Scratchpad in Act! - Act Today CRM Consultants Scratchpad in Act! - Act Today CRM Consultants

Scratchpad in Act!

Have you noticed 2 icons on your desktop after the Act! install?
If not, take another look you will see similar icons like these on your desktop.

Act! Shortcuts
  • Act! Pro/Act! Premium (depending upon which edition you have)
  • Act! Scratchpad

Can’t see the icons?

The Act! Scratchpad is a separate application from Act! that provides a way to keep a list of tasks that you need to do. You can add personal or work items into the Scratchpad and then add them to your Act! database as calls, meetings or to-dos if you need to. Its like a handy notepad that saves you from having bits of paper all over your desk.

With the Act! Scratchpad, you can:

  1. Add/edit/delete notes, history and activity items to the database
  2. Format items with bold or italics to mark them as important
  3. Move items up and down the list to reorder them
  4. Mark items as complete
  5. Print your list to take with you
  6. Delete the entire list
  7. Minimise it to your taskbar for easy access at any time

 

To open the Act! Scratchpad, do one of the following:

  1. Double-click the Act! Scratchpad shortcut on your Desktop.
  2. Click Start, point to Programs, point to Act, then click Act! Scratchpad.
  3. On the Tools menu, click Act! Scratchpad.

 

Act! Scratchpad

Shortcut keys to perform actions in the Act! Scratchpad:

Bold Ctrl + B
Italicise Ctrl + I
Schedule Call Alt + L
Schedule Meeting Alt + M
Schedule To-do Alt + T
Insert Note Alt + N
Record History Alt + H
Move Item Up Alt + Up
Move Item Down Alt + Down
Mark Item Complete Ctrl + M
Print Ctrl + P


Need help with Act!? Act! Training & Courses

*If you can’t find your Act! shortcuts on the Desktop, they have been manually deleted. To replace them, access your Act! install folder through Windows Explorer (eg. C:\Program Files (x86)\ACT\Act for Windows\). Right click the Act! Scratchpad.exe file and Send To>Desktop.

SPEAK TO AN ACT! SPECIALIST in Australia 1300 362 046

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