Introduction: In this brief tutorial, Tony Holowitz shares a helpful tip for simplifying data entry when recording phone calls in Act. By adjusting a preference setting, Tony ensures that every call he records in Act is automatically marked as “completed.” This small but effective change streamlines the data entry process and saves time when managing call history in Act.

1. The Assumption of Completed Calls:

• Tony begins by explaining his approach to call recording. He assumes that nearly all of his phone calls either result in leaving a message or speaking to the person. As a result, he prefers to set the default status for recorded calls to “completed” in Act.

2. Accessing the Preferences Setting:

• To modify the default setting for call recording, Tony goes to the Tools menu and selects “Preferences.” Within the Preferences window, he navigates to the relevant section where call settings can be adjusted.

3. Changing the Default Call Status:

• Tony demonstrates the process of changing the default call status from “Attempted” to “Completed.” By clicking on the “Call Reach” drop-down menu, he selects “Completed” as the default option.

4. Applying the Preference Setting:

• Once he has made the desired change, Tony clicks on “Apply” to save the new preference setting. Now, every time he records a call using the History feature, Act will automatically assume that the call was completed.

5. The Benefit of the Default Setting:

• The primary advantage of setting the default call status to “Completed” is the simplification of data entry. Users like Tony, who usually complete their calls, can avoid the additional step of manually changing the call status each time they record a call.

Conclusion: In this brief yet effective tutorial, Tony Holowitz shares an essential preference setting in Act that can significantly improve data entry efficiency. By setting the default call status to “Completed,” users who typically complete their calls will find the process of recording call history in Act much smoother and more time-effective. Thank you for watching, and we hope this tip helps optimize your experience with Act. Have a great day!