Introduction: Hello, everyone! I’m Tony Holowitz, an Act software expert, and today I’ll be sharing a quick tutorial on how to change the layout in Act. Act comes with various pre-defined layouts that determine the arrangement of fields and information on your screen. Changing the layout can help you customize your Act experience and optimize your workflow. In this blog post, I’ll guide you through the process of changing the layout effortlessly. Let’s dive in!
Understanding Act Layouts: Before we proceed, let’s briefly understand what an Act layout is. Essentially, an Act layout defines the arrangement of fields, tabs, and other elements on your Act screen. Different layouts cater to various needs and preferences, allowing you to choose the one that best suits your workflow.
Step-by-Step Guide: Changing the Act Layout Follow these simple steps to change the layout in Act:
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Locate the Layout Dropdown: When you open Act, you’ll notice a bar at the top of the screen that displays the current layout name, such as “Basic Contact Layout.”
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Click the Dropdown Arrow: Click on the dropdown arrow next to the layout name. A list of available layouts will appear.
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Select a New Layout: Browse through the list and choose the layout you wish to apply. For example, select “Basic Contact Layout” from the dropdown.
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Observe the Layout Change: Once you select a new layout, Act will automatically rearrange the fields and information on your screen based on the chosen layout. Note that the data remains the same; only the visual representation changes.
Switching Between Primary Layouts: If you frequently use two primary layouts and wish to switch back and forth between them quickly, you can use the F6 key on your keyboard. For instance, if your current layout is “Layout 1” and you want to switch to “Layout 2,” simply press the F6 key. Pressing F6 again will take you back to “Layout 1.”
Conclusion: Changing the layout in Act is a straightforward process that allows you to customize your workspace and improve your productivity. Whether you need a layout focused on contacts, tasks, or opportunities, Act has a range of layouts to cater to your preferences. By following the steps outlined in this blog post, you can effortlessly switch between layouts and make the most out of Act for your business needs.
If you have any questions or need further assistance with Act software, don’t hesitate to reach out to me. I’m here to help you navigate Act and ensure you get the most value from this powerful tool.
Thank you for reading, and I hope you found this tutorial helpful. Have a productive day!