Act Scheduled Activities: Font Size and Color Preferences in the Detail View

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz addresses a common user query related to font size and color preferences in Act’s scheduled activities. A client inquired about making the scheduling area bigger and increasing the font size for improved visibility. While Act’s scheduling area cannot be enlarged, Tony demonstrates an alternative approach to modify font size and color preferences for the “Regarding” field. By using the “Details” view and adjusting preferences in Act’s settings, users can customize font styles to enhance readability and ensure important information stands out.

  1. The Query: Making Scheduling Area Bigger A client asks Tony if it’s possible to increase the font size or enlarge the scheduling area, specifically in the “Regarding” field. Tony explains that Act doesn’t provide this option, but he offers an alternative solution to achieve the desired effect.

  2. Utilizing the “Details” View: Instead of attempting to enlarge the scheduling area directly, Tony suggests utilizing the “Details” view to input and modify information. When scheduling an activity, users can access the “Details” view to customize font size and colors for the “Regarding” field.

  3. Modifying Font Size and Color Preferences: To modify font size and color preferences, follow these steps: a. Click on “Tools” and select “Preferences.” b. Navigate to the “Colors and Fonts” section, where various options are available. c. Select “Activity” as the item to modify. d. Click on “Font” and choose a suitable font style and size, such as size 24. e. Adjust the text color to make it more prominent, for example, pink. f. Click “Apply” to save the changes.

  4. Implementing Font Size and Color Preferences: Upon scheduling an activity, users can now type in the “Regarding” field within the “Details” view, and it will automatically retain the customized font size and color preferences. Although the scheduling area itself cannot be resized, this approach allows users to highlight specific information effectively.

  5. Identifying Additional Information in the “Details” View: To recognize that there is more information available in the “Details” view, look for the “eye” icon next to the activity. Double-clicking on the “eye” will open the “Details” view, revealing additional information.

Conclusion: While Act doesn’t allow users to enlarge the scheduling area directly, Tony Holowitz’s tutorial offers a practical workaround. By utilizing the “Details” view and adjusting font size and color preferences through Act’s settings, users can customize the appearance of scheduled activities. Implementing these preferences not only enhances readability but also ensures critical information stands out, making it easier to manage and access important tasks within Act. With these useful tips, users can now optimize their Act experience and improve productivity in their daily scheduling activities.