alphabyte - IT and Training Consultants

Course Outline

Course:

ACT! 9 Professional for Administrators

Duration:

1 day

Objectives:

This course is designed to give delegates an overview of the use of their ACT! database as well as details discussion and instruction as to how to administer the database to get the best from their data. 

Pre-Requisites:

Delegates should be familiar with the Microsoft Windows environment and basic word processing techniques.  A working knowledge of ACT! is useful but not essential.

Topics:

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An Overview of ACT!
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The Contact Screens

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Contact List

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Notes & History

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Sales Opportunities

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Companies

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Activities

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Searching & Sorting

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Using Lookups
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Simple Lookups

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Lookup By Example

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Keyword Searches

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Saving Lookups as Queries

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Modifying Menus

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Creating Groups and Sub-groups
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Group Membership

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Membership Rules

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Working with Companies
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Company List

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Company Membership

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Customising the Database
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Define Fields

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Customising Layouts

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Templates
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Letters, E-Mails and Faxes

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Reports

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Administration
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Installation Settings

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User Accounts

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Database Maintenance

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Backup and Restore

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ACT! Diagnostics

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Proprietor: Kathy Jarvis
alphabyte, 19 Leigh Drive, Wickham Bishops, Essex CM8 3JS
Tel/Fax: 01621 892336  Mobile: 07710 534128  email: kathy@alphabyte.co.uk