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Objectives
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Course
OutlinesUnit 1: Advanced lookups and queries |
Unit 5: Outlook integration |
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Topic A: Advanced queries |
Topic A: Specifying Outlook and ACT! settings |
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Topic B: Lookups by example |
Topic B: Sending messages to ACT! contacts |
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Topic C: Additional lookups |
Topic C: Sharing ACT! and Outlook activities |
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Topic D: Company lookups |
Unit 6: Advanced activities |
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Topic E: Group lookups |
Topic A: Using the Task List |
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Topic F: Opportunity lookups |
Topic B: Managing activity types and priorities |
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Unit 2: Performing a mail merge |
Topic C: Managing resources |
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Topic A: Working with document templates |
Topic D: Working with multiple activities |
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Topic B: Personalizing document templates |
Topic E: Scheduling an activity series |
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Topic C: Performing a mail merge |
Topic F: Workgroup calendar features |
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Unit 3: Document and file management |
Topic G: Setting activity preferences |
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Topic A: The Documents tab |
Topic H: Printing a calendar |
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Topic B: Attaching files |
Unit 7: Opportunity management |
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Unit 4: Sending mass e-mail messages |
Topic A: Viewing opportunities |
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Topic A: Working with e-mail templates |
Topic B: Adding and removing opportunities |
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Topic B: Performing a mass e-mail merge |
Topic C: Generating quotes |
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Topic D: Exporting opportunities to Excel |
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Topic E: Managing the opportunity process |
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Topic F: Maintaining a product list |
Objectives
- Perform advanced lookups and queries.
- Work with document templates and perform a mail merge.
- Manage documents and files.
- Work with e-mail templates and send a mass e-mail message.
- Integrate ACT! 2007 and Outlook to send messages and
share activities.
- Work with the Task List, create custom activity types
and priorities, create and schedule resources, grant
calendar access and print activity calendars.
- Manage opportunities.
ACT! 2007: Administration
Private Class: $1,800.00 per day register now
Manual 200 pages: $149.95
Description
This ILT Series course is aimed at system administrators who support ACT! 2007 users. Students will learn how to install ACT! 2007, convert a database from a previous version, create and delete a database, import contacts from another data source, manage users and teams, and restrict contact access. They'll also create and manage database fields and drop-down lists, and use a Layout Designer to modify data input screens. In addition, they'll set general system preferences, such as scheduling and communication preferences, and create a custom command and add it to the menu and toolbar for easy user access. Finally, they'll backup and restore a database, perform routine maintenance, use the ACT! Diagnostic Tool, configure a network synchronization service, manage Sync Sets, and create and deploy a remote database. The manual is designed for quick scanning in the classroom and filled with interactive exercises that help ensure student success.
Course Length: One day
Table of Contents
Unit 1: Installation and conversion |
Unit 5: Setting preferences |
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Topic A: Installing ACT! 2007 |
Topic A: Setting general preferences |
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Topic B: Upgrading from ACT! 6.0 |
Topic B: Setting calendar and scheduling preferences |
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Topic C: Opening a database |
Topic C: Setting communication preferences |
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Unit 2: Database creation |
Unit 6: Menu and toolbar customization |
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Topic A: Creating and deleting databases |
Topic A: Creating custom commands |
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Topic B: Importing and exporting contacts |
Topic B: Adding and removing menu and toolbar commands |
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Topic C: Managing user accounts |
Topic C: Customizing the navigation bar |
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Topic D: Managing teams |
Unit 7: Database maintenance |
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Unit 3: Defining fields |
Topic A: Backing up and restoring a database |
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Topic A: Adding new fields |
Topic B: Performing routine maintenance |
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Topic B: Editing and removing fields |
Topic C: Using the ACT! Diagnostic Tool (ACTDIAG) |
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Topic C: Managing drop-down lists |
Unit 8: Synchronization |
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Unit 4: Designing layouts |
Topic A: Managing the sync server |
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Topic A: Working with layouts |
Topic B: Managing the Sync Set |
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Topic B: Adding tabs and fields |
Topic C: Creating and deploying a remote database |
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Topic C: Adding objects to a layout |
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Topic D: Fine-tuning a layout |
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Topic E: Setting field entry order |
Objectives
- Install ACT! 2007, convert an ACT! 6.0 database to an
ACT! 2007 database, and open a database and examine its
PAD file.
- Create and delete a database, import contacts from another
data source, manage users, manage teams, and restrict contact
access.
- Add, edit, and remove database fields, and create and
manage drop-down lists.
- Use the Layout Designer to add tabs, fields, and objects
to a layout, fine-tune a layout, and set field entry
order.
- Set general system preferences, calendar and scheduling
preferences, and communication preferences.
- Create a custom command, add and remove menu and toolbar
commands, and customize the navigation bar.
- use the ACT! Diagnostic Tool.
- Configure a network synchronization service, create and manage Sync Sets, and create and deploy a remote database.
The Official ACT! 2007 QuickStudy Guide
The Official ACT! QuickStudy Guide steps you through using
all the great new features in ACT! 2007. Learn HTML e-mail,
Enhanced Outlook™ Integration, and Active Libraries,
in easy-to-use, easy-to-understand exercises. Master ACT!
while becoming more productive than ever. Learn everything
you'll ever need to know about ACT! — from entering,
saving, and sorting contacts to completely customizing fields
and screens to match your business processes!
- Learn ACT! at your own pace on your own time — even
learn modules in the order you choose.
- Explore powerful
productivity features that you didn’t
even know about.
- Get — and stay — ahead of
your competition.
- Ideal for all ACT! users — individuals, small businesses, and corporate customers.
You’ll get more than 100 complete, self-paced interactive exercises featuring real-world lessons to teach beginning, intermediate, and advanced techniques. Plus, you’ll get what no other book on ACT! offers — an official training guide directly from the makers of ACT!
The interactive exercises cover topics that range from basic usage to advanced customization techniques, none of which are dependent on the completion of previous exercises. The Official ACT! QuickStudy Guide allows users to learn what they want, when they want to.
Managing Contacts with ACT! 2006:
Covers ACT! 2006 and
ACT! 2006 Premium for Workgroups
With ACT! 2006, you've already purchased the most comprehensive contact management software available. Now you've found the perfect resource to ensure that you get the most out of your investment! "Managing Contacts with ACT! 2006" is a one-of-a-kind guide to successful contact management.
By working through several hands-on tasks, you'll learn the most important features available in Version 2006—including setting up a new contact or company, tracking activities, managing opportunities, grouping data, and more.
Get ready to master the tips you need for effective contact management from start to finish!
For more information call (514) 488-1300 or (888) 483-1300
| Montreal: (514) 488-1300Fax: (514) 488-3996 |
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