The easiest way to record a phone conversation in Act! is to lookup a contact record and press CTRL-H.  But, it defaults to “Appointment Completed” in Act! 2011+.  Most of my clients prefer “Call Completed”, and there is no way to change this within Act!.

The solution is to download this free tool allows you to change the default setting from “Appointment Completed” to “Call Completed” or a customized entry for Act! 2011+.