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Call Button

New Member
Posts: 2
Country: USA

Call Button

I am unsure if the CALL button should be used for current calls or future call or both.

 

How do you use it?

Bronze Contributor
Posts: 1,393
Country: USA

Re: Call Button

Hi SchaferCo...

 

Welcome to the ACT Forum.   You will be surprised of how much information you will find here.  In all probability, someone has already asked the question you have.

 

The call button is used to schedule a call.  On the otherhand, if you just want to record the results of a call, I would suggest clicking on the history tap and then right click.  There you can enter a completed activity such as a call, but more imortantly, there is a button at the bottom left to schedule a follow up call. 

 

If you click on the call button and really wanted to schedule a meeting or a to do, note that you have the option to change the activity type within the dialogue box. 

 

Once you have calls and other activities scheduled, you can then click on the task list button to see what you have scheduled for the day or time period selected. 

 

ACT also offers a nice feature of automatically rolling over previously scheduled activites that had not been completed.  I select that for calls and todo's but not meetings.

 

Hope this little narrative helped.

 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013