{"id":107837,"date":"2024-11-27T16:14:38","date_gmt":"2024-11-27T23:14:38","guid":{"rendered":"https:\/\/www.act.com\/?page_id=107837"},"modified":"2026-07-21T15:36:20","modified_gmt":"2026-07-21T22:36:20","slug":"how-to-desktop","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/resources\/how-to-desktop\/","title":{"rendered":"How-to Resources (desktop)"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>How-to Resources<\/h1>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;]<\/p>\n<h4 style=\"text-align: center;\">Select your Product<\/h4>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column css=&#8221;.vc_custom_1744680784406{padding-top: 0px !important;}&#8221;]<div class=\"actcrm-toggle-button-container wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"toggle-button-row\">\n\n                                    <div class=\"toggle-button-column \">                    \n                        <a href=\"\/en-gb\/resources\/how-to-cloud\/\" \n                                \n                                >Act! Cloud<\/a>                    <\/div>\n                                    <div class=\"toggle-button-column active\">                    \n                        <a href=\"#\" \n                                \n                                >Act! Desktop<\/a>                    <\/div>\n                \n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column][\/vc_row][vc_row][vc_column]<div class=\"actcrm-howto-layout-container wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/rocket-startup-1.svg\" \n                                                     alt=\"Act! CRM Topic Icon\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Getting Started                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"\/en-gb\/resources\/getting-started\/act-premium\/\">\n                                                        \n                                                            Resource Centre - Premium                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-do-I-install-Act-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Installing Act!                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-Register-or-Activate-Act-from-v211-Onwards-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Registering Act!                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/database-marketing.svg\" \n                                                     alt=\"Icon image of the database marketing Act ! CRM\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Database Management                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-do-I-create-a-new-database-in-Act-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Creating a Database                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-share-and-open-an-Act-database-over-a-network-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Sharing a Database                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/task-checkmark-document-1.svg\" \n                                                     alt=\"Icon image of the task checkmark document Act! CRM\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Key Features                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/Working-with-Contacts-in-Act-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Working with Contacts                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-create-and-manage-Groups-in-Act-prem?language=en_US\/&_ga=2.109354369.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Working with Groups                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-do-I-create-an-Activity-in-Act-prem?language=en_US\/&_ga=2.137993652.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Working with Activities                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<div class=\"actcrm-howto-layout-container wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/Group-1128.svg\" \n                                                     alt=\"Icon thumbnail for the connecting Act! CRM logo\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Integrations                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-use-Microsoft-Outlook-as-your-email-client-in-Act-version-24-and-later-prem?language=en_US\/&_ga=2.137993652.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Working with Outlook                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-set-preferences-for-Google-and-Gmail-Integration-in-Act-v201-and-later-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Working with Google                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-do-I-set-up-the-Act-API-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Setting up the API                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/connect-jigsaw-puzzle.svg\" \n                                                     alt=\"Icon thumbnail for the connect jigsaw puzzle Act! CRM logo\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Customisations                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/How-to-create-and-manage-database-fields-in-Act-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Creating Fields                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/Designing-Layouts-in-Act-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Amending the Layout                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/What-are-custom-tables-in-Act-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Adding Custom Tables                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                                    <div class=\"howto-layout-column orientation-vertical \">\n\n                        <div class=\"howto-topic-header\">\n\n                            \n                                <div class=\"howto-topic-image\">\n                                                                            <a href=\"#\" \n                                         \n                                        >\n\n                                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/affiliate-marketing.svg\" \n                                                     alt=\"Icon thumbnail for the affiliate marketing Act! CRM logo\"\n                                                >                                            \n\n                                        <\/a>\n                                                                    <\/div>\n\n                                                            \n                            \n                        <\/div>\n                        \n                        <div class=\"howto-topic-body\">\n\n                                                            <div class=\"howto-topic-title\">\n                                    Marketing Automation                                <\/div>\n                            \n                            <div class=\"howto-topic-content\">\n\n                                                                              \n\n                                <!-- Display Hyperlinks -->\n                                                                        <div class=\"howto-topic-hyperlinks\">\n                                            <ul>\n                                                                                                    <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/What-is-required-to-start-using-Act-Marketing-Automation-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Getting Started                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/help.act.com\/s\/article\/What-settings-can-I-configure-as-an-Act-Marketing-Automation-Admin-prem?language=en_US\/&_ga=2.114522499.509157841.1728415308-1631308120.1728415308\">\n                                                        \n                                                            Admin Settings                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                        <li>\n                                                                                                                <a  href=\"https:\/\/www.act.com\/en-gb\/resources\/getting-started\/act-marketing-automation\/\">\n                                                        \n                                                            More Resources                                                            \n                                                                                                                            \n                                                                                                  \n                                                        <\/a>\n                                                                                                            <\/li>\n                                                                                                                                                <\/ul>\n                                        <\/div>\n                                                                    \n                                  \n                            <\/div>\n\n                            <div class=\"howto-footer-buttons\">\n                                \n                                                            <\/div>\n                        <\/div>\n\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;&#8221;] Select your Product [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column css=&#8221;.vc_custom_1744680784406{padding-top: 0px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":35404,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-107837","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How-to Resources (desktop) - Act!<\/title>\n<meta name=\"description\" content=\"Essential tips on how to maximize your desktop experience with Act! 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