45 Act CRM Keyboard Shortcuts
This Act CRM Shortcuts blog is designed to help both beginners and experienced users navigate Act! CRM effectively. As a top-selling software for contact management, Act! CRM excels at maintaining records of individuals with whom you currently do or plan to do business.
Table of Contents
The primary goal of Act! CRM is to transform contacts into meaningful relationships and relationships into actionable results. To help you use the program more efficiently, we’ve compiled a comprehensive list of Act CRM shortcuts. You can also download the Act CRM shortcuts list in PDF format for easy reference.
Most Used Act CRM Shortcuts
| Action | Act CRM Shortcuts |
|---|---|
| Copy | Ctrl + C |
| Cut | Ctrl + X |
| Paste | Ctrl + V |
| Print the Content | Ctrl + P |
| Undo | Ctrl + Z |
| Help | F1 |
| Exit Act | Alt + F4 |
| Create a New File or Database | Ctrl + N |
| Open existing Files or Database | Ctrl + O |
| Save File or Database | Ctrl + S |
Activity Shortcuts
| Action | Act CRM shortcuts |
|---|---|
| New Contact, group, company | Insert |
| Record history | Ctrl + H |
| Edit Mode On or Off | Ctrl + E |
| Schedule Call | Ctrl + L |
| Schedule Meeting | Ctrl + M |
| Schedule To-do | Ctrl + T |
| Refresh | Ctrl + F5 |
| Display Timer | Shift + F4 |
| Add a sales opportunity | Ctrl + F11 |
| Attach a file | Ctrl + I |
| Clear Activity | Ctrl + D |
| Delete a contact or group | Ctrl + Delete |
| Close the Menu or Dialog box | Esc |
| Add Secondary Contact | Ctrl + Insert |
| Reschedule Activity | Ctrl + Shift + D |
| Save a copy or create an empty copy of the database | F12 |
| Import data from other files or database | Alt + F12 |
| Open Annual Event Search | Ctrl + Shift + A |
| Open opportunity list | Shift + F7 |
| Action | Act CRM shortcut keys |
|---|---|
| Switch focus between the timer and the current window | Alt + F6 |
| Switch to the Previous contact record | Ctrl + Page Up key |
| Switch to the next contact record | Ctrl + Page Down key |
View Shortcuts
| Action | Act CRM shortcut keys |
|---|---|
| Task List | F7 |
| Company List | Alt + F10 |
| Workweek user roles | Shift + F3 |
| Monthly Calendar | F5 |
| Contact list | F8 |
| Contact detail view | F11 |
| Group list | F10 |
| Context Sensitive Help | Shift + F1 |
| Group or Company tab from the contact view | Ctrl + F9 |
| Mini Calendar | F4 |
| Activity tab | Alt + F9 |
| History tab | Shift + F9 |
| Notes Tab | Alt + Shift + F9 |
Act! CRM remains one of the most widely used contact management and CRM systems in the market, even though it has not evolved much over the years. However, with new CRM trends emphasizing social and collaborative features, alternatives like Bitrix24 CRM have gained traction. Take a quick look at the Bitrix24 Shortcuts list.
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