Introduction: Welcome to another helpful tutorial by Tony Holowitz, an ACT! expert. In this video, Tony shares a valuable tip on quickly deleting notes in ACT! CRM software. Efficiently managing your notes can declutter your contact information and streamline your workflow. Let’s dive in and learn how to delete notes effectively.
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Understanding the My Record: Tony starts by explaining the concept of the “My Record.” When you open ACT!, it automatically takes you to the My Record, which contains all your contact information. This is the primary screen where you can access and manage your notes.
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Deleting a Single Note: To delete a single note, Tony demonstrates a simple keyboard shortcut. Click on the note you wish to delete, and then press the “Delete” key on your keyboard. A prompt will appear, asking for confirmation. Click “Cancel” to keep the note or “OK” to proceed with the deletion.
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Deleting Multiple Notes: For efficient note management, Tony shows how to delete multiple notes at once. To do this, click on the first note you want to delete, then hold the “Ctrl” key (or “Command” key on Mac) while clicking on the other notes you wish to delete. Once all the desired notes are selected, press the “Delete” key to remove them.
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Deleting a Range of Notes: Tony also explains how to delete a range of consecutive notes quickly. Click on the first note you want to delete, then hold the “Shift” key while clicking on the last note in the range. This action will select all notes within that range. Press the “Delete” key to delete all selected notes.
Conclusion: Tony Holowitz’s time-saving tip on quickly deleting notes in ACT! is a valuable tool for managing your contact information efficiently. By understanding how to delete single notes, multiple notes, and ranges of notes, you can keep your ACT! database organized and clutter-free.
We hope you found this tutorial helpful in optimizing your note management in ACT!. For more expert advice and tutorials from Tony Holowitz, stay tuned for upcoming videos. Thank you for joining us, and may your ACT! journey be smooth and productive!