As an ACT! user myself, I occasionally find that ACT! has some very rich features that hide in plain sight. One such example is the Related Tasks menu on the navigation bar. Nestled between the look-up bar and the navigation buttons on the left side of the screen, the Related Tasks menu changes as you move from screen to screen. It intuitively provides you with suggestions for the most commonly used functions on that page so you can take fewer steps to accomplish your task.
For instance, when you are in the list view of contact records, it provides shortcuts to View all contacts or Export to Excel. When you are on the detail view of a company record, it suggests shortcuts to Create a Contact from a Company or Look-up Company Contacts, or my favorite—View Fields Linked to Contacts. You simply click the shortcut and it launches that task.
Having a one-click path to some of the most frequently used features in ACT! can help save you time. Take a peek at your Related Tasks menu today and see if including shortcuts into your day makes your life a little easier.
Have you recently discovered a helpful ACT! feature or tool? Tell us about it in the comments.
For instance, when you are in the list view of contact records, it provides shortcuts to View all contacts or Export to Excel. When you are on the detail view of a company record, it suggests shortcuts to Create a Contact from a Company or Look-up Company Contacts, or my favorite—View Fields Linked to Contacts. You simply click the shortcut and it launches that task.
Having a one-click path to some of the most frequently used features in ACT! can help save you time. Take a peek at your Related Tasks menu today and see if including shortcuts into your day makes your life a little easier.
Have you recently discovered a helpful ACT! feature or tool? Tell us about it in the comments.
