The course is aimed at both users of Act! and managers.

COURSE CONTENT

This course aim is to introduce all of the key features of Act!, running in a network environment or single PC environment

• Basic concepts of Act!
• The structure of the contact list and the screen explained
• Logging on and changing passwords
• Managing the contacts list
• Navigating, sorting, selecting records, viewing, searching, adding and modifying records
• Creating and modifying notes
• Creating and printing letters, faxes and labels
• Mail merge
• Creating simple templates
• Making and receiving ‘phone calls and using the ‘phone log
• The tasks and Calendar
• Creating and modifying tasks and appointments
• Setting and responding to alarms
• Recurring and Group appointments
• Completing appointments
• Printing reports
• Managing e-mail
• Sending to one or more contacts
• Use of E-mail window, including adding a document from an incoming e-mail
• Accessing a client’s web page

The course is aimed at users of Act! who have the majority of skills  shown in level 1 and looking to become more efficient in using their Act! software within their organisation.

COURSE CONTENT

Delegates will build on current knowledge of Act!, learning more advanced features and extend their knowledge of the product.

• Adding new records and relating records
• Advanced selection techniques
• Creating various types of Lookups
• Advanced search techniques
• Creating and modifying column set-ups
• Creating favourite workspace. Resetting to default.  Customising toolbars.  Changing formats
• Modifying user preferences for calendar, reports, labels, and envelopes. Modifying user properties
• Global edit
• Inserting objects. Linking and embedding
• Creating templates, inserting merge fields
• Advanced notes. Searching notes, printing note reports and future dating
• Charting Data by looking at the key reports available within Act!
• Using the Personal window. Adding notes, creating and using accounts.  Printing accounts
• Assigning Users to a New Database – Setting the Preferences for a New Database. Importing Data from Other Applications – Exporting Data from Act!

This course is aimed at competent users of Act! and will further enhance their Act! experience to become Act! Power users.

COURSE CONTENT

Delegates will be users who are responsible for the ongoing management of a Act!  installation        

• Creating and managing user defined fields
• Adding, and deleting users. Security preferences.  Creating and managing   groups
• Checking Database Integrity and undertaking database housekeeping routines
• Modifying system options and system defaults
• Managing contacts who move
• Creating duplicate entries. Checking for duplicates and combining records
• Policy issues relating to old records. Deleting records.  Deleting address books.  Removing address books from the list available
• Purging notes and documents
• Integration with other applications, such as MS Word and Outlook
• Transferring data. Transfer preferences
• Importing data. Two pass imports.  Exporting data.  Creating catalogues
• Back-up cycles. Creating back-ups.  Restoring from a back-up
• Policy and procedure issues discussed. Managing feedback
• Recording and using   Using   macros in Word
• Creating custom toolbars. Running applications, files, macros and UDF file data from a toolbar button.  Going to a web site
• Checking database integrity via Compressing and Re-indexing procedures
• Using the ActDiag Tool