Introduction

Welcome to another informative tutorial by Tony Holowitz, expert at 365 ACT Tips and Tony the Teacher. In this session, Tony introduces an exciting new feature in ACT 16 – the Automatic Company Creation Filter. Learn how this feature can simplify contact management and enhance organizational efficiency within ACT.

1: Understanding the Automatic Company Creation Feature

1. Introduction to Companies: Tony begins by explaining the concept of companies in ACT, which are similar to groups but are designed to focus on organizing contacts within a specific company. By grouping contacts from the same company together, users can easily access relevant information and gain a comprehensive view of company-related data.

2. Advantages of Companies: While some ACT users might not be familiar with companies or may have hesitated to use them due to perceived complexity, Tony highlights the advantages they offer, particularly when dealing with contacts from the same company. Companies serve as an efficient way to consolidate information and streamline data management.

2: Configuring the Automatic Company Creation

1. Accessing Company Preferences: Tony demonstrates how to access the company preferences within ACT. By navigating to “Tools” and then “Preferences,” users can access the “Admin” tab, where the “Company Preferences” are located.

2. Automatic Company Creation: Users can set specific criteria to automatically create a company when contacts with the same company name exceed a defined number (e.g., four or more). Tony shows how to configure this feature, making company creation an automated process.

3. Refreshing the Screen: After making the necessary changes in preferences, Tony explains the process of refreshing the screen to reflect the automatic company creation.

3: Organizing Contacts Using Companies

1. Viewing the Results: Tony showcases the outcome of the automatic company creation by observing the appearance of linked contacts as hyperlinks in the detail view.

2. Navigating Company Information: Tony illustrates how clicking on a company hyperlink allows users to access all related information for contacts within that company. This streamlined view provides a comprehensive overview of activities, notes, and history associated with the company.

Conclusion

With the automatic company creation feature in ACT 16, organizing contacts from the same company becomes effortless and efficient. Tony Holowitz’s expert guidance empowers users to optimize their ACT experience, making it a powerful tool for contact management and business organization.

Discover the benefits of ACT’s Automatic Company Creation Feature with Tony Holowitz. Simplify your contact organization and elevate your productivity today. Thank you for joining us in this tutorial, and stay tuned for more valuable insights from Tony’s expertise.