Act Write Menu

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

In this tutorial, Tony Holowitz sheds light on the Write menu in ACT, providing valuable insights into various options for creating and managing communications within the software. While some features have become less prominent due to the prevalence of email, Tony still presents an overview of the menu’s capabilities.

1. The Evolution of Communication

Tony begins by reflecting on how the Write menu reflects the changing landscape of communication over the years. He notes that certain features, such as fax cover pages, have become less relevant with the rise of email as the primary mode of communication.

2. Sending Emails and Templates

Tony shares his approach to sending emails and templates within ACT. He suggests that using the email icon on the ribbon or toolbar below the menus is more efficient than accessing this menu. He also encourages users to set up ACT properly with Microsoft Outlook to leverage additional email capabilities.

3. Creating Letters, Memos, and Fax Cover Pages

While emails dominate modern communication, Tony highlights that users can still utilize the Write menu to create letters, memos, and fax cover pages. Creating letters is particularly useful as the template reads from the user’s contact information in the my record section, making it easier to personalize correspondence.

4. Other Document Options

The Write menu offers the flexibility to create other types of documents. Users can generate templates not listed in the menu by clicking on “Other Document from Template” to create a new document from scratch. The ability to edit existing templates is also available.

5. Mail Merge Functionality

Tony provides insights into the Mail Merge feature, emphasizing its potential for customizing and individualizing emails. He cautions users to be mindful of potential limitations on the number of emails they can send daily and the impact on computer performance.

6. Expanding Communication Possibilities

Despite the prevalence of email, Tony encourages users to explore the Write menu to discover communication options that may be relevant to their specific needs. The Write menu remains a valuable resource for certain communications, especially for those looking to create customized templates and documents.

Conclusion

The ACT Write menu offers a range of communication options, reflecting the changing trends in how we interact with others. While email has become the primary mode of communication, features like creating letters, memos, and templates still hold value. The Mail Merge functionality can enhance personalization but requires awareness of potential limitations. By exploring the Write menu, users can find communication solutions that align with their preferences and requirements.

Disclaimer: The information provided in this blog post is based on the knowledge available up to the video’s publication date. For the latest updates and features, consult official ACT resources. The views expressed in the video are those of Tony Holowitz and are intended for informational purposes only.