Introduction

In this informative tutorial, Tony Holowitz walks us through the ACT Contacts menu, revealing various options and functionalities that can streamline contact management. From creating new contacts to duplicating existing ones, Tony provides valuable insights into maximizing the potential of ACT’s Contacts menu.

1. Overview of the Contacts Menu

Tony starts by clicking on the Contacts menu, where users can access a plethora of options to manage their contacts effectively. He highlights that while some features might not be widely used, they can still be explored to discover hidden capabilities within ACT.

2. Creating a New Contact

The “New Contact” option allows users to effortlessly create a blank new contact. Tony draws attention to the keyboard shortcut “AI NS,” which corresponds to the insert key. He advises users to be cautious with accidental key presses, as they can create blank contacts unintentionally.

3. Duplicating a Contact

To add a new contact to an existing company, Tony recommends using the “Duplicate Contact” feature. By navigating to “Contacts” > “Duplicate Contact,” users can duplicate data from the primary fields or all fields, saving time and effort. Tony demonstrates how to add a new contact named “Jill Smith” to an existing company effortlessly.

4. Other Contacts Menu Options

Tony briefly explains some of the lesser-used options in the Contacts menu:

• New Note: Allows users to add a new note to a contact’s record, facilitating easy tracking of important information.
• New History: Provides a space to record historical interactions with a contact, helping users maintain a comprehensive record of communication.
• Attach: Enables users to attach relevant files or documents to a contact’s record for easy access and reference.
• Send vCard: Allows users to send their contact information as a virtual business card, simplifying contact sharing.
• Update Linked Contact: An option related to linked fields, which Tony does not delve into due to its complexity and limited practicality for most users.

5. Relating Contacts

Tony briefly touches upon the “Relate Contact” feature, where contacts can be related to one another. However, he notes that this feature is not commonly used, and there are better alternatives, such as utilizing tables, for managing contact relationships.

6. Seeking Assistance

Tony encourages users to reach out to him for any questions or clarifications about the features within the Contacts menu. He acknowledges the vast array of options available in ACT and how some users might not explore them fully.

Conclusion

The ACT Contacts menu houses a range of powerful features that can enhance contact management efficiency. Tony Holowitz’s tutorial sheds light on the essential functionalities of creating and duplicating contacts, providing valuable insights into streamlining daily workflows. By exploring the Contacts menu, ACT users can optimize their contact management processes and make the most of this robust CRM tool.

Disclaimer: The information provided in this blog post is based on the knowledge available up to the video’s publication date. For the latest updates and features, consult official ACT resources. The views expressed in the video are those of Tony Holowitz and are intended for informational purposes only.