Understanding and Navigating Around the Act Contact Screen

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Hello, everyone! I’m Tony Holowitz, an Act software consultant, and in this tutorial, I’ll be taking you on a guided tour of the Act contact screen. Act is a powerful software designed to help you manage your contacts and improve productivity in your business. Today, we’ll explore the various components of the Act screen, understand its layout, and learn how to navigate around it effectively.

  1. The Act Screen Layout: When you open Act, you’ll see a contact page on your screen. This page is known as the “My Record,” which contains essential business card information about yourself. Let’s examine the various elements on the Act screen:

    a. Title Bar: Located at the very top of the screen, the title bar displays the name of your Act database. It helps you identify which database you’re currently working in.

    b. Menu Bar: Just below the title bar, the menu bar contains a range of options and commands that you can use to perform various actions within Act.

    c. Big Icon Bar: Below the menu bar, you’ll find the big icon bar with essential icons for common actions that you frequently use in Act.

    d. Small Icon Bar: The small icon bar, situated further below, offers additional navigation options, allowing you to switch between contacts and views quickly.

    e. Left-Hand Side Bar: On the left-hand side of the screen, you’ll find various options for quick searches and access to different parts of Act, such as the calendar and task list.

  2. Navigating the Act Screen: Understanding how to navigate around the Act screen is crucial for efficient use of the software. Here are some useful navigation tips:

    a. Resizing: If you have a smaller screen, you can maximize your workspace by clicking on the arrows in the left-hand side bar to hide or reveal it.

    b. Custom Layouts: Act comes with pre-designed layouts to suit different screen sizes. You can choose a layout from the drop-down menu in the big icon bar.

    c. Exploring Tabs: The bottom part of the contact screen consists of tabs like “Activities” and “Notes.” You can switch between tabs to access specific information related to the contact.

Conclusion: Navigating around the Act contact screen might seem overwhelming at first, but with practice and guidance, you’ll become familiar with its different components and functionalities. Remember, most of the options and features won’t impact your data, so feel free to explore and learn more about Act’s capabilities.

If you need assistance or have any questions about Act software, don’t hesitate to reach out to me. As an Act certified consultant, I’m here to support and guide you in making the most out of Act for your business needs.

Thank you for joining me in this tutorial. I hope it helps you navigate Act with confidence and enhances your productivity.