This Act CRM Shortcuts blog is designed to help beginners and experienced Act users successfully navigate into Act. Act! CRM is the number one selling software to help with contact management programs. Act CRM keeps a record or track of the people with whom you do business or planning to do business.
Download Act CRM Shortcuts PDF
Table of Contents
Just because of its goal which is to turn contacts into relationships and relationships into results. It has come up with a list of Act CRM Shortcuts to make effective use of the program. Download the Act CRM Shortcuts list in the form of a PDF.
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 |
Read More: 60 MPV Shortcuts for Windows
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 |
Read More: 85 Winamp Keyboard Shortcuts
View Shortcuts
Action | Act CRM shortcut keys |
---|---|
Task List | F7 |
Company List | Alt + F10 |
Work week 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 is the remotely used contact manager and CRM system on the market. Act! CRM has not changed over the years and hence the new CRM trends of being social and collaborative have taken over it! Hence, Bitrix24 CRM just so happens to be an Act CRM alternative. Look quickly at the Bitrix24 Shortcuts list.
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