Customizing the Act Menu Bar

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Hello, ladies and gentlemen! Welcome to this ACT quick tip where I’ll demonstrate a simple yet effective way to enhance your productivity within ACT. If you find yourself frequently performing certain actions, wouldn’t it be convenient to have quick access to those tasks directly from the toolbar? In this blog post, I’ll show you how to customize the ACT menu bar, adding commonly used commands for easy access. Let’s dive in!

Customizing the ACT Menu Bar: The process of customizing the ACT menu bar is straightforward, and it can significantly simplify your workflow. I’ll guide you through the steps to add a specific command to the toolbar, making it readily available whenever you need it.

Step 1: Accessing Customization Options

  1. Right-click on the gray area next to the word “Help” at the top of the ACT window. This will open a context menu.

Step 2: Navigating to Commands

  1. Click on “Customize” from the context menu. A customization window will appear.
  2. In the customization window, select the “Commands” tab.

Step 3: Adding Commands to Toolbar

  1. Observe the list of commands on the left-hand side, representing various actions you can perform in ACT.
  2. Locate the action you want to add to the toolbar. For example, if you frequently use the “Lookup” feature to search for last names, find “Last Name” under the “Lookup” option in the list.
  3. Click on “Last Name” and hold the mouse button, then drag the command to the toolbar area right next to the word “Help.”
  4. Release the mouse button to place the “Last Name” command on the toolbar.

Step 4: Finalizing Changes

  1. After adding the desired command to the toolbar, click on “Close” in the customization window to save the changes.

Utilizing Customized Toolbar: Congratulations! You’ve successfully customized the ACT menu bar to include a frequently used command. Now, whenever you want to look up a last name, it’s just a click away.

Conclusion: Customizing the ACT menu bar is a quick and practical way to optimize your experience with the software. By adding commonly used commands to the toolbar, you save time and effort navigating through multiple menus. Tony Holowitz’s helpful tip empowers you to tailor ACT to your specific needs, making your workflow smoother and more efficient.

So, next time you catch yourself performing repetitive actions, consider customizing the ACT menu bar to streamline your tasks. It’s a small adjustment that can have a big impact on your productivity.

Thank you for reading, and I hope you found this quick tip useful. If you have any questions or need further assistance, feel free to reach out. Have a great day!