Act! Web Info Tab

You know that laundry basket that your significant other no longer even sees?  That one that’s been sitting on the sofa for a week or more?  It’s been there so long it’s become invisible.  There are features in Act! like that.  They have just been sitting there, you may have clicked them once, but because there was no hook, nothing compelling that worked well for you, you completely forget about it.  The Web Info tab is one of those for a lot of users.  We may just change that.

One of the great things about Act! is that it is designed to be a virtual one-stop-shop.  The Web Info tab is a browser built right into your Act! interface.  If you are like me, you don’t think to go to Act! to Google someone.  You just open your web browser, and Google it.  Outside of Act!.  We aren’t sure that simply doing a browser search is compelling enough to keep you in Act!, so let’s look at a few that are:

Google Driving Directions – This one is there on your Web Info tab out-of-the-box.  It’s also one that is a time saver.  We love to show this off in trainings where the users are on the road a lot.  If you know who you are going to see that day, use the Google Driving Directions to get you there.  Just click the Lookup button in the calendar toolbar. (It’s the magnifying glass.)  It pulls the address from your My Record as the starting point, to the Contact’s main address.

Ok, that’s a little obvious.  Let’s say you are driving to customers a lot and hate trying to find parking.  Or what if you need restaurants near your appointments?  We can create custom web info links that save you time and make your job easier.  As an example, we created a couple custom links – one for Parkopedia, another for Urbanspoon.  Both use the Contact fields to find resources close by. 

Pretty slick, right?  If this sparked an idea for a customization you’d like in your database, give us a shout.  We’d love to help make it happen.