Introduction: Hello, everyone! I’m Tony Holowitz, and in this tutorial, I’ll guide you through the simple process of creating a new contact in Act software. Act is designed to help you manage your contacts efficiently, much like a digital business card organizer. Let’s get started on adding a new contact to your Act database.

1. Creating a New Contact: There are multiple ways to create a new contact in Act, making it easy to add essential business information quickly.

   a. Using the New Contact Icon:

   • Simply click on the “New Contact” icon, and a fresh contact screen will appear.
   • Begin by entering the contact’s name, such as John Ryan, and continue filling out relevant fields like company name, email address, etc.
   • The “Salutation” field will automatically take the first name and can be edited if needed.

   b. Using the Insert Key:

   • Another method is to press the “Insert” key on your keyboard, and a new contact screen will open for you to populate with the necessary information.
   • Once completed, you can navigate back to your contact list.

   c. Duplicating an Existing Contact:

   • To save time, you can duplicate an existing contact if the new contact shares most of the same information with an existing one.
   • Choose the contact you wish to duplicate, then go to “Contacts” and select “Duplicate Contact.”
   • You’ll be prompted to choose whether to duplicate data from all fields or just the primary fields.

2. Saving the Contact:

   • Act automatically saves the new contact once you’ve entered the required information. There’s no need to manually save the entry.

Conclusion: Creating a new contact in Act is a breeze, and it enables you to efficiently manage your business relationships and contacts. Whether you’re adding a brand new contact or duplicating an existing one, Act’s intuitive interface streamlines the process.

In the next tutorial, I’ll show you how to search for contacts within your Act database effectively. Stay tuned for more helpful tips and guidance on getting the most out of Act software.

If you have any questions or need further assistance with Act, feel free to reach out to me. As an Act certified consultant, I’m here to support and guide you on your Act journey.