Source: eGrabber Newsletters
Did you know that ACT! allows you to schedule meetings for yourself and another ACT! user? Here's how you can do it:
1. Select Schedule >> Grant Schedule Access from menu. The Calendar Access dialog box appears
2. Select the user to grant scheduling rights. Click Access
3. Select View and Schedule. Click OK
You can now begin scheduling for the user(s) granted access. To schedule an activity for someone else in your company:
1. Look up the contact to be scheduled. Create the Activity as usual
2. Click the 'Schedule For' button and pick the User from the Schedule For list
3. Click OK when you are done
Note: You have to be an Administrator or granted access to do this by one.
Create Custom Reports in ACT!
Source: eGrabber Newsletters
Though ACT! provides customizable pre-formatted reports, it also allows users to create new custom reports per their requirements.
Here's how you can create your own report:
1. Select Reports >> New Template >> Select a Report Type
2. Select from the basic templates, including Empty Contact Report
The Report Designer screen is separated into several sections. Sections are report and page header/footer and a detail section
3. To add objects to the report, click the Field tool
4. Draw a field where you want to place it, select a type
5. Add fields to the Detail section to show Contact information. Add Header and Footer objects as desired
6. Click Print Review to review your report and adjust spacing, sorting and formatting as needed. Save the report and provide a name
7. To run your custom report, Select Reports >> Other Reports and select your's from the list
Though ACT! provides customizable pre-formatted reports, it also allows users to create new custom reports per their requirements.
Here's how you can create your own report:
1. Select Reports >> New Template >> Select a Report Type
2. Select from the basic templates, including Empty Contact Report
The Report Designer screen is separated into several sections. Sections are report and page header/footer and a detail section
3. To add objects to the report, click the Field tool
4. Draw a field where you want to place it, select a type
5. Add fields to the Detail section to show Contact information. Add Header and Footer objects as desired
6. Click Print Review to review your report and adjust spacing, sorting and formatting as needed. Save the report and provide a name
7. To run your custom report, Select Reports >> Other Reports and select your's from the list
