Tony Holowitz is back with another helpful tutorial, and this time he’s focusing on Act CRM Classic, a cloud-based solution. In this tutorial, he’ll show you how to deal with the time limit that automatically logs you out and share a convenient shortcut to get back into your database quickly. Let’s dive into the details.
Understanding the Time Limit in Act CRM Classic
As Act CRM Classic is cloud-based, there is a time limit that automatically logs you out if you remain inactive for a certain period. Though the exact time limit may not be known, it’s essential to be aware of this feature to ensure smooth usage.
Using a Shortcut to Quickly Access Your Database
Tony offers a useful shortcut to get back into your Act CRM Classic database after it times out. Here’s how to do it:
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Find the Database Name: When logged in, observe the name of your database in the address bar (e.g., “z sample 2022341”). Note it down for future reference.
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Add a Shortcut: Tony demonstrates how to create a shortcut in your browser for quick access. In the address bar, click on the small icon representing the website (a padlock in most browsers) and drag it down to your browser’s menu bar. By doing this, you create a convenient shortcut to get back into your Act database.
Requesting an Increased Timeout Value
If you find the default timeout value too restrictive, Tony shares a way to request an increase in the timeout duration. Here’s how:
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Log in to Your Account: Click on your name on the right-hand side of the Act CRM Classic interface. Go to “My Account.”
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Submit a Request: In the “My Account” area, click on “Support” on the left-hand side. Compose a support request with the subject “Increase My Timeout Value to the Max” (or a similar description). Ask the customer service at Act to increase the timeout value for you. Fill in the necessary details and submit the request.
Conclusion: Efficient Usage of Act CRM Classic
Tony Holowitz has provided valuable insights into dealing with the time limit in Act CRM Classic and shared a handy shortcut to get back into your database quickly. Additionally, he demonstrated how to request an increase in the timeout value, offering more flexibility in your CRM usage.
With this knowledge, you can make the most of Act CRM Classic’s features and ensure seamless management of your data. Remember to keep the database name handy and use the shortcut for efficient access. If you encounter any issues or have questions, don’t hesitate to reach out.
“Thank you so very much. Have a great day. Bye now.” – Tony Holowitz.