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How to Modify the Global Toolbar in Act Premium Cloud | Friendly Act CRM Software Database Sales Support & Training

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How to Modify the Global Toolbar in Act Premium Cloud

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Hello, everyone! I’m Tony Holowitz, and in this Act tutorial, I’ll show you how to personalize the global toolbar in Act Premium Cloud. The global toolbar appears at the top of the Act interface and consists of several convenient icons for quick access to common actions like email, history, notes, to-do, meetings, and calls. However, Act allows you to customize this toolbar by modifying the icons and their order based on your preferences and frequently used actions. Let’s get started!

Step 1: Accessing Global Toolbar Options Log in to your Act Premium Cloud account and navigate to the main dashboard. Look for the three small dots located on the right side of the global toolbar. Click on these dots to access the “Global Toolbar Options.”

Step 2: Customizing the Toolbar In the “Global Toolbar Options” window, you’ll see a list of available toolbar options with checkboxes next to them. To remove any icon from the global toolbar, simply uncheck the corresponding box. For instance, if you rarely use the “Email,” “Note,” “To Do,” and “Meeting” icons, uncheck them to remove them from the toolbar.

Step 3: Reordering the Icons To rearrange the icons and place your frequently used action at the top, click on the desired icon and drag it to the preferred position. For example, if “Call” is an action you frequently perform, move it to the top of the list. Once you’re satisfied with the changes, click “OK” to apply the modifications.

Step 4: Restoring Default Configuration If you ever wish to revert to the default global toolbar configuration, go back to the “Global Toolbar Options” window and check all the boxes to restore all the icons. This step allows you to undo the changes you made and revert to the original layout.

Conclusion: Tailoring Your Act Premium Cloud Experience Customizing the global toolbar in Act Premium Cloud is an effective way to tailor your CRM experience to your preferences and work habits. By selecting the icons that matter most to you and arranging them in the order of your choice, you can streamline your workflow and enhance productivity. The ability to remove unnecessary icons and prioritize essential actions provides a more focused and efficient interaction with Act Premium Cloud, helping you get the most out of this powerful CRM tool.