Act Premium Cloud gives you several ways to view and work with contact information. This video introduces List View and Detail View, explains how to choose useful columns and shows how to export displayed information to Microsoft Excel.

Choose the Right View for the Job

Detail View is helpful when you need to focus on one contact. List View makes it easier to review many contacts at once, choose which fields appear as columns and organize the information for a specific task. When you need to analyze or share the displayed data, you can export it to Excel.

Key Takeaways

• Use Detail View to work with one contact record.
• Use List View to compare and manage multiple contacts.
• Add or remove columns so the screen supports your current task.
• Export the displayed information to Excel when you need additional analysis.

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