Act! CRM Shortcut Keys Download PDF

by genzkeys · December 13, 2017

Act CRM Shortcut Keys

Act! (formerly known as Sage ACT! 2010–2013) is a customer relationship control (CRM) software program application that is used to keep tune of customer and prospect info in a single database that can be shared by multiple users. It integrates with Microsoft word, Excel, Outlook, Google Contacts, Gmail and other popular applications so one can generate and tune communications with the contacts maintained in ACT!. it’s far developed with the aid of fast page and has a user base of over 2.eight million registered customers.

Ctrl+C – Copy Selected Text
Ctrl+X – Cut Selected Text
Ctrl+v – Paste selected Text
Ctrl+P – Print the Content
Ctrl+Z – Undo Activity
F1 – Help
Alt+F4 – Exit Act
Ctrl+N – Create New File/Database
Ctrl+O – Open existing File/Database
Ctrl+S – Save File/Database

F7 – Task List
Alt+F10 – Company List
Shift+F3 – Work week user roles
F5 – Monthly Calender
F8 – Contact list
F11 – Contact detail view
F10 – Group list
Shift+F1 – Context Sensitive Help
Ctrl+F9 – Group/Company tab from contact view
F4 – Mini calender
Alt+F9 – Activity tab
Shift+F9 – History tab
Alt+Shift+F9 – Notes Tab

Insert – New Contact,group,company
Ctrl+H – Record history
Ctrl+E – Edit Mode On/Off
Ctrl+L – Schedule Call
Ctrl+M – Schedule Meeting
Ctrl+T – Schedule To-do
Ctrl+F5 – Refresh
Shift+F4 – Display Timer
Ctrl+F11 – Add a sales opportunity
Ctrl+I – Attach a file
Ctrl+D – Clear Activity
Ctrl+Del – Delete a contact/group
Esc – Close Menu/Dialog box
Ctrl+Insert – Add Secondary contact
Ctrl+Shift+D – Reschedule Activity
F12 – Save a copy/create an empty copy of database
Alt+F12 – Import data from other file/database
Ctrl+Shift+A – Open Annual Event Search
Shift+F7 – Open opprtunity list