Introduction

In this tutorial, Tony Holowitz introduces the Act Layout Designer, a powerful tool to customize layouts in the Act CRM software. He emphasizes the importance of designing layouts strategically to enhance data management efficiency. Tony also provides insights into handling tab stops and enter stops for smooth navigation within the layouts.

1. The Layout Designer: A Separate Tool

• Tony compares the Layout Designer to a separate program within Act, allowing users to design and organize fields creatively.
• Before creating a new layout, ensure that all necessary fields are available. If a field is missing, go to “Tools” > “Define Fields” to create it first.

2. Creating a Copy of the Layout

• Tony demonstrates creating a copy of an existing layout for experimentation and modification.
• Go to “Tools” > “Design Layouts” and select the appropriate layout type, such as “Contact,” to access the Layout Designer.

3. Moving and Organizing Fields

• In the Layout Designer, fields can be moved around and positioned as desired.
• Click and hold a field, then drag it to a new location within the layout to rearrange the fields.
• For precise organization, align fields to the same size and appearance for continuity.

4. Tab and Enter Stops

• Tony explains the difference between tab stops and enter stops in Act layouts.
• The “Tab” key moves between fields in a sequential order.
• The “Enter” key can jump to specific designated fields, making data entry more efficient.
• By adjusting tab stops and enter stops, you can customize the navigation order to match your preferences.

5. Designing Layouts Strategically

• Tony suggests not obsessing over minor details while initially adding fields to a layout; instead, focus on getting all fields in place first.
• Fine-tune the layout later to ensure a clean and organized appearance for daily use.
• Avoid setting tab stops and enter stops until the layout is relatively stable to prevent frequent adjustments.

Conclusion

Designing layouts in Act is akin to working with a separate design tool, providing flexibility and customization options. By following Tony Holowitz’s tips, users can efficiently create and organize layouts to suit their business needs. Understanding tab stops and enter stops will streamline data entry and navigation within layouts, optimizing Act’s usability for enhanced productivity.