Introduction: In this tutorial, Tony Holowitz demonstrates how to personalize the start-up opening screen in Act CRM. By default, Act displays the “Welcome Screen” upon startup. However, Tony explains that users can easily customize this setting to display their preferred view, such as the contacts screen. With a few simple steps, users can enhance their Act CRM experience by having their desired screen readily available upon startup.

Changing the Start-Up Opening Screen: Tony begins by explaining how to access the setting to change the start-up screen. Users can follow these steps to make the adjustment:

1. Go to “Tools” in the Act CRM menu.
2. Select “Preferences” from the drop-down menu.
3. In the “Preferences” window, click on “Startup” to access the startup options.
4. Under “Views,” click on the drop-down menu to reveal a list of available screen options for the start-up.

Selecting the Desired Start-Up Screen: In the drop-down menu, Act CRM provides a range of options for the start-up screen, catering to different user preferences. Some of the options may include “Dashboard,” “Calendar,” “Tasks,” “Opportunities,” and more. For this demonstration, Tony chooses “Contacts” as the preferred start-up screen.

Applying the Changes: Once the desired start-up screen is selected, users need to apply the changes to make them effective. Tony explains the process:

1. Click on the “Update” button after choosing the preferred screen from the drop-down menu.
2. To save the changes, click on “Apply” followed by “OK” in the “Preferences” window.

Testing the Customization: After completing the above steps, users can close Act CRM and reopen it to see the updated start-up screen. In Tony’s example, upon restarting Act, the contacts screen appears as the start-up view instead of the default “Welcome Screen.”

Conclusion: Personalizing Act CRM for Enhanced User Experience By following these simple steps, Act CRM users can easily customize their start-up opening screen to fit their preferences and work habits. Tony Holowitz’s tutorial empowers users to navigate Act CRM more efficiently by setting their desired view as the default start-up screen. This small customization can significantly enhance the user experience and streamline productivity in Act CRM.