Introduction

In this concise video tutorial, Tony Horowitz explains how to access the contact screen when opening ACT software. With his expertise in ACT training, Tony provides users with a simple yet effective method to quickly access their contacts and get started with the software.

1. The Welcome Screen

Tony points out that when opening ACT, the initial screen can vary based on individual settings. For new ACT users, the welcome screen is typically the first thing they encounter. However, Tony highlights that the appearance of the welcome screen may differ depending on the version of ACT being used.

2. Navigating to the Contacts

To efficiently start working with ACT, Tony recommends a straightforward approach. He advises users to go to the left-hand side of the screen and click on “Contacts.” This action takes users directly to their contact list in the database, providing a seamless transition to begin working.

3. The “My Record” Contact

Upon accessing the contacts, users will see their own contact information displayed first. Tony refers to this contact as the “My Record.” If users ever need to return to their record in the future, all they have to do is click on “Lookup” and select “My Record.”

4. Customizing Startup Preferences

Tony acknowledges that users have the option to customize the startup preferences, which determines the first screen they see when opening ACT. Although this topic is not covered in this tutorial, he promises to provide a separate session to teach users about preferences.

Conclusion

In this short but informative video, Tony Horowitz simplifies the process of accessing the contact screen in ACT. By guiding users to click on “Contacts” from the left-hand side, he enables them to swiftly begin working with their contacts. With Tony’s expert guidance, users can efficiently navigate through ACT’s features and experience a seamless start to their ACT journey.