We’re busy. We don’t need no extra steenkin’ mouse clicks.
When Sage added full synchronization between Sage ACT! 2011 and Outlook they added “Appointment” as History value. Because Outlook uses “Appointment”, 
now ACT! must also include the term in order to share data.
Although we love our ACT! CRM software, “Appointment” now appears first on the history list, and this has been fiercely annoying to long-time ACT! users who expect to see “Call” as the first option.
Adding a Call is the most frequent history entry and having it as the default option is most efficient for users. In Sage ACT! 2011 users must select “Call” from the History Type dropdown almost every time they add a history. That adds a mouse click that slows down the process – and the last thing we need is more mouse clicks keeping us from the information we need.
Exponenciel to the rescue! Exponenciel is an ACT! Add-on Partner (and a favorite among ACT! consultants) that helps users get the most out of their ACT! software. Exponenciel loves their ACT! customers so much, they’ve created a free – yep, that’s right, free – plug-in that addresses the usability issue created by the Outlook sync integration.
Go to www.exponenciel.com and look for the link under New History Window Fix. Then just download and install it (only takes few seconds). Nothing else to do or to configure, just restart ACT! and after the install and “Call” is back at the top of your History type list.
Caveat: If your company doesn’t allow you to install software on your computer or you’re not a local admin, then be sure to ask your IT department to help.
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