45 Shortcuts for Act! CRM

1. General Shortcuts

Ctrl+C

Copy Selected Text

Ctrl+X

Cut Selected Text

Ctrl+v

Paste selected Text

Ctrl+P

Print the Content

Ctrl+Z

Undo Activity

F1

Help

Alt+F4

Exit Act

Ctrl+N

Create New File/Database

Ctrl+O

Open existing File/Database

Ctrl+S

Save File/Database

2. View Shortcuts

F7

Task List

Alt+F10

Company List

Shift+F3

Work week user roles

F5

Monthly Calender

F8

Contact list

F11

Contact detail view

F10

Group list

Shift+F1

Context Sensitive Help

Ctrl+F9

Group/Company tab from contact view

F4

Mini calender

Alt+F9

Activity tab

Shift+F9

History tab

Alt+Shift+F9

Notes Tab

3. Activity Shortcuts

Insert

New Contact,group,company

Ctrl+H

Record history

Ctrl+E

Edit Mode On/Off

Ctrl+L

Schedule Call

Ctrl+M

Schedule Meeting

Ctrl+T

Schedule To-do

Ctrl+F5

Refresh

Shift+F4

Display Timer

Ctrl+F11

Add a sales opportunity

Ctrl+I

Attach a file

Ctrl+D

Clear Activity

Ctrl+Del

Delete a contact/group

Esc

Close Menu/Dialog box

Ctrl+Insert

Add Secondary contact

Ctrl+Shift+D

Reschedule Activity

F12

Save a copy/create an empty copy of database

Alt+F12

Import data from other file/database

Ctrl+Shift+A

Open Annual Event Search

Shift+F7

Open opprtunity list

4. Navigation Shortcuts

Alt+F6

Switch focus between timer and current window

Ctrl+PgUp/Ctrl+PgDn

Switch to Previous/next contact record

Created by rank17 on 4/3/2017. Last updated by guest on 1/1/2010

 

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Act! CRM Shortcuts

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