Shared with gratified from our friends at ActToday
When you get a new phone or computer, do you continue to use the ‘out-of-the-box’ settings or do you change the background, layouts etc? You’re probably like most people and like to create a personalised look that is tailored to you. Who wants to stick with the boring default settings when we can personalise the tools we use everyday to enhance our user experience and make us more productive?
Like other CRM software, when Act! is installed, you get the standard appearance across all your tabs and views. Whilst this might be perfectly fine for some people, you can easily make changes to personalise your Act! workspace. Adding a few customisations to the way Act! displays your data will make it easier to distinguish between tabs/views as well as make it clearer to read.
All the Act! tabs/views, including calendars and email views, can be customised by changing the font size, colour and style, along with the background colour. You also have the option to add in grid lines which is a must when looking at the list views. Increasing the font size can also be especially helpful if you struggle to read size 8 fonts.
BeforeAfter |
To start customising Act!, follow these steps:
There you have it…take a few minutes to customise each of the views that you use and you’ll find that you’ll enjoy using Act! more (if that’s possible?).
Hint: Don’t select the font colour to be the same as your background colour. This might sound obvious, but we have had a few people call Support in a panic as they have ‘lost’ all their notes. Turns out that they had white font on a white background.
Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.
Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.
Toronto | 500 Gordon Baker Rd. Toronto, ON, M2H 3B4 | |
Toll Free | : | 800.857.0558 |
Office | : | 416.499.3090 |
Fax | : | 416.499.1090 |
Kitchener | 250 Woolwich St. S. Breslau, ON N0B 1M0 | |
Toll Free | : | 800.939.4737 Ext. 1 |
Office | : | 519.579.1408 |
Pay your bill online |
||
Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed