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Description Symantec Act! 4
With Symantec ACT! 4 you`ll manage your time by managing your contact information. ACT! 4 is more than an information management software application, or simple electronic Rolodex. It can be thought of as an effective relationship tool that allows users to establish contacts and build and maintain relationships. ACT 4! helps remind users of activities and correspondence regarding contacts, as well as to create and maintain mailing lists. Sales professionals, business owners, trainers, entrepeneurs, business coaches and anyone who needs immediate information regarding contacts can use ACT!. To get started, simply click one of the topics below. |
| Sample - Preview the First 3 chapters of Symantec Act! 4 video free. Free learning Symantec Act! 4 online. |
Getting Started with ACT!
Welcome and Introduction
Getting Started with ACT!
Viewing Contact Info
Viewing the Database
Viewing ACT! Windows
Working with Your Database
Creating a New Database
Entering Data into a Database
Getting Help in ACT!
Modifying Contacts
Working in the Notes/History Tab
Using ACT! Spell Checker
Locating Your Contacts
ACT! and the Internet
Highlights of ACT! 4.0
New In ACT! 4
The Basic Lookup Command
Keyword Lookup
Lookup by Example
Viewing a List of Contacts
Sorting Your Contacts
Modifying the List
Creating and Working with Groups
Overview of Groups
Working with Contacts in Groups
Group Notes, Histories and Attachments
Creating and Working with Groups
Writing Letters and Memos
Getting Started with Word Processing
Writing a Letter or Memo To One Contact
Mail Merge
Creating New
Creating Envelopes and Labels
Using Email from ACT!
Introduction to Email
Setting Up Email
Getting Connected
Creating and Sending an Email Message.
Attachments to Your Email Messages
Reading and Responding to Email
Email Preferences
Making Telephone Calls
Overview & Setup
Making Phone Calls
Faxing from ACT!
Introduction to Faxing from ACT!
Quick Faxes
Faxing Documents
Scheduling Activities
Overview of Scheduling
Scheduling Activities from a Contact Record
Setting Scheduling Preferences
Using the Select Contacts Dialog Box
Clearing Activities
Rescheduling Activities
Recurring Activities
Advanced Scheduling Options
Scheduling Activities Using SideACT!
SideACT! Overview
Using SideACT!
Working in ACT! Calendar Windows
Navigating in Calendar Windows
Scheduling Activities from a Calendar
Scheduling Using Drag and Drop
Rescheduling Activities
Setting Calendar Preferences
Changing the Display of Activities
Using Color and Banners
Daily Activity List
Clearing and Erasing Activities
Printing Calendars
Using the Task List
Modifying Columns in the Task List
Working with Activities from Task List
Grid Lines
Filtering Activities
Creating a Lookup from Selected Activities
Producing Reports
Overview of ACT! Reports
Report Filtering Options
Report Examples
Quick Reports
Tips for Informative Reports
Customizing Report Templates
The Sections Of a Report
Editing Report Templates
Creating and Running Macros
Introduction to Macros
Recording and Running Macros
Modifying Toolbars and Keyboard Shortcuts
Adding a Macro to the Toolbar
Creating Keyboard Shortcuts
Customizing ACT!
Modifying User Fields
Field Attributes
Creating a New Field
Modifying Layouts
Creating a New Layout
Customizing Menus
ACT! Preferences
Data Exchange and Synchronization
Overview of Data Exchange
Importing from Another ACT! Database
Importing a Delimited-Text File
Exporting Data from ACT!
Synchronize Setup
Synchronizing Your Database
Synchronization Preferences
ACT! Maintenance
Using ACT! Backup Utility
Restoring a Backed Up Database
Save a Copy of Database
Password Protection
Allowing Network Access to a Database
ACT! Database Maintenance
Credits
About this Author
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