Tony Holowitz: Your Act CRM Software Expert

Offering Support for All Versions of Act CRM Software
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The Act Edit Menu

Today we are going to explore Act’s Edit Menu to show you some of the key points of using this menu.

This menu gives you options to manipulate data within Act and I cannot stress enough how important it is to make backups before you make radical changes to your Act data. You will never be mad at yourself if you take a little of time to be safe by creating multiple incremental backups. You will make a mistake…eventually. Thankfully, the backups you made will save you.

As a computer user and Act user it is good to know about a few keyboard shortcuts that play a role on this menu and a few more:

  • Ctrl C is the keyboard shortcut for Copy
  • Ctrl V is the keyboard shortcut for Paste
  • Ctrl X is the keyboard shortcut for Cut
  • Ctrl P is the keyboard shortcut to Print
  • Ctrl Z is the keyboard shortcut to Undo


Act’s edit menu allows you to copy, move and swap data and this video explores and explains that in greater detail. Enjoy.

The Act File Menu

If you are new to Act, or even a long time Act user, sometimes we take the tools right in front of us for granted. The file menu in Act offers a lot of functions that you should be aware of. Some of the items a rather obvious and some of the items need a little bit of an explanation.

The video above will show you and give you my opinion on some of the functions under the file menu in Act. If you have any questions about any of the things I discuss or would like to learn more, please contact me to discuss. Thank you.

Act Software Fundamentals: File Menu

Upgrading Act: How do I upgrade my Act Software?

In this tutorial I will teach you how prepare to install an upgrade of your Act software.

Let me just clarify the key point here: this tutorial talks about upgrading your Act software from one year to the next. For example, you might be upgrading your Act software from version 19 to version 20. Occasionally, through the course of the year you might receive notices that there is an update available. That is different from an upgrade and if you have any questions please feel free to reach out to me (Tony Holowitz: 781-728-9777) and I would be more than happy to answer those questions.

The 1st Step to upgrading your software is to make a backup of your database. When you uninstall Act software the proper way the data will not be removed. All that will be removed is the actual software, not the data. I asked you to make a backup because I think it is a good habit to get into but not necessary for this tutorial about how to upgrade your Act database to a new version. It is just a safety net.

The 2nd Step is to go into the control panel of your computer and uninstall Act. The video I have included with this tutorial will show you how to complete that task.

The 3rd Step is to reboot your computer before you install the newest version of Act. When you install the newest version of Act you might be prompted to reboot again. No problem. Just allow the software to reboot your computer a 2nd time. It is no big deal. When your computer restarts it will initiate the install again, so you don’t have to do anything.