Act! CRM Software Tips & Tricks

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Creating a Shortcut to you Act Cloud Database

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

Act Premium Cloud provides a convenient cloud-based solution for accessing your database from anywhere. In this tutorial, Tony Holowitz explains how to create shortcuts to easily navigate back to Act Premium Cloud and streamline your workflow.

1. Creating a Browser Bookmark

  • Once you are logged into your Act Premium Cloud database, look for the little icon to the left of the address bar in your browser.
  • Click and drag this icon to your browser’s menu bar to create a bookmark.
  • Right-click the bookmark and choose “Rename” to customize the name. For example, you can name it “My Act Cloud Database.”

2. Using the Browser Bookmark

  • Now, whenever you want to access your Act Premium Cloud, simply click on the bookmark in your browser’s menu bar.
  • If you are logged out at that time, you will be prompted to enter your username and password to log in.

3. Creating a Desktop Shortcut

  • Another method to create a shortcut is by right-clicking anywhere in the Act Premium Cloud interface.
  • Choose “Create Shortcut” from the options provided.
  • Confirm that you want to create a shortcut to this web address on your desktop.

4. Accessing Act Premium Cloud from the Desktop

  • After creating the desktop shortcut, minimize Act Premium Cloud, and you will find the newly created shortcut on your desktop.
  • Double-click on the shortcut to open Act Premium Cloud in your default web browser.

5. Browser-Specific Shortcuts

  • Keep in mind that the browser you use as your default will determine the type of shortcut created.
  • If Firefox is your default browser, the desktop shortcut will open Act Premium Cloud in Firefox. If it is Internet Explorer, the shortcut will open in Internet Explorer.

Conclusion

With these simple steps, you can create shortcuts to your Act Premium Cloud database for quick and easy access. Whether it’s a bookmark in your browser’s menu bar or a desktop shortcut, these time-saving methods will streamline your workflow and ensure you can quickly get back to managing your contacts and business data. Embrace the convenience of Act Premium Cloud and enhance your productivity with easy access to your database from anywhere.