Introduction

Tony Holowitz, the renowned expert behind 365 ACT Tips and Tony the Teacher, brings you yet another valuable tip to streamline your ACT CRM experience. In this tutorial, Tony demonstrates a simple yet effective technique to add grid lines, making it easier to read and decipher contact information in large lookup results.

1: The Challenge of Deciphering Lookup Results

1. Navigating Lookup Results: When conducting a lookup in ACT CRM, it’s not uncommon to receive a list of contacts that meet the search criteria.
2. Data Overload: Large lookup result lists can be overwhelming, making it challenging to quickly comprehend the information presented.

2: Adding Grid Lines for Improved Readability

1. Accessing Preferences: Tony guides users to access the “Preferences” menu in ACT CRM by clicking on “Tools” and selecting “Preferences.”
2. Colors and Fonts: Within the Preferences window, users need to navigate to “Colors and Fonts” to access the relevant settings.
3. Enabling Grid Lines: Under the “Colors and Fonts” menu, select the “Contact List” and click on “Show Grid Lines.” Upon clicking “Apply,” grid lines will be added around the contact information.

3: Extending Grid Lines to All Areas

1. Encompassing All Sections: Tony demonstrates how to extend grid lines to all areas, including notes, histories, and more.
2. Selecting All Items: In the “Colors and Fonts” menu, click on “Contact List” and then hold the Shift key while selecting the last item to highlight all sections.
3. Applying Grid Lines: Click on “Show Grid Lines” and then “Apply” and “OK” to apply grid lines to all areas.

4: Enhanced Readability and User Experience

1. Improved Visualization: By adding grid lines, the contact information becomes more visually structured, allowing for better data comprehension.
2. Simplified Navigation: Grid lines help users quickly scan through lookup results and focus on essential details without feeling overwhelmed.

Conclusion

With Tony Holowitz’s expert guidance, adding grid lines to your ACT CRM becomes a breeze. By enhancing readability and organization, grid lines ensure a seamless user experience, facilitating efficient data analysis and navigation.

Discover the power of grid lines in ACT CRM with Tony Holowitz’s insightful tutorial. Thank you for joining us, and stay tuned for more enriching tips to boost your ACT CRM experience.