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Act Customization: Customizing Act CRM Fields and Layouts

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction

Hello, ladies and gentlemen! I’m Tony Holowitz, and today I’m excited to discuss the immense opportunities for customizing Act software. Many long-time Act users may not realize the depth to which they can tailor Act for their business and work style. Let’s delve into the world of customizing fields and layouts.

The Importance of Customizing Act

Customization in Act software means personalizing the fields and information to perfectly suit your business needs. The goal? To enhance efficiency and provide a more tailored experience.

Adding Unique Fields

Act software allows users to add unique fields that match the particularities of their business. By examining the layout and the types of fields you can enter, you can find that Act really can expand to meet your capabilities.

13+ Types of Act Fields

There are more than 13 types of fields in Act that you can utilize, including:

  1. Text Fields
  2. Number Fields
  3. Date Fields
  4. Picture Fields: For example, you could add a picture of a contact from their LinkedIn profile for a more personal connection.

Creating a Closer Interaction

Adding a photograph or some kind of graphic to the contact information offers a more personal connection with the contacts. By putting a face to a name, you’re enhancing the experience, making it easier to remember and understand who people are.

Customization: Tailoring Act to Your Business

Here’s a quick guide on how to approach Act customization:

  1. Understand Your Business Needs: What is your business? What information are you trying to track?
  2. Identify the Right Fields: Based on your needs, identify and add the required information into Act. This way, you save time and keep essential information in front of you.
  3. Explore the Layout and Fields: Understanding the types of fields and how to utilize them can expand Act’s capabilities to meet your business’s specific requirements.

Conclusion: Making the Most of Act Software

Customizing Act is about more than just adding fields; it’s about transforming Act into a tool that works exactly for your unique business needs. This course aims to guide you in making the most of what Act software offers.

Thank you so much for joining me, Tony Holowitz, on this exploration of Act customization. Have a great day, and enjoy the course! Bye for now!