Introduction: In this informative tutorial, Tony Holowitz discusses the importance of specific fields in ACT CRM that provide valuable feedback and assist in efficient contact management. With a focus on the “Last Edit Field,” Tony demonstrates how this field helps users track contact modifications and optimize their database for better decision-making. Understanding the significance of these fields empowers ACT users to stay organized, maintain regular communication, and prevent contacts from slipping through the cracks.

1. Introduction to Key ACT Fields: Tony introduces two essential fields in ACT: the “Contact Access” field and the “Last Email Field.” He emphasizes the relevance of these fields in tracking record managers, creation dates, and last email interactions, contributing to a well-organized database.

2. Exploring the “Latest Activities” Tab: Moving on to the “Latest Activities” tab, Tony explains the significance of grayed-out fields, such as the “Last Email Field.” These fields automatically record dates when certain actions, like sending an email or letter, are performed. This feature offers a clear overview of recent interactions with contacts.

3. Unraveling the Power of the “Last Edit Field”: The highlight of the tutorial is the “Last Edit Field,” which displays the date of the last modification made to a contact record. Tony demonstrates how this field remains unaltered until a change is saved. He explains that the “Last Edit Field” is a searchable field, providing users with insights into contacts that haven’t been edited for a specific duration.

4. Practical Applications of the “Last Edit Field”: Tony elaborates on how understanding the “Last Edit Field” empowers ACT users to efficiently manage their database. By conducting searches based on the last edit date, users can identify contacts that require attention or follow-up. This helps prevent contacts from being neglected and ensures better communication.

5. ACT Premium vs. ACT Pro: Tony acknowledges that the availability of certain fields may vary between ACT Premium and ACT Pro versions. However, regardless of the version, knowing how to leverage these fields enhances a user’s ability to achieve their goals in contact management.

Conclusion: In conclusion, Tony Holowitz’s tutorial sheds light on the significance of specific fields in ACT CRM that contribute to efficient contact management. The “Last Edit Field” emerges as a powerful tool for tracking contact modifications and staying organized. By understanding the importance of these fields, ACT users can maximize their productivity, reach their goals, and maintain stronger connections with their contacts. Thank you for reading, and have a great day!