Does your business experience summer slowdown? If you’ve got time between vacation days, you might want to use the season’s relaxed pace to work on projects that will help your business run more efficiently all year long. Setting up the new Favorite Contacts function in Act! v18.1 is a great summer project that helps you easily keep track of the contacts you communicate with the most.
The Favorites field is automatically available in the 1366x768 layout in all new Act! databases, however it must be added to the layout for all users who use the 1024x768 layout or in all databases that have upgraded to Act! v18.1 from a previous version. In order to add Favorite Contacts to your layout, follow the steps below:
- The Favorite field has been added to the default Contact Layout as a checkbox
- A new Favorite column is present in the Contact List View and Contact tabs
- A Favorite Lookup is included, which can also be set as the default lookup in conjunction with setting the Contact List View as the Startup View
The Favorites field is automatically available in the 1366x768 layout in all new Act! databases, however it must be added to the layout for all users who use the 1024x768 layout or in all databases that have upgraded to Act! v18.1 from a previous version. In order to add Favorite Contacts to your layout, follow the steps below:
1. In Act!, click Tools > Design Layouts > Contact
2. In the ToolBox window, on the left-hand side, click the Yes/No Field
3. Place your cursor in the layout where you wish to place the field, then click once
4. In the Select Field window that appears, select Favorite, then click Add
3. Place your cursor in the layout where you wish to place the field, then click once
4. In the Select Field window that appears, select Favorite, then click Add
5. Click the Save icon, or File > Save to save the changes, then close the Layout Designer
Once you have the Favorite field set up in your database, you can:
Favorite Contacts In Action:
Once you have the Favorite field set up in your database, you can:
- Mark contacts as Favorite using whatever criteria you prefer.
- Sort your Contact list by Favorite Contact.
- View Favorite Contacts on any of the Contacts tabs within Act!, whether you’re in the Company, Group, Opportunity or Activity View.
Favorite Contacts In Action:
Need help setting up Favorite Contacts or interested in upgrading to v18.1?
