Introduction

Welcome to another enlightening tutorial by Tony Holowitz, the esteemed expert from 365 ACT Tips and Tony the Teacher. In this session, Tony explores a new and efficient way to reschedule multiple activities in ACT 16. Join us as we discover how to optimize your task management and save time with this latest feature.

1: A Simpler Approach to Rescheduling Activities

1. Introduction to Activity Rescheduling: Tony introduces the concept of rescheduling activities in ACT CRM and highlights the previous challenges users faced while rescheduling multiple activities.

2: Step-by-Step Guide to Rescheduling a Single Activity

1. Rescheduling a Single Activity: Tony provides a step-by-step guide on rescheduling a single activity. By right-clicking on the activity, users can access the “Reschedule Activity” option and modify the date and time accordingly.

3: Effortless Rescheduling of Multiple Activities

1. Selecting Multiple Activities: Tony demonstrates the new, more efficient method of rescheduling multiple activities. He guides users to select multiple activities by holding the right mouse button and dragging to highlight the desired activities.

2. The Rescheduling Process: Tony showcases how, upon right-clicking, a calendar pops up instead of the dialog box. Users can select the desired rescheduling date, and all the chosen activities will be rescheduled accordingly.

4: Understanding “Timeless” Activities

1. Handling Timeless Activities: Tony explains that during the multiple activity rescheduling process, ACT CRM may make the activities “Timeless” by removing the specific time. This is done to avoid conflicts with other scheduled activities on the chosen date.

2. Considerations for Timeless Activities: Tony advises users to be cautious with this feature, especially for essential activities like meetings. Users may need to customize the activities with specific times on the rescheduled date to ensure efficient time management.

Conclusion

Thanks to Tony Holowitz’s expert guidance, ACT CRM users can now effortlessly reschedule multiple activities with the latest feature in ACT 16. By following the step-by-step instructions, users can efficiently manage their tasks, saving valuable time and streamlining their workflow.

Discover the art of seamless activity rescheduling in ACT CRM with Tony Holowitz’s expert insights. Simplify your task management and enhance your productivity today. Thank you for joining us in this tutorial, and stay tuned for more valuable insights from Tony’s expertise.