You'll find the Web Info tab in the tabs area that runs across the Contact or Company Detail view. The Web Info tab is actually a web browser. What makes the browser unique is that rather than typing in a URL address and then filling in a web form to find information, you can simply click on one of the web links and the corresponding information from the contact record will display.
You'll want to start with a completed Contact or Company record, including a website address and pertinent contact information.
- Click the Web Info tab from a Contact Detail or Company Detail record. The following figure shows you an example of the Web Info tab:
- Select a link from the list on the left-hand side of the Web Info tab.
- The internal browser opens and displays a web page for the selected site.
- Navigate through the Web Info tab by using any of the following options:
- Back or Forward buttons: takes you to the previous web page
- Refresh: reloads the contents of the current page
- Stop: stops a page from loading
- Open Browser opens the web page in Internet Explorer
- Copy Link copies the Web address to the windows clipboard so you can paste it to another location
- Attach Web Page: copies the current web address into the record's history tab
- Increase Tab Size: expands the internal browser to cover the contact or company portion of the screen
The information from the contact or company's record will automatically pour into the web form and the corresponding web page will appear before your eyes.
The Web Info tab might not immediately display the expected information if you have just added a brand new Contact or Company record or edited an existing one. Normally a record is automatically saved when you move on to another record. You can speed up this process—and see the new results in the Web Info tab—by clicking the Save Changes icon on the toolbar or choosing Refresh from the View menu.
The web links are divided into two sections: ACT! Business Info and User Links. The Business links relate to information found when you subscribe to a Sage-connected services account and the User links connect to all other websites. If you don't have a subscription to the connected services you'll find that most of the links won't work so you might want to close up that area by clicking the minus sign that appears to the left of the section.
If the Web Info tab does not appear in the middle of the Contact or Company Detail view you will need to add the tab to the Contact and/or Company layout. You can do that by following these steps:
- Click the Tools menu, and choose Design Layouts. Open a layout and then select Contact or Company.
- Click the Layout Designer's Edit menu and choose Tabs.
- Select Web Info from the Hidden Tabs area of the Edit Tabs dialog window and then click the single right-pointing arrow to move it to the Show tabs in this order area. The following figure shows you what the Edit Tabs dialog window looks like:
- The tab appears in the last position of the Show tabs in this order list. Change the order of the tab by selecting it and clicking the Move Up button as needed.
- Click Close to close the Edit Tabs dialog window.
- Click File, choose Exit, and then click Yes when prompted to close the Layout Designer and save your changes.
Although clicking the Increase Tab Size icon is an easy way to increase the size of ACT!'s internal browser, there might be times when you want to increase the size of the browser and still be able to view the contents of the current record. You can do that by hovering your mouse on the line directly above the tab names and dragging it to the desired location.