Act! CRM Software Tips & Tricks

I Will Answer All Your Act CRM Questions for Free: Book a Review Today
Act Help: Get 1-Hour FreeCall: 888-734-2511

Deleting Blank Contacts in Act CRM

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: In this ACT tip, Tony Holowitz addresses a common issue faced by ACT users – the presence of blank contacts in their database. Often, these empty contacts are inadvertently created due to accidental clicks or keyboard shortcuts. In this tutorial, Tony demonstrates how to identify and delete these blank contacts, ensuring a clutter-free and efficient ACT database.

  1. Identifying Blank Contacts: Tony starts by explaining how blank contacts appear in the ACT database. These empty contacts may result from users unintentionally clicking on the “New” button or using the “Insert” key on their keyboards to add a new contact without filling in any details. These blank entries can clutter the database and make it challenging to find relevant information.

  2. Performing a Lookup: To identify the blank contacts, Tony performs a lookup of all contacts in the ACT database. He scrolls to the top of the list and demonstrates that blank contacts appear at the beginning because they have no information associated with them.

  3. Selecting and Deleting Blank Contacts: Tony selects the blank contacts by clicking on the first one, holding the “Shift” key, and clicking on the last empty contact. With all blank contacts selected, he hits the “Delete” key, and a prompt appears, seeking confirmation for the deletion. Tony emphasizes the importance of having regular data backups before proceeding with the deletion process to avoid accidental loss of essential information.

  4. Cautionary Note: Backup Your Data: While deleting blank contacts is a valuable maintenance step, it is crucial to ensure regular data backups to safeguard against potential data loss. Tony advises users to establish a routine backup process and execute deletions with care to prevent accidental removal of critical information.

Conclusion: Tony Holowitz’s tutorial on deleting blank contacts from ACT CRM provides users with an essential tip to declutter and maintain a well-organized database. By identifying and removing these empty entries, ACT users can optimize their workflow and improve database efficiency. Remember to create regular backups to ensure data security and confidently proceed with deleting unnecessary blank contacts. Follow these simple steps to enhance your ACT experience and enjoy a clutter-free database. Thank you for reading, and have a wonderful day!