Products ACT! Tips Organization Tips Sales Tips Computer Tips Computer Tips Tips Finance Tips Marketing Tips Contact Us
 
 
 
Success Tips
Your Name:
Your Email:
Get our monthly Ezine!
Enter security code:
Synthesis Services
Signature Services
Articles & Tips
Terms of Use
 
ACT! Preferences PDF Print E-mail
Written by Barbara Rogoff   

ImageIt’s Summertime, Get Lazy! ACT! Preferences allow you to get your work done faster and get outside to enjoy some of that Summer Fun!

Here are a few of our favorite Options found in the ACT! 2005 and Above under Tools/Preferences:

Roll over those dang To-Do's and Calls:

 

Don't have time to make all the calls and complete each task you assign yourself? No problem - they won't get left behind, simply click on Tools, Calendar & Scheduling and choose to automatically roll over certain tasks (forget about rolling over meetings - you miss one, I doubt someone will allow you to 'roll it over' to the next day!)

Work odd hours or always having to change the default time for meetings, etc? 

Check out the calendar preferences under the same tab: Calendar & Scheduling:

Eyes get tired when viewing the Contact List, the Opportunity List, your history tab? How about some grid lines to make it easier:

Finally, how about making your emails Private as your default? Or having all your emails Attach to a Contact? Check out these preferences under the tab: E-mail:

For more great ideas to make your life easier with ACT!, contact us for an online One-on-one training called InterACT!-ing™.


Barbara Rogoff
About the author:

Barbara Rogoff opened the doors of Synthesis in 1994 with one client and a great idea: give high-touch detailed service with integrity and consistency. After spending 20+ years as right-hand to four different CEOs, Barbara learned the importance of organization and keeping a sense of humor! 

Read More >>
 
< Prev   Next >