How to Start ACT! in Task List view
1. In ACT!, Tools | Record Macro.
2.
This will open a Record Macro dialog box.
Name your macro and give it a description (they can both be
the same if you prefer). Make sure you select "Record
everything except mouse events" under the Record
events option. Macros do not always run properly
otherwise. Click the Record button.
3. Click the F7 key on your keyboard.
Be aware that this will open your Task List. Once the
Task List is open, go to to Tools | Stop Recording
Macro. Your macro has been recorded.
4. Now go into Edit | Preferences | Startup.
In the file location box for "Run macro on
startup", click the directory button and choose the
macro you just created. The macros are stored by default
in C:\Program Files\ACT\Macro. Once you
have your macro selected, click OK. Close ACT!, and
reopen it, and it will now take you directly to your
Task List.
As always, if
you should have any questions regarding this Tip, or anything
else involving ACT!, please call the ACT! Specialists of
CRM
Coaching at 440-944-ACT1.
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