Title: How do I customize Act!?
Question: How do I customize my Act! database to suit my business needs?
Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium
Version: All versions
Answer:
It is recommended that you contact an Act! Certified Consultant to assist with customizing your database; however, if you have the experience and technical expertise to do your own customizations, the following list of knowledgebase articles may be helpful to you. The articles provide tips and suggestions for customizing all versions of Act! and range from very basic to advanced customizations.
Note: Act! does not provide support for customizations.
Click a section that interests you below to expand it:
Envelopes and Labels
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Templates and Reports
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Dashboard
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Activities and Tasks
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Layouts, Columns, and Tabs
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Fields
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Contacts, Groups, Companies
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Menus and Toolbars
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E-mail
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Other
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