When I conduct ACT training classes, I am always reminded that the Contact List View provides some of the best value to my participants.
With that in mind, here are my Top 6 Tips to getting the most out of the Contact List View in ACT!
- Turn on Grid Lines – No more scanning through a white field of data. Adjust your Colors and Fonts Preferences (under Tools – Preferences) and give your eyes some assistance.
- Customize Columns – Right Click and Customize Columns to see just the data you want to see, nothing more and nothing less. But rest assured, the only view you’re customizing is your own. Every computer has manages this separately.
- Use Windows Shortcuts – Did you know holding down Ctrl allows you to tag and untag various contacts in the list? And holding down shift allows you to select a range of contacts in the list? Don’t believe me? Try it now. I’ll wait.
- Lookup/Omit Selected – Now that you’ve tagged the contacts you like, you can narrow it down to just what is highlighted (Lookup Selected) or discard them from your lookup (Omit Selected). Sometimes this is much quicker than doing advanced lookups.
- Work the Column Headers – Click on a column header to sort by that column. Click on it again to reverse the sort. You can do this for any column that’s viewed.
- Export to Excel – Your list looks perfect. You’ve sorted, tagged, omitted, included all the data you want. Now what? One button does a quick Export to Excel of everything in this view to share with others, print, or do more advanced functions in Excel. Worried about data security? This permission can be controlled on a per user level.
Like these training tips? Want to know more? Check out our ACT! training opportunities to best meet your needs.
