ACT by Sage 2006

Introduction

1. What Is Contact Management Software?
2. Overview of ACT! Training

The Basics

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

Working With Your Contacts

1. Locating Contacts with Lookup
2. Lookup Variations
3. Customizing a Contact List
4. Using Tag Mode vs. Edit Mode

Scheduling Your Day with ACT!

1. Managing Activities pt. 1
2. Managing Activities pt. 2
3. Using Alarms
4. Using the Calendar
5. Working with Notes and History pt. 1
6. Working with Notes and History pt. 2
7. Organizing with the Task List
8. Managing from the Task List
9. Modifying Scheduled Activities
10. Scheduling Recurring Activities
11. Creating and Using an Activity Series pt. 1
12. Creating and Using an Activity Series pt. 2
13. Clearing Activities

Querying ACT!

1. Lookups by Example
2. Using and Modifying Queries
3. Grouping Queries

Groups and Companies

1. Displaying Group & Company Lookups
2. Understanding Group & Company Management
3. Creating and Populating a Group or Company
4. Working with Groups and Companies

Getting It In Writing

1. Creating with the ACT! Word Processor
2. Using Templates for Letters/Faxes/Memos
3. Integrating MS Word with ACT! 2006
4. Creating Mail Merges
5. Printing Envelopes and Labels

Using E-mail and Internet

1. Configuring ACT! E-mail
2. Integrating ACT! With Microsoft Outlook
3. Using Internet Services

Tracking Opportunities

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

Database Design

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

Designing Reports

1. Report Basics
2. Phone List and Contact Directory
3. Report Filters
4. Basic Report Templates

Database Administration

1. Database Administration Overview
2. Defining Users
3. Creating a Backup
4. Setting Up Multi-User Databases
5. Cleaning Up Your Data
6. Deleting a Database
7. Restoring a Database

Synchronization

1. Synchronization Overview
2. Determining the Connection Method
3. Defining the Users and Contacts
4. Setting Up the Synchronization Environment

Productivity Tools

1. Productivity Tools Overview
2. Assistance
3. Feature Tours
4. Online Manuals
5. Preferences pt. 1
6. Preferences pt. 2
7. Preferences pt. 3
8. Timer
9. Auto Update

Credits

1. About this Author