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ACT! 2005 and 2006 now include
many new features that make it a lot easier to
manage a workgroup calendar with ACT!. You can
now easily check the availability of other users in
your office, you can add custom activity types, and
you can manage global events that end up on all
users' calendars.
This issue of our tips & tricks newsletter focuses
on features of the ACT! calendar that will help you
manage your team.
Click these links to learn more detailed information
about the the tips outlined in this issue:
As always, if you have any
questions about ACT!, please do not hesitate to get
in touch with me at
866-944-2281.
Best regards,
Michael Kadlub
ACT! Certified Consultant
CRM Coaching
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CRM Coaching
ACT Certified Consultants
29023 Euclid Avenue
Cleveland, OH 44092
www.crmcoaching.com
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Call 440-944-2281 to learn
about how to upgrade to the latest version of ACT!
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We
recommend that you purchase: |
 Managing
Contacts
with ACT! 2006
$24.99
$22.49
Click here to order.
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 If you have your conference room, projector, or
other shared resource set up as a resource in
ACT!, then you can check the availability of the
resources within any of the calendar views.
To check the
availability of users or resources in your
workgroup:
- In any calendar view, click the Check
Availability button on the toolbar. The
Check Availability dialog box will appear.
- Click the Users/Resources button.
- Click the users and resources whose
availability you'd like to check. Click the
> button to add them to the list of selected
users and resources.
- Click OK. A list of users and resources
will appear in the list on the left. On the
right, you'll see the availability of the
user or resource.
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 ACT! has always been able to schedule high,
medium, and low priority calls, meetings, and
to-dos. In ACT! 2006, you can now create your
own custom activity types and priorities. If you
think it would be useful to have a separate
super-high priority for your activities, adding
the new priority can be done in just a few
clicks.
By default, ACT! 2006 databases will have six
custom activity types: Calls, Meetings, To-dos,
Personal Activities, Support Tickets, and
Vacations. You can add an unlimited number of
activity types to the database to match the
specific types of activities you need to
schedule.
To manage custom
activity types:
- Click Schedule | Manage | Activity
Types. The Manage Activity Types dialog box
appears.
- To add a new activity type, click the
Add button. The Add Activity type dialog box
will appear.
- Select a name for your new activity
type.
- If you want the activity type to display
a custom icon, then click the Browse button.
- If necessary, edit or add to the list of
result types. The result of the activity is
selected when you clear the activity.
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 From time to time, you may run into events
that involve most of your staff members. You can
now use the new global events feature in ACT!
2006 to put a single timeless activity on
everyone's calendar in one easy step. Trade
shows, staff meetings, and special events can
all be added as global events. Only users with
administrator or manager access can schedule
global events.
To create a global
event for all database users:
- Click Schedule | Manage | Events. ACT!
will show a list of all current global
events.
- Click the Add button to add a new global
event.
- Highlight a global event and click Edit
to edit the event's properties
- Highlight a global event and click
Delete to remove the event from the
database.
- Click Close to save your changes.
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Make sure all of your employees are getting
this regular e-mail. Get signup instructions
at our web site:
www.crmcoaching.com |
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