Customization.2

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Customizing1 Layouts

You can customize ACT! layouts for contacts, companies, and groups using an easy-to-use WYSIWYG (What You See is What You Get) interface. Each entity can have multiple layouts that display different sets of fields depending on user requirements.
With the layout designer, you can achieve the following:
1.Create new layouts•
2.Modify layouts•
3.Add or remove fields•
4.Add or remove objects and graphics•
5.Add or hide tabs•
6.Modify field entry order (Tab and Enter stops

Customizing1 Reports

ACT! includes a Report Designer that can be used to create new reports or to customize one of the
40 standard reports that ship with ACT!. The users can export most reports to HTML, PDF, or e-mail. The user can add custom fields, which are fully integrated into the Report Designer.
Both ACT! Premium and ACT! Premium for Web can use the same reports. This enables significant time savings since the products can share one set of customized reports.

Customizing1 Word-Processing Templates

With ACT!, users can create documents, such as letters, memos, and fax cover sheets. ACT! includes a word-processing tool, or users can use Microsoft Word (if it is installed). Users can also create and personalize documents to send to a contact, or use mail merge4 to create documents for multiple contacts, or create documents that are not associated with contacts.
Document templates help users create documents, labels, envelopes, and other templates, check spelling after document creation, attach it to a contact record, print it, or attach it to an e-mail message.
If users have ACT! version 3.x - 6.x document templates, they can convert those documents to the current version.

Customizing1 Dashboard Components

ACT! and ACT! Premium solutions include a new Dashboard which provides a comprehensive, graphical representation of key activity and opportunity information in a highly interactive format, so users and managers have the information they need to best tackle their day and be more productive. In addition, the ACT! Premium Dashboard provides a roll-up of team activities so managers get the information they need to quickly gauge performance status of all team members to more effectively set individual user and team targets.

The ACT! Dashboard is flexible and customizable, allowing users and managers to customize individual components or create new ones5 to best suit how they work. With the ability to apply filters to all default Dashboard components, users and managers have the flexibility to view activity and opportunity information based on what’s most relevant to the team’s operation. Managers can set default filters to view all users’ data or pieces of it for further analysis. In addition to customizing the six existing components, Managers or Administrators have the ability to add or remove components, change titles or legends, use drag and drop functionality with the Dashboard Designer for easy customization of any default Dashboard, or create new Dashboard components based on the needs of the team.