How to Quickly Add a Shortcut to Act’s Toolbar

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Welcome, ladies and gentlemen, to another helpful ACT tutorial with Tony Holowitz! In this video, Tony shares a valuable tip to enhance your ACT experience by adding shortcuts to the toolbar. Often, we find ourselves repeatedly performing certain actions in ACT, such as looking up contacts by their first name or last name. With this quick and easy trick, Tony shows us how to create custom shortcuts, streamlining our workflow and saving precious time.

Creating Custom Shortcuts: Tony begins by demonstrating the process of creating a shortcut to the “First Name” lookup option on the toolbar. To do this, he right-clicks on the toolbar, clicks on “Customize,” and selects “Commands.” On the left-hand side, he locates the “First Name” option, clicks, holds, and drags it onto the toolbar. After dropping it in place, he clicks “Close,” and the new shortcut is ready to use.

Benefits of Custom Shortcuts: The advantage of custom shortcuts is evident; they allow quick access to frequently used functions within ACT. Instead of navigating through multiple options, users can now directly access their preferred lookup options, streamlining their search and data entry process. Custom shortcuts are a game-changer for those who perform repetitive tasks daily.

Additional Customization Options: While Tony showcases creating a shortcut for the “First Name” lookup, this method is versatile and can be applied to various other functions in ACT. Users can customize their toolbar to suit their unique needs and work patterns. This level of personalization enhances user comfort and further boosts productivity.

Conclusion: In conclusion, Tony Holowitz’s tutorial on adding shortcuts to the ACT toolbar provides valuable insight into optimizing your ACT experience. By incorporating custom shortcuts, users can quickly access frequently used functions, making their work more efficient and seamless. If you wish to enhance your ACT efficiency further, Tony’s expertise and guidance can be a great asset.

Stay tuned for more ACT tips and tricks from Tony Holowitz, and thank you for joining us today! Until next time, have a fantastic day!