency and convenience in your ACT CRM experience with Tony Holowitz’s F6 key shortcut tip. By swiftly toggling between different layouts, you can enhance productivity and ensure a seamless user experience in your ACT CRM journey.

Discover a world of efficiency in ACT CRM with Tony Holowitz’s expert advice. Thank you for joining us, and we look forward to sharing more insightful tutorials with you soon.