This Act CRM Shortcuts blog is designed to assist both beginners and experienced Act users in navigating Act effectively. Act! CRM is the top-selling software for contact management programs, maintaining records of individuals with whom you conduct or plan to conduct business.
Download Act CRM Shortcuts PDF
Table of Contents
Its primary objective is to transform contacts into relationships and relationships into results. To facilitate efficient usage of the program, we have compiled a list of Act CRM Shortcuts. You can download the Act CRM Shortcuts list in PDF format.
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 |
Similar Programs: Salesforce Keyboard Shortcuts
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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