Finding a contact by last name should be quick and easy. This video explains why a small Last Name lookup field would be a useful addition to Act CRM and could simplify one of the most common tasks performed by Act users.
A Small Improvement With Everyday Value
Act offers several ways to locate contacts, but common lookups can require more clicks than necessary. A compact Last Name field placed where users can reach it quickly would make searching more direct, especially for people who perform dozens of contact lookups every day.
Good CRM design is often about removing small obstacles. Saving a click or two may not sound important until you repeat the task hundreds of times.
Key Takeaways
- Last-name searches are among the most common Act CRM lookups.
- A dedicated mini lookup field could reduce unnecessary steps.
- Small workflow improvements can save significant time over a year.
Is Act CRM Taking Too Many Clicks?
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