A few simple mouse and keyboard techniques can make Act Premium Cloud and Act Advantage faster to navigate. Small improvements add up when you use Act throughout the day.
Navigate Act More Efficiently
Use Act’s own navigation controls and menus to move between records and areas of the database. Learn the shortcuts that fit your routine, and avoid relying on the browser Back and Forward buttons, which can produce unexpected results in a web-based database.
Key Takeaways
- Use Act’s in-program navigation instead of browser history buttons.
- Learn practical mouse and keyboard shortcuts for repeated tasks.
- Return to My Record when you need a reliable starting point.
- Save your work before moving to another area.
Get One Free Hour of Act CRM Training and Consulting
Do you have questions about Act CRM, Act Advantage, Outlook integration, database organization, marketing automation, or another Act feature? Tony Holowitz is an Act Certified Consultant with more than 25 years of experience helping businesses get more from Act.
Schedule your free one-hour Act CRM training and consulting session.
