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March 2004

News from Your ACT! Certified Consultant

.  ACT! Tips and Tricks  
in this issue..........

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News of Interest


Computer Security 


QuickBooks Accounting

 

 

Quick Links...


I just purchased ACT! and want to install it on multiple computers.  Can I use the same CD to do this?

When you purchase ACT! (all versions other than Corporate Licenses), you are granted a license to install ACT! on one computer for primary use and one computer for backup purposes.  The general rule of thumb is that ACT! on the primary computer will be used at least 80% of the time and ACT! on the back up computer will not be used more than 20% of the time.   

Installing ACT! using the same CD on more than two computers is a violation of the software agreement, as well as civil law.    You will also receive a "licensing violation/insufficient number of user licenses" error message if you try to access the same database from multiple computers using the identical ACT! serial number.

Compass Technology will not and cannot provide any support services to you or your company under these circumstances.   We can conduct a software license audit for a minimal charge to insure that you are using the software legitimately.

It is our understanding that future ACT! upgrades will verify the legitimacy of the serial number on the computer in order for the upgrade to work.

Please make sure that you have an adequate number of software licen
ses to support all of the computers in your office.  

I like using keyboard shortcuts while using ACT!.  What keyboard shortcuts are available?
To do the following: Press
Add a new contact or group: Insert
Add a new sales opportunity for the current contact: Ctrl+F11
Apply field changes (Replace window only): Ctrl+A
Attach a file to a contact, group record or activity: Ctrl+I
Move the selected object to the back (Report, Label, Envelope, and Layout Design windows only): Ctrl+B
Move the selected object to the front (Report, Label, Envelope, and Layout Design windows only): Ctrl+F
Bring up the Timer on the screen: Shift+F4
Check spelling in a note, e-mail message, or text field: Alt+F7
Clear an activity: Ctrl+D
Clear selected activities: Ctrl+Shift+E
Close a menu or dialog box: Esc
Close the current file or database: Ctrl+W
Copy the selected items or text: Ctrl+C
Cut the selected items or text: Ctrl+X
Delete a contact, group, or lookup: Ctrl+Delete
Delete the character to the left of the pointer: Backspace
Delete the character to the right of the pointer: Delete
Display an Edit List dialog box, if the field has a drop-down list: F2
Edit the drop-down list for the current field: Ctrl+F2
Exit ACT!: Alt+F4
View online help for the current window: F1
Context-sensitive help Shift+F1
Import data from another file or database: Alt+F12
Insert a note for the current contact or group: F9
Launch SideACT!: Ctrl+Q
Clear a field when replacing the field contents insert a null value (<<BLANK>>) for a search: Ctrl+F5
Create a new file or database: Ctrl+N
Open an existing file or database: Ctrl+O
Paste the items or text last cut or copied: Ctrl+V
Print formatted contact information or calendars: Ctrl+P
Record an activity history for the current contact: Ctrl+H
Record or stop recording a macro. Alt+F5
Reschedule an activity: Ctrl+Shift+D
Run a query (Query window only): Ctrl+R
Save a copy of the current file or database with a new name: F12
Save the current file or database: Ctrl+S
Schedule a call: Ctrl+L
Schedule a meeting: Ctrl+M
Schedule a to-do: Ctrl+T
Send the selected activity as an e-mail attachment: Ctrl+Shift+S
Switch between open windows: Ctrl+F6
Switch between the Timer and the current window: Alt+F6
Switch to the previous layout: F6
Undo the last action: Ctrl+Z
View the Activities tab: Alt+F9
View the Notes/History tab: F9
View the Contact List: F8
View the Contacts window: F11
View the Groups tab (contact view), or the Contacts tab (group view): Ctrl+F9
View the Groups window: F10
View the Notes/History tab: Shift+F9
View the Task List: F7

How do I create a keyboard shortcut for ACT?
To create a keyboard shortcut for launching ACT!, follow the steps below:
  1. Locate the ACT! Icon on your desktop.
  2. Right-click this icon, and then click Properties. The ACT! Properties dialog appears.
  3. Place your cursor in the Shortcut key field, and then press and hold the following keys (in this order) CTRL+ALT+A.

    Note: This shortcut may already be taken on your machine so you may need to experiment to find a shortcut key combination that works for you
    .


  4. Click Apply, and then click OK.

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