ACT! by Sage 2006
Author:Arthur L. Lee
Language:
Category:Programming,
Lessons:0 | 0 hrs
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ACT! by Sage 2006

Introduction

What Is Contact Management Software?
Overview of ACT! Training

The Basics

Starting Your ACT! Software
ACT! Terminology pt. 1
ACT! Terminology pt. 2
Contact Record Basics
Browsing Records
Layouts

Working With Your Contacts

Locating Contacts with Lookup
Lookup Variations
Customizing a Contact List
Using Tag Mode vs. Edit Mode

Scheduling Your Day with ACT!

Managing Activities pt. 1
Managing Activities pt. 2
Using Alarms
Using the Calendar
Working with Notes and History pt. 1
Working with Notes and History pt. 2
Organizing with the Task List
Managing from the Task List
Modifying Scheduled Activities
Scheduling Recurring Activities
Creating and Using an Activity Series pt. 1
Creating and Using an Activity Series pt. 2
Clearing Activities

Querying ACT!

Lookups by Example
Using and Modifying Queries
Grouping Queries

Groups and Companies

Displaying Group & Company Lookups
Understanding Group & Company Management
Creating and Populating a Group or Company
Working with Groups and Companies

Getting It In Writing

Creating with the ACT! Word Processor
Using Templates for Letters/Faxes/Memos
Integrating MS Word with ACT! 2006
Creating Mail Merges
Printing Envelopes and Labels

Using E-mail and Internet

Configuring ACT! E-mail
Integrating ACT! With Microsoft Outlook
Using Internet Services

Tracking Opportunities

Creating Opportunities pt. 1
Creating Opportunities pt. 2
Managing Opportunities
Creating Opportunity Reports

Database Design

Creating a New Database
Customizing Fields
Managing Field Behavior
Designing Layouts
Customizing Menus and Toolbars pt. 1
Customizing Menus and Toolbars pt. 2

Designing Reports

Report Basics
Phone List and Contact Directory
Report Filters
Basic Report Templates

Database Administration

Database Administration Overview
Defining Users
Creating a Backup
Setting Up Multi-User Databases
Cleaning Up Your D

Sponsors