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Save/Restore the List
Contact List Plus allows you to save the contact list. This is extremely useful when using the tag mode and you have selected contacts based on your own independent criteria. The name of the saved list will appear in the 'Lookups' list for easy restoring. You can even restore multiple lists at the same time!

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Tag Mode
You can tag and un-tag contacts to create a lookup manually. Occasionally you may want to send an email to contacts that do not share common lookup criteria, using the tag mode you can create a lists of contacts.

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Edit data in any column. 
Contact List Plus has several “built-in” editors like: Textbox, CheckBox, Calendar DropDown, Combo* and DropDown Controls. The dropdown controls are prefilled with user defined list values from ACT!.  Never go back to the details window to make changes to a contact. Edit any value with one click. The list will go into edit mode and display an editing object like a calender or dropdown list depending on the type of data.

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Design and Save Column Layouts.
You can customize the order of the columns in the contact list by adding a new "Column Layout." Once created, simply change the layout by selecting a different "Column Layout". You can quickly switch between multiple "Column Layouts" by a simple popup list. Below is an example of five different layouts that are installed by default.

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One Click To Apply Color.
Add color to any contact in the list. Simply select any contact and right click exposing the "Color Picker". Select the desired color and the contact row will always appears as that color.

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Contact List Plus replaces ACT! 2005 contact list view.
Contact List Plus replaces the existing contact list view with a robust data and color driven view. This new view allows the users to create as many data and color rules as you desire. View only the contacts that match your rules like contacts in a specific city or contacts in a group.

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Save/Restore Lookups
Turn on/off lookups with a quick click of the mouse. View only the contacts you want. Easily add the current lookup to the list with a simple "Save" button.  Save multiple Lookups using basic find features or the more Advanced Query dialog.

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Colorize your list
Add color to your list with simple rules. Color rules are automatically applied to all the contacts matching any lookup. Colorize contacts like 'Prospects to be called'. Extract hidden information like 'Decision Maker(s)' in New York.

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Printing in Color
Contact List Plus for ACT! also includes a print function to easily achieve WYSIWYG (What-You-See-Is-What-You-Get) printing

of the data presented by the control

including color.

Export: One button export to Microsoft Excel, Microsoft Word, HTML or XML formats. Simple click the 'Export' button and give your export file a name.  The new export file will auto-open in the program of your selected format. (XLS, DOC, HTM or XML)

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ACT! 6 Tip

How to compress and reindex a database

1)Open ACT!, logging into the database as a database administrator. All other users must be logged out.
2)Click the File menu, point to Administration, then click Database Maintenance. The Database Maintenance dialog box appears.
3)Under the Periodic Maintenance tab, enable the Compress Database check box, then click the Reindex button. ACT! begins to reindex your database.

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ACT! 7 Tip

Creating Groups
To create a new group you must be in the Groups view:
1. To display the main Groups view, click the Groups button in the navigation bar, press F10, or click the View menu, and then click Groups.
2. In the Groups view, there are two different ways of displaying group information:
From the toolbar you can select Groups to view the Group Detail information. This will show the detailed information of one group.
From the toolbar you can select Groups List to view a list of groups in the database.
3. Click the New Group icon or click the Groups menu, and then click New Group.
4. Type in the name of the group, and a description (if needed) as shown below.

5. Once completed, click the File menu, and then select Save. You will notice the Hierarchy field now contains the name of your group.
Creating Subgroups

1. From the Groups view, click Group List icon on the toolbar.
2. If you want to create a subgroup of an already existing subgroup, check the Include Subgroups check box to display all subgroups.
3. Select the group or subgroup you wish to create a subgroup for and click the New Subgroup icon . ACT! will automatically switch back to the Group Detail view.
4. Enter the name of the subgroup and a description.
5. Once completed, click the File menu, and then click Save. You will notice the Hierarchy field now contains the name of your original group and your subgroup.

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Word Tip

The F Keys
If you press the F1 key this will open the Help menu.
If you press the F5 key the Go To/Find and Replace dialogue box opens.
If you press the F7 key the spelling checker will open.
If you press the F12 key the Save As dialogue box opens, just as it would if you choose File, Save As.
This works in Word, PowerPoint and Excel.

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Excel Tip

Combine Text from Multiple Cells
To combine text from multiple cells into one cell, use the & (ampersand) operator.
1)Select the cell in which you want the combined data
2)Type an = (equal sign) to start the formula
3)Click on the first cell
4)Type the & operator (shift + 7)
5)Click on the second cell
6)Press Enter to complete the formula

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