Act! - 2 Days

Day 1

Overview:

You will learn how to open an existing database and become familiar with the ACT environment. You will create a new database; edit and create records; organize and manage contact records; schedule and manage activities at the contact level, calendar level, and/or within a task list; create, edit and format documents using the ACT word processor.

Starting ACT!

• Orientation to ACT!

Creating a Contact Database

• Creating a New Database
• Editing a Contact Database
• Printing an Address Book

Locating Contacts

• Finding Contacts
• Viewing Contacts
• Sorting Contacts

Organizing Contacts

• Categorizing and Grouping Contacts
• Managing Contact Groups

Scheduling Activities

• Scheduling Activities in the Contacts Window
• Managing Activities
• Scheduling Recurring Activities
• Creating Sales Opportunities

Working with Activities in Other ACT! Windows

• Working in the Calendar Window
• Working in the Task List Window
• Using SideAct!

Day 2

Overview:

Students will learn how to perform complex lookups, record and run macros, import, export and synchronize data from an ACT! Database, Customize an ACT! Database, work with templates, create and edit report templates, manage a database, and connect to the World Wide Web by using Internet links.

Creating and Using Queries

• Creating and Using Queries
• Creating Advanced Queries

Creating Macros

• Creating and Using Macros

Importing, Exporting and Synchronizing Data

• Importing Data
• Exporting and Exchanging Data
• Synchronizing Data

Customizing ACT!

• Modifying Fields
• Modifying Layouts
• Modifying Menus and Keyboard Shortcuts

Working with Templates and Mail Merge

• Creating a Mail Merge Template
• Generating Form Letters

Customizing Report Templates

• Modifying Report Templates

Administrating Your ACT! Database

• Managing Data Security
• Performing System Maintenance

Internet Features

• Internet Links