Even if you consider yourself an expert in ACT 2010, there’s a chance you aren’t using all of these 6 tips! So take a minute and compare your knowledge!
- Do you need quick driving directions? Just memorize ALT+VIID. Select the contact and hit ALT+VIID. Presto – you now have driving directions to the client.
- Use the Opportunity Name whenever possible. This is one of the most easily searchable fields in ACT. Just go to the ACT menu and select Lookup|Opportunities|Name
- Although ACT allows you to attach mail-merged letters to history, we recommend you do not do this. You see, if you attach a 5 page Mail-Merge to 100 contacts, then you will be attaching a 500 page document to the database 100 different times. Doesnt’ make much sense to bloat your database, does it?
- When in doubt, right-click. Sometimes you’re searching for a certain button or icon, and you just cannot find it? Try just right-clicking. ACT has done a great job of putting the most important options into the right-click (context) menu.
- Consistent Color-Schemes for Activities. If all users adopt the same Color-Scheme, then it becomes easier to view calendars for multiple users. We recommend that all users set High Priority to Red, Medium Priority to Blue, and Low Priority to Black.
- When customizing Activity Types, apply an icon. This allows for clearer viewing within the Calendar. There are dozens of websites offering free icons. We often use alphabet icons (“M” for Marketing Call, “T” for Travel, etc…)
