Changing Font Size in Act Notes and more

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Hello, ladies and gentlemen! I’m Tony Holowitz, and today I’m excited to share a helpful Act software tip. In this tutorial, we’ll explore how to change font sizes and styles to enhance the readability and aesthetics of your Act notes. Whether you need larger text for better visibility or prefer a personalized touch, Act offers flexible options to customize your notes. Let’s get started!

  1. Viewing and Modifying Font Sizes: To begin, let’s view an existing note in Act and learn how to modify its font size. Follow these simple steps: a. Click on the “Notes” tab in Act. b. Open any note by typing in a text, such as “Tony was here.” c. Observe the default font size, which might appear small. d. To change the font size, select the text and click on the font size drop-down menu. e. Adjust the font size to your preference, and you can even experiment with different colors to make the text more eye-catching. f. Click “OK” to save the changes, and now the note text will appear larger and more prominent.

  2. Setting Default Font Size for New Notes: If you want all your new notes to have a specific font size, you can easily set it as the default option. Here’s how: a. Go to “Tools” in the Act menu. b. Select “Preferences” and navigate to “Colors and Fonts.” c. Locate the “Notes Detail Composition” option and click on it. d. Customize the font style, size, and color to your liking. e. Click “Apply” and then “OK” to save the changes. f. Now, whenever you create a new note, it will automatically adopt the customized font size and style you set.

  3. Changing History Tab Display: Apart from notes, Act’s history tab also offers options for customization. You can modify the appearance of the history records as follows: a. Access “Tools” and then “Preferences” again. b. Navigate to “Colors and Fonts” once more. c. Look for the “History” option and click on it. d. Customize the font style, size, and color for history records. e. Click “Apply” and “OK” to apply the changes. f. Now, your history records will display with the customized font style and size.

Conclusion: With Act’s customizable font sizes and styles, you can improve the readability and visual appeal of your notes and history records. Whether you prefer larger text for easier reading or want to add a personal touch to your entries, Act provides flexible options to meet your needs. Now you can create notes that align perfectly with your preferences, ensuring a more enjoyable and efficient experience when using Act.

I hope this tutorial has been helpful in guiding you through the process of changing font sizes and styles in Act. Feel free to reach out to me if you have any questions or need further assistance. Thank you for reading, and have a great day!