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Act! List View Manager

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How to share your views among different users

How to save and load a view

To save the current list view whether a contact, company, group or opportunity list view, simply launch the add-on (icon on your toolbar or Tools>ACT! List View Manager) and click the Add... button. You'll be prompted to enter a name which will then appear in the list of views that are available to be loaded.

To load a view, select the view in the list that has been added to your toolbar. In the screenshot below, we show the Opportunity toolbar with the added dropdown list.

PREVIOUS TOPIC
Trial version

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How to share your views among different users

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