Act! CRM Software Tips & Tricks

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Adding Lines Everywhere

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Welcome to a quick and helpful tutorial on how to add lines to your ACT! contact list and task list. In this guide, Tony Holowitz will demonstrate the simple steps to improve the visibility and organization of your data in ACT! by incorporating grid lines. Let’s dive in and learn how to make the most out of this user-friendly feature.

  1. The Importance of Grid Lines: Tony starts by emphasizing the value of grid lines in ACT!. Grid lines play a crucial role in enhancing the visual appeal of your contact list and task list. By adding lines, the data becomes more structured and easier to navigate, similar to an Excel spreadsheet.
  2. Adding Grid Lines to the Contact List: To begin, Tony demonstrates how to add grid lines to the contact list. Simply follow these steps: a. Go to “Tools” in the ACT! menu. b. Select “Preferences” and then navigate to “Colors and Fonts.” c. Ensure that “Contact List” is selected in the options. d. Click on “Show Grid Lines” to enable the grid lines. e. Apply the changes and click “OK.”
  3. Adding Grid Lines to the Task List: Next, Tony addresses the task list, which also lacks grid lines. Here’s how to add them efficiently: a. Go to the “Task List” in ACT!. b. Scroll down to the bottom of the list to the last item. c. Hold down the “Shift” key on your keyboard. d. Click on the last item while still holding the “Shift” key. e. Click on “Show Grid Lines” to activate the grid lines. f. In some cases, you might need to click twice for it to take effect. g. Apply the changes and click “OK.”
  4. The Impact of Grid Lines: By following these simple steps, you’ll notice an immediate improvement in the organization and readability of your ACT! contact list and task list. The grid lines provide a structured layout, making it easier to identify specific data points and manage your contacts effectively.

Conclusion: Adding grid lines to your ACT! contact list and task list is a small yet impactful tweak that can significantly enhance your user experience. Tony Holowitz’s quick tutorial has illustrated how to achieve this effortlessly, giving your data a more organized and professional appearance.

Remember, the grid lines feature is not limited to just these two lists; you can apply it to other areas in ACT! as well. Embrace this user-friendly feature to streamline your workflow, improve data visibility, and make the most out of your ACT! experience.

Thank you for joining us in this insightful tutorial. Incorporate grid lines in your ACT! today and optimize your contact management process with ease. Stay tuned for more tips and tricks from Tony Holowitz to make the most out of ACT! and boost your organizational productivity. Have a great day!