Welcome to another insightful tutorial by Tony Holowitz, the renowned expert behind 365 ACT Tips and Tony the Teacher. In this session, Tony introduces a new feature in ACT 16 known as “Calculated Fields.” This powerful tool empowers users to create dynamic fields that automatically calculate specific data based on predefined criteria. Join us as we delve into the world of calculated fields, focusing on both date and numeric fields, and learn how they can boost your productivity.

1: Unveiling Calculated Fields in ACT CRM

1. Introduction to Calculated Fields: Tony provides an overview of calculated fields, a new feature in ACT 16. He explains that users can create two types of calculated fields: date fields and numeric fields. In this tutorial, he will primarily focus on date fields and briefly touch on numeric fields, which will be covered in detail in a future tutorial.

2: Leveraging Calculated Fields for Time Management

1. Exploring Use Cases: Tony demonstrates the practical applications of calculated fields by examining the “Latest Activities” tab in ACT CRM. By creating a calculated field, users can determine the number of days since a specific activity, such as the last email sent to a contact.
2. Creating a Calculated Field: Tony guides users through the process of creating a new calculated field. By accessing “Tools” and “Define Fields,” users can add a new field named “Days Since Email.” He selects the “Date” field data type and proceeds to the next step.
3. Defining the Calculation Criteria: In this step, Tony selects the relevant field to focus on, which is the “Last Email” field. He opts to calculate the days since the last email. Users can also choose other options, such as “Days Until,” “Years Since,” etc.

Conclusion

With the introduction of calculated fields in ACT CRM, users like you can effortlessly generate dynamic data to streamline your workflow and enhance time management. Tony Holowitz’s expert guidance empowers users to create date fields that automatically calculate days since specific events, like the last email sent. Stay tuned for Part 2 of this tutorial, where Tony will illustrate how to integrate calculated fields into your ACT CRM layout.

Unlock the potential of calculated fields in ACT CRM with Tony Holowitz’s expert insights. Enhance your data management capabilities and take control of your workflow today. Thank you for joining us in this tutorial, and stay tuned for Part 2, where Tony will guide us through incorporating calculated fields into our ACT CRM layout.