Introduction: ACT CRM (Customer Relationship Management) is a versatile tool that allows businesses to efficiently manage their contacts and interactions. One of the essential features of ACT is the ability to create and view notes and histories for each contact. In this tutorial, we will explore how to customize the font, size, and color of notes in ACT CRM. It’s important to note that the same principles can also be applied to other areas in ACT, such as histories.

Step 1: Accessing Preferences To begin customizing the appearance of notes, follow these steps:

1. Click on the “Tools” menu at the top of the ACT window.
2. From the dropdown menu, select “Preferences.”

Step 2: Modifying Notes Font and Size Within the preferences window, go to the “Colors and Fonts” section. Look for the option that says “Notes Detail/Composition.” This setting allows you to adjust the font and size specifically for the notes detail area.

1. Click on “Notes Detail/Composition.”
2. In the “Font” section, click on the dropdown to select a font style that suits your preference.
3. Adjust the font size by entering a numerical value or using the up/down arrows to increase or decrease the size.
4. Click “OK” to save the changes.

Step 3: Changing Note Text Color To change the text color of the notes, follow these steps:

1. Still in the “Notes Detail/Composition” section, locate the “Text Color” option.
2. Click on the color box to open the color palette and choose the desired text color.
3. Click “OK” to save the changes.

Step 4: Customizing Note Background Color (Optional) In some cases, you may want to change the background color of the notes to further customize the appearance. However, it’s important to note that this option may not be available in all versions of ACT.

1. In the “Notes Detail/Composition” section, look for the “Background Color” option.
2. Click on the color box to open the color palette and select the desired background color (if available).
3. Click “OK” to save the changes.

Step 5: Applying the Customizations Once you have made the desired changes to the notes’ font, size, and color, click “Apply” and then “OK” to save the preferences.

Conclusion: Customizing the font, size, and color of notes in ACT CRM allows you to personalize the way you view and interact with your contact information. By making notes more visually distinct, you can improve readability and overall user experience within the CRM.