Introduction: Welcome back to 365 ACT Tips! In this tutorial, we’ll explore an often overlooked yet highly useful trick in ACT CRM that allows you to perform quick lookups with just a right-click. If you’ve ever found yourself navigating through menus to find specific information, this handy shortcut will significantly streamline your workflow. Let’s dive in and discover the power of right-click lookups in ACT.

1. The Basics of ACT Lookups: ACT CRM offers a powerful lookup feature that allows users to find specific records based on various criteria. To perform a standard lookup, you can click on the “Lookup” button and choose from the available search parameters, such as “Company,” “First Name,” or “Custom Fields.” However, there’s an even quicker way to accomplish this task.

2. The Right-Click Shortcut: One of ACT’s hidden gems is the right-click lookup option. Instead of going through the steps of clicking the “Lookup” button and selecting a field, you can simply right-click on any field within the ACT interface to trigger a lookup. For example, if you want to perform a lookup based on the company name, just right-click on the company field, and a context menu will appear.

3. Accessing the Right-Click Lookup: After right-clicking on the field of interest, the context menu will present a list of options. Look for “Lookup Company” (or the specific field name you want to search), and click on it. The lookup window will appear, displaying the results that match your selection criteria.

4. Time-Saving Benefits: The right-click lookup shortcut offers several advantages, including saving time and streamlining your workflow. This quick trick eliminates the need to navigate through menus and dialog boxes to perform a lookup. Whether you’re searching for a company, contact name, or any other information, the right-click lookup provides a hassle-free way to access the data you need.

Conclusion: Mastering ACT CRM’s lookup feature is essential for efficiently managing your database and finding specific records. The right-click lookup shortcut is a hidden gem that many users are unaware of but can significantly enhance your productivity. By employing this time-saving trick, you’ll be able to perform lookups with a simple right-click, bypassing the need to go through multiple menus. Whether you’re a seasoned ACT user or just starting, incorporating this shortcut into your workflow will undoubtedly boost your efficiency and save valuable time. Thank you for joining us, and we hope this tip proves valuable in your ACT CRM journey.