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Customizing an ACT CRM Layout: An Idea

by | Jul 31, 2023 | Act CRM Software Fundamentals

Introduction

In this informative ACT tip, Tony Holowitz discusses the significance of monitor resolution in customizing ACT CRM layouts. By understanding how monitor resolution affects the available real estate on your screen, you can tailor your ACT layout to display essential information prominently. Let’s explore how customizing the layout can enhance your productivity and user experience.

1: Monitor Resolution and ACT Layouts

Monitor resolution refers to the number of pixels that make up the display on your computer screen. Different monitor resolutions affect the amount of visible space in your ACT layout. Tony highlights the impact of monitor resolution on the amount of “gray area” visible on the sides of your ACT window.

2: Customizing the ACT Layout

By customizing the ACT layout, you can utilize the available real estate more effectively and bring important information into view without the need for excessive scrolling or clicking.

List: Steps to Customize ACT Layout

  1. Identify Important Information: Determine the key fields or information that you frequently need to access while working in ACT.

  2. Bring Important Information to the Forefront: Move essential fields to a more visible location on the screen. For example, consider relocating critical information from tabbed sections to the main layout area.

  3. Maximize Real Estate: Take advantage of the available space on the right-hand side of the fields. Customize the layout to display additional fields or data that are relevant to your workflow.

3: Enhancing User Experience

Customizing the ACT layout to showcase vital information enhances the user experience and improves overall productivity. By having essential data readily visible on the screen, you can quickly access the information you need without unnecessary navigation.

4: Balance and Organization

While customizing the layout, maintain a balance between displaying relevant information and avoiding clutter. Organize the fields in a logical manner to ensure an intuitive user experience.

5: Stay Mindful of Monitor Resolution

Keep in mind that the amount of real estate available may vary based on the monitor resolution settings of different computers. Ensure that your customized layout remains optimized for various monitor resolutions to accommodate different users and devices.

Conclusion

Customizing your ACT CRM layout based on monitor resolution is a valuable technique to make important information easily accessible and boost your productivity. By tailoring the layout to fit your specific needs and preferences, you can streamline your workflow and maximize the efficiency of your contact management tasks in ACT.

Thank you for reading this insightful ACT tip. Customize your ACT layout today to optimize your monitor resolution and take control of your contact management endeavors!