Issue 8 • ACT! 2005/2006 Edition

Dear FIRSTNAME,

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 800-322-1049.

Best regards,

The staff at

Innovative Solutions
 

  

Brought to you by:

Innovative Solutions
ACT! Certified Consultants
4423 Lehigh Road
Suite 404
College Park, MD 20740
800-322-1049
www.is-crm.com
 

  

L A T E S T   N E W S

This section removed for the newsletter archive.
 

We recommend that you purchase:

Managing Contacts
with ACT! 2006
$24.99   $22.49

Click here to order.
 
 
Check Resource Availability
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. In any calendar view, click the Check Availability button on the toolbar. The Check Availability dialog box will appear.
  2. Click the Users/Resources button.
  3. 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.
  4. 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.
 
Manage Custom Activity Types
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. Click Schedule | Manage | Activity Types. The Manage Activity Types dialog box appears.
  2. To add a new activity type, click the Add button. The Add Activity type dialog box will appear.
  3. Select a name for your new activity type.
  4. If you want the activity type to display a custom icon, then click the Browse button.
  5. If necessary, edit or add to the list of result types. The result of the activity is selected when you clear the activity.
 
Create a Global Event
Relevant for ACT! 2005 & ACT! 2006 Users

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:

  1. Click Schedule | Manage | Events. ACT! will show a list of all current global events.
  2. Click the Add button to add a new global event.
  3. Highlight a global event and click Edit to edit the event's properties
  4. Highlight a global event and click Delete to remove the event from the database.
  5. Click Close to save your changes.

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© 2006 Thomson Course Technology.  Text adapted from Managing Contacts with ACT! 2006. Reprinted with permission.