Introduction: In this brief tutorial, Tony Hallewitz shares a time-saving tip for recording phone calls in Act. As a seasoned user, he understands that the majority of calls result in either leaving a message or speaking to the person directly. To streamline the data entry process and avoid repetitive manual changes, Tony shows users how to set the default call status as completed in Act preferences.

1. Simplifying Data Entry:

• Tony begins by explaining his rationale for assuming that calls are completed in Act. He estimates that 99.99% of the time, calls result in either leaving a message or reaching the person. To avoid the need to manually change the call status every time he records a call, he demonstrates how to set the default call status to “completed.”

2. Accessing Preferences:

• Tony guides users to access Act preferences through the “Tools” menu. Preferences are a crucial aspect of customizing Act to suit individual preferences and workflows.

3. Setting Default Call Status:

• Within preferences, Tony navigates to the relevant setting where he can establish the default call status as “completed.” By doing so, Act will automatically assume that every recorded call is completed unless specified otherwise.

4. Applying the Changes:

• After making the necessary adjustments, Tony clicks “Apply” to save the changes. Once this setting is saved, users can enjoy the convenience of recording calls with the default status already set as “completed.”

Conclusion: In this concise tutorial, Tony Hallewitz demonstrates a simple yet powerful way to streamline call recording in Act. By setting the default call status as “completed,” users can save time and avoid unnecessary manual changes for the vast majority of their phone calls. This preference setting is a valuable tool for boosting efficiency and productivity when using Act for call management. Thank you for watching, and have a great day!