Introduction

Hello, ladies and gentlemen! Tony Holowitz here, and today I’m going to show you a simple yet crucial trick for editing an email address or website address in Act CRM SAS. This may seem like a minor thing, but it’s a subtle difference in the web version that I’ve noticed, and I want to make you aware of it.

Understanding Hyperlinks in Act’s Web Version

In Act’s web version, the whole field containing an email or website address is a hyperlink. This is different from previous versions where you could click on the white space to edit it. If you click on the email or website address in the web version, it will initiate an email through Microsoft Outlook or open the website, respectively.

Here’s a comparison between the old and new versions:

How to Edit an Email or Website Address

Navigating this new functionality may be a bit confusing at first, but there are two ways to edit these hyperlinked fields.

1. Right-Click Method

1. Right-click on the email or website address. A box will appear.
2. Press the Escape key on your toolbar to make the box go away.
3. Use the arrow keys to move around and edit.

2. Tab and Arrow Keys Method

1. Click in a different field (e.g., the country field).
2. Press the Tab key until it highlights or selects the desired email or website field.
3. Use the right arrow key on your keyboard to get a blinking cursor.
4. Manipulate the blinking cursor to change the text and content.

Here’s a summary table of these methods:

Conclusion

While this change in Act’s web version may seem minor, knowing how to navigate it can save time and avoid unwanted actions like opening emails or websites unintentionally. By using the right-click or tab and arrow keys method, you can easily edit email or website addresses in Act CRM SAS.

Remember, it’s often the little things that make a big difference in user experience. Thank you very much, and have a great day! Bye now.