Cheat Sheet

ACT! by Sage For Dummies

From ACT! by Sage For Dummies, 9th Edition by Karen S. Fredricks

ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and it offers time-saving tools, such as a list of keyboard shortcuts, to make your work life more productive — and isn’t that what your work life is supposed to be?

Keyboard Shortcuts for ACT! by Sage

If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard shortcuts you can use to make your time even more productive. The following table lists common activities and the keys you press to access them:

Activity Press This
Add a sales opportunity Ctrl+F11
Attach a file Ctrl+I
Clear an activity Ctrl+D
Close a menu or dialog box Esc
Copy the selected text Ctrl+C
Cut the selected text Ctrl+X
Delete a contact, group, company, or lookup Ctrl+Delete
Display the Timer Shift+F4
Exit ACT! Alt+F4
Insert note F9
New contact, group, or company Insert
Paste the last cut or copied text Ctrl+V
Print address books, calendars, reports, labels, or envelopes Ctrl+P
Record history Ctrl+H
Refresh Ctrl+F5
Schedule call Ctrl+L
Schedule meeting Ctrl+M
Schedule to-do Ctrl+T
Toggle Edit Mode, contact, group, or company list Ctrl+E
Undo Ctrl+Z
Help F1
View Company List Alt+F10
View Contact List F8
View Contact Detail window F11
View Group List F10
View Monthly Calendar F5
View Task List F7
View Work Week User Roles Shift+F3

User Roles in ACT!

ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the following table shows the functions available to the various user levels:

Function Administrator Manager Standard Restricted Browse
Activities
Create/edit/delete own activities X X X X
Edit/delete other users’ activities X X
Create/edit events X X
Synchronize Outlook activities X X X X
Customize activity types X X
Manage Priorities List X X
Activity Series
Create, edit, and delete my own activity series templates X X X
Delete or edit activity series of others X X
Schedule activity series X X X X
Communications
Create/edit templates X X X
E-mail X X X X X
Enable a merge X X X X
Contact, Companies, and Groups
Create/edit contacts X X X X
Create/edit groups and companies X X X
Delete my contacts/companies/groups X X X
Delete other users’ contacts/companies/groups X X
Change Record Manager for contacts/companies/groups X X
Customization
Add fields X X
Access Layout Designer X X
Modify word processing and report templates X X X
Customize menus/toolbars X X X
Data Exchange
Export to Excel from list views X X X
Export data from File menu X X
Import data X X
Database Management
Add user X
Back up database X X
Define fields and protected drop-down lists X X
Delete database X
Lock database X X
Change database preferences X X
Perform maintenance X
Restore database X
Run ACT! update X X X X X
Opportunities
Create/edit X X X X
Delete my opportunities X X X
Delete other users’ opportunities X X
Change Record Manager for opportunities X X
Manage opportunity processes X X
Manage opportunity products X X
Reporting
Create/edit X X X
Run reports X X X X X
Synchronization
Enable synchronization X X
Synchronize to another database or PDA X X X
Manage Subscription List X X X
Manage synchronization set-up X X
Premium Features
Manage teams X X
Manage resources X X
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