Act 101: Act Fundamentals Tips & Tricks

Welcome to Act Clever
Opening Act & Meet Your Instructor
3 Topics
Opening Act: A Starting Point for Act Beginners and Essential Knowledge for Experienced Acters
Meet Tony Holowitz: Act Software Teacher and Guide
Tips for Navigating Around Act Clever
What Act Version Do You Use? Navigating Act. Meet the Contacts.
Navigating Through Act for the First Time Again
4 Topics
Act Desktop or Act Premium Cloud? Which Version are you using
Act Pro vs Act Premium Cloud
How Do I Upgrade Act to The Newest Version
First Looks: Understanding and Navigating Around the Act Contact Screen
Meet Act Contact Number 1, Act Contact Number 2 and Act Contact Number 5000
8 Topics
25 Plus Things You Can Do with An Act Contact
Meet Contact Number 1 and Contact Number 2 in your Act Database
Contact Number 2: Your First New Contact. How to Create a New Contact in Act
ACT: My Record
How to Utilize the My Record in Act
Act Contact Number 5000. This is what my Act training is all about!
Meet John Smith: Our Act Sample Contact
How to Create a New Contact in Act
Find A Contact. Act's Calendar & Tasklist. Notes and History Review
Finding Contacts: Basic Lookups
7 Topics
How to Find and Lookup a Contact in Act
Act Lookup: More Options Setting
ACT Lookups: Adding to and Narrowing the Look-up
Right Click to Lookup Information in Act
Simple and Complex Act Lookups
Using Act’s Universal Search Box
ACT 16: Universal Search Lookups
Calendar & Task List
13 Topics
Scheduling a Call in Act: Steps
How to Schedule and Clear Activities in Act
Working with Alarms in Act
Act Calendar Time Increments
Scheduling an Activity via the Calendar
Scheduling a Call to Multiple Contacts
Scheduling ACT Activities: When Doing It Wrong Works
Act Scheduled Activities: Font Size and Color Preferences in the Detail View
Tasklist versus Calendar
Working with Act’s Task List as a Call List
Customizing the Task List to Make Calls
Clearing versus Deleting Activities in ACT
ACT 16: Rescheduling Multiple Activities
Notes & History
15 Topics
How to Enter a Note in an Act Contact
Disappearing Notes and Histories in Act Software
My Act Notes are Missing!
Changing the Font Size in Act Notes and more
Creating a Note or History to a Company in Act
Add a note or History to Multiple Act Contacts
Copy History or Notes to Another Contact
Changing the Font, Size and Color of Notes
Preventing Note Editing and Deletion
Quickly Deleting a Note
Act History List Feature
Creating a Note or History to a Company in Act
ACT Notes versus History: History is Better
Act Notes versus History: History is Better
ACT 16: History List
Navigating Act: Act Menus and Tabs
Act Menus
15 Topics
File Menu
Edit Menu
View Menu
Lookup Menu
Contacts Menu
Schedule Menu
Write Menu
Reports Menu
Tools Menu
Custom Tables Menu
Help Menu
Act Emarketing Menu (not in all Act versions)
Act Software Tip: Creating Shortcuts on the Toolbar
How to Quickly Add a Shortcut to Act’s Toolbar
Customizing the Act Menu Bar
Act Tabs
2 Topics
Act Tabs: A Quick Overview
ACT Tabs: Adding Some Color
Reports
Act Reports
5 Topics
Act Reports Part 1: First Look and My Thoughts
Act Reports Part 2: Viewing Reports, Printing and Saving as a File
Act Reports Part 3: Creating a Report in Excel
Act Reports Part 4: Saving Act Report as a Text File
Act Reports Part 5: Bringing an Act Report Text File into Excel
Tips & Tricks
Act 101: Tips and Tricks
23 Topics
Act Video Library
Deleting Blank Contacts in Act
Quickly Copy Act Contact Info
Microsoft Word Template Issues
25+ Things You Can Do with an Act Contact
abstrACT Colors: Change Colors in Act
ACT Fanatics on LinkedIn
ACT Secondary Contacts: Don’t Do It
Uninstalling SQL Before Installing Act
ACT: Adding Grid Lines to a List
Act: How to Apply a Software Product Update
ACT: Missing Toolbar Fix
ACT! Tips: Window Divider Bar
Carbonite: Back Up ACT! and Everything Else
Checking for ACT Updates
You Do Not Have Permission to Download the Updates. You Must Run Act as an Administrator
Where Did All Those Blank Act Contacts Come From
How to Back Up Your ACT! Data: Part 1
How to Back Up Your ACT! Data: Part 2 Creating a Scheduled Back Up
How to Back Up Your ACT! Data: Part 3 Save Copy As
Reading Between the Lines
Run Act Software as an Administrator
Uninstalling Act Software
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Customizing the Task List to Make Calls

Act 101: Act Fundamentals Tips & Tricks Calendar & Task List Customizing the Task List to Make Calls
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