ACT! Tips and Tricks - November, 2002

How do I create an Activity Series in ACT?

I have an action plan of following up with my clients with calls, meetings etc. For this I want to create an activity series in  ACT! that will schedule all the activities in it. Is there anyway I can do it?

Yes, you have an option to create an activity series in ACT!

1. For this go to Contact menu and choose Create/Edit Activity Series 
2. Select "Create a New Activity Series" in the Introduction panel and click next
3. Select your options in the Series Date panel
4. Add the first activity in the series in the First Activity panel, then click next.
5. To Add/edit/delete more activities, select the option in the series panel, then click next.
6. Enter the name of the Activity Series.
7. To assign the Activity Series to the Current Contact, Look up or All Contacts, first look up a contact or group of contacts.
8. Go to Contact menu and choose Schedule Activity Series.
9. Select the appropriate Activity Series.

Are there any Short Cuts to create Contacts, Schedule, Write documents, Insert Notes, Record History, Add Attachments or assign contacts to a Group?

There is a very easy way to do this!  

1. Position your mouse over the background in the upper part of the contact screen.
2. Click the Right Mouse button and a menu will pop-up that will allow to do all of the above functions.

When I use Internet Explorer and want to go to a web site, such as www.yahoo.com, I have to type out the full website.  Is there a short cut that I can use? 

Sure! There is a very easy way to do this  

1. In the web address box in Internet Explorer, type the basic URL, "Yahoo"
2. Then hold the <Ctrl> key down and press <Enter>
3. the "www." and ".com" will be automatically added for you.