Setting options for contact, group, and opportunity records

ACT! Premium Web 2005 Server

Setting options for contact, group, and opportunity records

To set options for contact, group, and opportunity records

  1. From the Tools menu, click Preferences.

  2. Click the Startup tab.

  1. In the Make new contacts field, select Public, Private, or Limited Access.

  1. In the Make new groups field, select Public or Private.

  2. In the Make new opportunities field, select Public or Private.

  3. To link new contacts to their company record, select Automatically link new contacts to their company record.

  4. To have views open in separate windows, select Open each view in its own window.