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Issue 2 • ACT! 2005/2006 Edition |
Dear FIRSTNAME,
At its most basic level, your ACT!
database is just a bunch of contacts. Though
you're probably well skilled at entering a basic
contact, understanding how to maximize your
productivity when entering contacts is key to
getting the most out of ACT!.
This issue of our tips & tricks newsletter focuses
on the general topic of working with contacts.
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 800-322-1049.
Best regards,
The staff at
Innovative Solutions
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Innovative Solutions
ACT! Certified Consultants
4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com
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This section removed for the newsletter archive.
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We
recommend that you purchase: |
Managing
Contacts
with ACT! 2006
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Why
repeat work you've already done? Every once in a
while, you'll find yourself adding contacts from
the same company as an existing contact in the
database. Rather than re-type the new contact's
address, you can duplicate the existing contact.
Once you've duplicated the contact, just enter
your new contact's name and the other field
information will come over from your original
contact.
When you duplicate
a contact, you'll have the opportunity to either
duplicate primary fields or all fields.
The default primary fields are: Company ,
Address 1, Address 2, Address 3, City, State,
Zip, Country, Phone, and Fax.
To duplicate an
existing contact:
- In the Contacts view, go to the contact
record you'd like to duplicate.
- Click Contacts | Duplicate Contact. The
Duplicate Contact dialog box will appear.
- Select whether you'd like to duplicate
data from all fields or just from primary
fields. A duplicate contact will appear.
Even if you selected to duplicate data from
all fields, ACT! will not duplicate
contact-specific data, such as the contact's
name, email address, and phone extension.
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In previous versions of ACT! (version 6.0 and
older), you could only add secondary contacts to
a database by adding additional contact fields
for a main contact. In most layouts, these
fields were housed in the Alt Contacts tab. In
ACT! 2005 and 20066, secondary contacts are
their own database entity.

You can add an unlimited number of secondary
contacts for each main contact, and each
secondary contact can have its own field values.
You can view, add, and edit secondary contacts
in the Secondary Contacts tab in the Contacts
view.
It's important to note that you can customize
the columns that are displayed for each of your
secondary contacts by clicking the Options
button in the upper right corner of the
Secondary Contacts tab. From the dropdown,
select the Customize Columns option. In the
resulting Customize Columns dialog box, you can
add, remove, and reorder the fields displayed in
the Secondary Contacts tab.
To add a secondary
contact:
- In the Contacts view, go to the
Secondary Contacts tab.
- In the upper-left corner of the
Secondary Contacts tab, click the New
Secondary Contact button. The New Contact
dialog box will appear.
- Add any relevant data for your contact.
- Click OK to add the secondary contact.
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In ACT!, you can lookup contacts by their
first and last names. But there's no editable
first or last name field in an ACT! database --
only a single contact field. When entering a
contact's name into an ACT! database, the
program looks at the first word in the contact
field. If the first word is one of ACT!'s
recognized prefixes (such as Mr. or Mrs.), ACT!
won't count the word as the first name. The next
word -- assuming it's not a recognized prefix --
will be flagged as the contact's first name. The
same logic is used to recognize the last names
in the Contact field.
If
you were to enter Mr. John Smith, Jr. into your
database, ACT! would:
- Look at the first word, Mr. Mr. is one
of ACT!'s recognized prefixes. Because of
this, ACT! will go to the next word, John.
John isn't a recognized prefix, so ACT!
would designate John as the first name.
- Then, ACT! would look at the last word
in the contact field. In this example, it's
Jr. Jr. is one of ACT!'s recognized
suffixes, so the program would skip to the
previous word, Smith. Smith isn't a
recognized suffix, so ACT! would designate
the last name for this contact as Smith.
To specify a
contact's first, middle, and last name:
- Add a new contact to your database.
- Type the contact's name into the Contact
field.
- Click the button to the right of the
Contact field. The Contact Name dialog box
appears.
- Specify your contact's correct first
name, middle name, and last name.
- Click OK. ACT! has now correctly
recorded the contact's name.
- When your cursor leaves the Contact
field, ACT! will automatically populate the
Salutation field with either the contact's
first or last name, depending on the
preference you've set.
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© 2006 Thomson Course Technology, a division of
Thomson Learning. Text adapted from
Managing
Contacts with ACT! 2006.
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