Defaults are specific to each report. In order to change the default report settings in ACT!, you must edit the desired report template and change the report filter settings. Follow these steps for each report that you want to change:

1. Choose the Reports menu, and click Edit Report Template.
2. Select the report that you want to change, and click Open. The report opens in the report editor.
3. Choose the Edit menu in the top navigation bar (next to ‘File’), and click Define Filters. The Define Filters dialog box appears.
4. Set options as desired under each tab.
5. Click OK when you have finished making changes.
6. Choose the File menu, click Save, and then close the report editor.

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If you have more activities scheduled in ACT! than there are time for in the day, and you find yourself manually moving uncleared activities around one by one... there's an easier way. You can change your ACT! preferences to automatically roll over uncleared activity types to today. To set up this feature, follow the steps below.

1. In ACT!, click on the 'Tools' option in the top navigation bar and scroll to 'Preferences'.
2. Select the 'Calendar & Scheduling' tab and open your 'Scheduling Preferences' pane.
3. At the top, you'll notice each activity type you have set up listed, as well as a variety of settings options.
4. Highlight each activity type that you'd like to have automatically roll over when you start ACT! each day and check the 'Automatically roll over to today' box.
5. While you are there, feel free to customize your other default scheduling preferences, such as activity type priority, duration and alarms. You can also customize how cleared activities appear on your calendar, enable schedule conflict checking and more!
6. Click 'Ok' to save your changes, and you're done.

From the same 'Calendar & Scheduling' tab, you can also personalize your calendar views and your default calendar settings. The flexibility of ACT! allows you to quickly organize your contacts, activities and calendar as you see fit, helping you move on to more important tasks of the day.

Does your company host webinars, seminars, workshops or other events throughout the year? Do you have an organized, accurate system in place for capturing and tracking registration information? Does this system require you to manually enter that information into your ACT! database?

We recently hosted a lunch and learn workshop where our guests learned how to use custom ACT! fields and tables, dynamic groups, and the ACT! E-marketing tools to more efficiently organize and track their event details, even eliminating the need for manual entry of registrant information! The guests were amazed at how easy this was to accomplish and marveled at the time it will save them. And they left with our Event Email Marketing Checklist, which provided the step-by-step setup instructions that we use when planning our own events.

If you are interested in learning about how you can more efficiently plan and organize your events, contact us at (847) 520-0860. And don't forget to download our Event Email Marketing Checklist today! We hope you find it useful.

Plus, visit our free ACT! resources page for additional marketing articles and white papers.

We'd love to hear how you use ACT! to plan and organize your events!