Mini-Calendar: No matter which screen you are in ACT! 2010 press F4 to view the mini calendar and see three months in one view.
Lookup in a field: Cut down on mouse clicks by right-clicking in a field. Then perform the Lookup as usual.
Start up view: OK, there aren’t a wealth of choices, but you do get some control: Go to Tools > Preferences, then click the startup tab. Choose your preferred startup view from the list.
Bonus! Tips 1 and 2 work in earlier versions of ACT! as well.
Here is Video 1 in the ACT! 2010 Twenty-Second Quick Tips Series, or view on YouTube:
Coming soon: Video 2! Learn how to
- Create a Company record from a Contact record
- Create a Contact lookup from a Group
- Change Navbar options.
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