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Fast Tip Friday: Changing Your Startup View #SageACT

by bwhalen_sage on ‎03-08-2013 08:35 AM (3,809 Views)

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Sage ACT! 2013 SP1 enables you to save yourself a click and a few seconds each day by setting Sage ACT! to automatically open to your favorite view. This setting is stored in your preferences and is modified via the Preferences Tool, enabling you to get to work on your contacts, opportunities, or dashboard just a little quicker. Read on to learn how to change your startup view.

 

 

Starting in Your Favorite View

 

1. Open Sage ACT!, and then click Tools > Preferences.

 

2. Select the Startup tab.

 

 

3. In the “Views” section, select your preferred view from the list.

 

4. Click OK to save your changes, and restart Sage ACT!.

 

You should be taken directly to your preferred view!

 

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