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Home > Impact Suite > Settings and Options > Settings > Other

Other

The Other tab is a place to change different options.


Custom Views
When "Rename Act views" is checked the nine views can be  renamed thoughout ACT.

Date Options
Always start up on today's date will start on today's date when checked, when unchecked it will start on the last selected range.
Only display active users will only show active users in the Scheduled For panel.
Reschedule activities on Task List with key combinations will let you select a single activity or multiple activities and reschedule them for the future.

 

 

Ctrl + 1 = 1 Day
Ctrl + 2 = 2 Days
Ctrl + 3 = 3 Days
Ctrl + 4 = 1 Week
Ctrl + 5 = 2 Weeks
Ctrl + 6 = 3 Weeks
Ctrl + 7 = 1 Month
Ctrl + 8 = 2 Months
Ctrl + 9 = 3 Months
Ctrl + 0 = 1 Year

Report List Options
Group Reports will group the Durkin reports by category
The drop down will change how the Durkin reports are shown Append reports to the bottom of the report veiw will show both the Durkin and ACT reports, Replace the native reports view will just show the Durkin reports.

On Start up
Will set what page ACT starts on the default, last viewed or select one from the drop down.

Opportunity Options
Attach the current contact when creating a new opportunity will when checked attach the current contact on a new opportunity.
Auto increment the opportunity name field will when checked take the previous opportunity name and numerically increment it.
Enhance product list when checked will enhance the Opportunities product tab, give a custom product entry screen and allow for custom math formula's to be applied to a product.  For more information go here.

Misc. Options
Hide the "Big Easy" toolbar at the top of ACT will hide the toolbar from view
Add button next to all email fields to access email templates will put a drop down control next to the field that gives access to email templates. Read More
Add button next to all phone fields to access the phone will put a drop down control next to the field that brings up the phone dial.
Allow users to customize the columns captions will not allow Act users to change the column captions
Touch Scroll (Windows 8) will make the scroll bars larger for fingers and also effect scrolling.

Auto Refresh
Checking Auto Refresh every will refresh all the Durkin views for the amount of time set.



 



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Article ID:
other
Views: 293
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 4/9/2014 8:45 PM
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