- Sage ACT! 2012 Cookbook
- Sage ACT! 2012 Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Working with the Welcome Page and Navigation Bar
- 2. Jotting Down your Notes Using Scratchpad
- 3. Using Queries to Find Data
- 4. Relating Contact Records
- 5. Integrating Contact Information with Websites
- 6. Grouping your Contacts
- 7. Working with Companies
- Introduction
- Learning about Company views
- Creating Companies from the Companies Detail view
- Creating a Company from a Contact record
- Adding a Division to a Company
- Deleting a Company
- Linking Contact and Company Records
- Adding a Contact to a Company
- Working with a Company Record
- Linking Company and Contact Fields
- Creating a Lookup of Company Contacts
- 8. Creating Golden Opportunities
- 9. Integrating with Microsoft Outlook
- Introduction
- Setting up Outlook as your ACT! e-mail client
- Sending an Outlook message to a single contact
- Sending an Outlook message to multiple contacts
- Sending an e-mail to an ACT! contact in Outlook
- Linking incoming Outlook e-mail to ACT!
- Creating a new ACT! contact from Outlook
- Synchronizing your ACT! calendar to Outlook
- Synchronizing your ACT! contacts to Outlook
- 10. Integrating with Google
- 11. Performing Routine Maintenance
- 12. Creating an E-marketing Campaign
- Introduction
- Adding your E-marketing account
- Moving a template to the local library
- Editing a local template
- Importing an existing HTML template
- Sending an E-marketing pieces
- Updating ACT! with E-marketing history
- Analyzing an E-marketing campaign
- Creating a Lookup of your Campaign Results
- Creating a survey
- Creating a web form
- 13. Working Smarter with Smart Tasks
Adding items to ACT!'s Scratchpad is much less formulaic than adding an item to ACT! itself. The whole idea of the Scratchpad is to use it to jot down unstructured notes, exactly as you would on a piece of paper. Keep in mind, however, that you can convert the Scratchpad items into corresponding ACT! activities should you want to in the future.
- Open the ACT! Scratchpad.
- Place your cursor in a line of the Scratchpad and begin typing.
- Click on another line of the Scratchpad to save your entry and start creating a new one.
The following screenshot shows you exactly what the Scratchpad looks like:
The Scratchpad item is automatically saved as you move to another line in the Scratchpad. Alternatively, you can hit the Enter key to start another entry. You'll also notice that a check box appears in front of the item so that you can clear it later.
You can make a Scratchpad notation as long or as short as you need. If your Scratchpad entry is fairly long, you might think that you need to manually drop your cursor down to the next line by hitting the Enter key. Fight that urge! If you run out of space at the end of a line, the cursor will automatically drop down to the next line and the Scratchpad item will expand to accommodate all of your text. And, if you maximize the Scratchpad you'll notice that the item will expand horizontally to make use of the extra space.
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