Act! CRM Software Tips & Tricks

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The Act Help Menu

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

In this informative tutorial, Tony Holowitz walks us through the ACT Help menu, offering valuable insights into the various options and information it provides. From identifying the software version to accessing support resources, Tony presents a step-by-step guide to help users make the most of this essential feature.

1. Knowing Your Software Version

The Help menu in ACT is not just a repository of support options; it also contains vital information about the software version. Tony emphasizes the significance of being aware of the version you are using to ensure you have access to the latest features and updates. The software version, prominently displayed at the top of the Help menu, includes additional details like updates and the number of licenses.

2. Navigating the Help Menu

Tony leads us through the diverse support options available within the Help menu:

  • Press F1: Users can access instant help by pressing the F1 key.
  • Online Support: This option directs users to online support resources for quick assistance.
  • Live Chat: Engage in live chat with a representative for personalized support.
  • Knowledgebase Articles: Access a collection of knowledgebase articles offering troubleshooting tips and valuable insights.
  • Service and Support: Learn about ACT’s service and support offerings in detail.
  • Online Community: Connect with other ACT users in the online computer community for additional support and advice.
  • Consultant Information: Discover more about ACT consultants and their services.
  • Setup Assistant: Seamlessly configure the software with the help of the setup assistant.
  • Online Manuals and Tutorials: Access comprehensive online manuals and tutorials for in-depth guidance.
  • ACT Notifications: Toggle the option to receive notifications about new updates, allowing users to choose when to update.
  • Product Enhancement Program: Provide feedback to enhance ACT’s functionality and features.
  • Register ACT: New users can easily register their software within the first 30 days for seamless access to support.

3. The About ACTivity

Tony reiterates the significance of the “About ACTivity” section, which reveals vital information about the software version and other essential details. This information is particularly crucial for users to stay updated and informed about their ACT software.

Conclusion

The ACT Help menu is a treasure trove of support options and valuable information. From discovering the software version to accessing knowledgebase articles and connecting with other users, users can utilize this resource to enhance their ACT experience. Tony’s comprehensive guide ensures that users make the most of the Help menu and have a smooth and efficient ACT experience.