Act! CRM Software Tips & Tricks

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Act’s Last Email Field

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz sheds light on a crucial feature of ACT CRM called the “Last Email Field.” He explains how this field helps users track the last email sent to their contacts and why it is essential for efficient contact management. By understanding the significance of the Last Email Field, ACT users can stay organized and maintain regular communication with their contacts. Let’s explore this powerful tool in detail.

  1. Introducing ACT’s Last Email Field: Tony introduces the Last Email Field, an ACT system field that automatically updates with the date of the last email sent to a contact. He highlights its importance in keeping track of communication with contacts and maximizing productivity.

  2. Navigating the Basic Contact Layout: Tony showcases the Basic Contact Layout, a standard ACT layout that lacks the Last Email Field. He then switches to the 1024 x 768 layout, revealing the presence of the Last Email Field on this screen.

  3. Understanding the Last Email Field: Tony emphasizes that the Last Email Field is non-editable and acts as an auto-updating record of email interactions. Whenever an email is sent to a contact, whether through ACT or Microsoft Outlook, the Last Email Field reflects the date of the most recent email.

  4. Practical Applications of the Last Email Field: Tony shares valuable insights into the practical applications of the Last Email Field. Users can leverage this feature to track email communication and ensure regular follow-ups with their contacts. By setting reminders to send emails within specific intervals, users can maintain better engagement with their database.

  5. Saving Time and Improving Efficiency: Tony explains that many users manually enter email dates into custom fields, unaware of the automated functionality of the Last Email Field. By utilizing this system field, users save time and gain valuable insights into their contact interactions effortlessly.

Conclusion: The Last Email Field in ACT CRM proves to be a game-changer in contact management, offering users a convenient way to track email communication with their contacts. Tony Holowitz’s tutorial demonstrates the ease and efficiency of this feature, highlighting the importance of understanding and utilizing the Last Email Field to stay organized and maintain strong connections with contacts. By making the most of this valuable tool, users can enhance their productivity and achieve better results in their business endeavors. Thank you for reading, and have a great day!