Introduction: Hello, ladies and gentlemen! Tony Holowitz is back with another helpful ACT! software tip. In this tutorial, he demonstrates how to efficiently schedule activities directly from the ACT! calendar. This simple technique can save time and make scheduling tasks for your contacts a breeze. Let’s dive into the step-by-step process and unlock the potential of the ACT! calendar.

Scheduling Activities from the ACT! Calendar: Imagine you have a contact, Nancy Miller, and you want to schedule an activity for her. Here’s how you can do it right from the calendar:

1. Navigate to the Calendar: Access the ACT! calendar by clicking on the “Calendar” icon in the navigation bar.

2. Select the Date and Time: In the calendar view, click and drag your mouse to select the date and time slot you want for the activity. For instance, let’s schedule an activity for Friday, November 3rd, around 1:30 PM.

3. Easily Find the Contact: ACT! software is smart enough to automatically populate the activity with the last contact you were working with, in this case, Nancy Miller. However, if you haven’t navigated to the contact before, you can still type in the contact’s last name in the activity window to quickly find and schedule the activity.

4. Enter Activity Details: After selecting the contact, enter the activity details, such as the subject, regarding, and any notes associated with the activity. For example, you can type “Regarding: Test” to provide context for the activity.

5. Save the Activity: Click “OK” to save the activity. You will see the appointment with Nancy Miller scheduled on the calendar.

6. Scheduling for Multiple Contacts: If you have a list of names to schedule activities for, you can easily repeat the process. Click and drag to select the date and time, then start typing the contact’s last name to find and schedule activities for various contacts.

Conclusion: By utilizing this simple technique, you can efficiently schedule activities directly from the ACT! calendar without having to navigate back and forth between contacts and the calendar view. It’s a time-saving method that allows you to plan your week effectively and ensures that you don’t miss any important appointments.

Thank you for following Tony Holowitz’s ACT! software tip on scheduling activities via the ACT! calendar. For more valuable ACT! tips and tricks, stay tuned to his channel. Have a great day!