Act! CRM Software Tips & Tricks

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First Looks: Act in a Web Browser Part 1

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

Act Premium Cloud offers the convenience of accessing your data from anywhere through a web browser. In this blog post, we will take a first look at Act in a web browser, explore the user interface, and provide some general tips for a smooth experience.

1. Logging in to Act Web Database

  • Upon logging in, you will be greeted with the Act web interface.
  • The initial screen may display various options, but we will focus on the “Contacts” section for now.

2. Familiarity with Act Desktop Version

  • Act Desktop and Act Premium Cloud share many similarities.
  • Users who have experience with the Act desktop version will find around 80% of the functionalities to be the same in the cloud version.

3. Exploring “My Record”

  • “My Record” is the user’s contact information and typically the first thing seen when opening Act.
  • Regardless of the number of contacts, Act will open to “My Record” for ease of access.

4. General Tips for Working in a Web Browser

  • Browser Options: Act Premium Cloud works in various browsers, such as Internet Explorer, Chrome, and Firefox.
  • Personal Preference: Different users have different preferences, so feel free to try different browsers and choose the one that suits you best.

5. Full-Screen Mode

  • In a web browser, you can enter full-screen mode to maximize screen real estate.
  • Use the “F11” key to enter or exit full-screen mode, eliminating distractions.

6. Zoom In or Out

  • Adjust the zoom level based on personal preferences or monitor size.
  • Press “Ctrl -” to zoom out and “Ctrl +” to zoom in. This feature allows customization for better readability.

7. Flexibility and Responsiveness

  • Act in a web browser adapts to different screen sizes and resolutions.
  • Larger monitors provide more screen space, while smaller ones show less information.

8. Next Steps

  • Upcoming tutorials will delve deeper into Act Premium Cloud features and preferences.
  • Explore the flexibility and advantages of using Act in a web browser, empowering remote work and accessibility.

Conclusion

Act Premium Cloud in a web browser offers flexibility and convenience for accessing and managing your data. Familiarity with the Act desktop version will ease the transition to the cloud interface. Embrace the various browser options, utilize full-screen mode and zoom adjustments for a personalized experience. Stay tuned for further tutorials on Act Premium Cloud features and preferences to optimize your workflow. Empower your business with Act in a web browser for seamless remote work capabilities.