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Provided by: AspenTech Consulting Group, Inc ACT Customization and Administration Training ClassDesktop Computer Software |
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Training
Provided by AspenTech Consulting Group, Inc
This class is ideal for either a corporate ACT Administrator responsible for customizing a shared database on a network or a single user looking for a greater degree of ACT! customization fields and layout) and productivity. This class will review database design principles, as well as tips & tricks for easy customization. Installation and maintenance of ACT on a network will also be covered.
This class is very interactive with hands-on instruction, using state-of-the-art laptops in our custom designed-classroom. You will receive a manual for reference, a quick reference sheet for frequently used functions and other valuable tools. This class is taught by an ACT Premier Trainer / ACT Certified Consultant and is limited to 6 students so register early Continental breakfast, lunch and breaks are included in your day.
Related Software Programs or Products: ACT Contact Management and CRM Software
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ACT Customization and Administration Training Class Seminar Schedule
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ACT Customization and Administration Training Class
General
o Basic Needs Assessment: The Logic Behind the Database
Customizing ACT
o Creating Databases
o Adding and Modifying Data Fields & Layouts
o Adding Custom Tabs
o Customizing the Sales Process & Opportunities
o Adding Custom Activities
o Customizing Templates for Mail Merges - Written & Email
o Designing ACT Reports Custom Events
o Customizing Menus & Toolbars
ACT Administration
o ACT Installation & Optimization
o Multi-User Database Configuration
o User Roles, Permissions & Security
o Database Maintenance
o Advanced Lookups & Queries
o Synchronization
o Conversion of Older ACT Databases
Wrap Up
o Top 3 Tasks for Getting Started
o Summary of Tools and References
o Basic Needs Assessment: The Logic Behind the Database
Customizing ACT
o Creating Databases
o Adding and Modifying Data Fields & Layouts
o Adding Custom Tabs
o Customizing the Sales Process & Opportunities
o Adding Custom Activities
o Customizing Templates for Mail Merges - Written & Email
o Designing ACT Reports Custom Events
o Customizing Menus & Toolbars
ACT Administration
o ACT Installation & Optimization
o Multi-User Database Configuration
o User Roles, Permissions & Security
o Database Maintenance
o Advanced Lookups & Queries
o Synchronization
o Conversion of Older ACT Databases
Wrap Up
o Top 3 Tasks for Getting Started
o Summary of Tools and References
About The Training Provider: AspenTech Consulting Group, Inc
AspenTech Consulting Group, Inc - AspenTech Consulting Group is an ACT Certified Consultant and ACT Premier Trainer. We have been providing ACT consulting and training services to our clients since 1994. Offering public training classes, custom private training and online training, we have the solution for you. And as the most experienced ACT consultants and trainers in Michigan, we are confident we can help any organization...
