Customizing Act CRM Layouts

by | Sep 30, 2021 | ACT CRM Software Tips and Tricks

You can customize act layouts to suit the way your business operates. Imagine for a moment that you own the business that sold ice cream. You can create an act layout that is perfect for your business.

You can add new fields that can be customized to hold specific types of data, such as simple text, an email address, a web address or even a checkbox. I love using checkboxes because I think they’re so effective.  Creating a new layout in act requires a little bit of imagination. If you need assistance in creating a layout or if you have questions please contact me for assistance.

Customizing Act Layouts

One of the biggest factors in determining your layout is the monitor resolution you use on your computer. The more space you have, the more options you have.