ACT! 2007 Advanced Training CourseThis is a one-day course designed for the ACT! user who will be carrying out the maintenance and management of the company's ACT! databases. By the end of the course the delegates can expect to have a thorough understanding of ACT! and its structure in a networked environment including synchronisation with remote users. Delegates are expected to have either completed both the basic and intermediate courses or be seasoned ACT! users. A basic knowledge of working in a windows environment and use of Excel are recommended.
9:30 - 1:00
ACT! 2007 on the network
- Understanding how Act! 2005 works on a SQL based network
- Location of the ACT! 2005 folders and program files
- Understanding integration of ACT! 2005 with other applications (Outlook)
Sharing ACT! 2007 with remote users
- Understanding the use of synchronisation
- Understanding what is synchronised and when
- How to synchronise your ACT! 2005 database
Working with a new ACT! 2007 database
- Creating a new ACT! 2005 database
- Understanding the ACT! User and the "My Record"
- Adding, deleting and reassigning ACY! 2005 users
- Managing the various ACT! 2005 users and their security role
Customizing the ACT! 2007 database
- Understanding system fields
- Understanding the use of layouts
- Understanding the field definitions and their uses
- Custom fields
- Customizing and or editing existing layouts
- Customizing menus and toolbars for all or some users
01:45 - 4:30
Working with contact data
- Importing and exporting to and from ACT! 2007
- Exporting Contacts, Groups or Companies
- Exporting partial contact information
Working with ACT! Professional Report templates
- Understanding ACT! 2007 reports
- Creating new reports templates
- Editing existing ACT! 2007 report templates
Database Maintenance
- Scanning for duplicates
- Setting reminders
- Clearing old Notes, Histories and Activities
- Setting reminders
- General Do's and Don'ts for database integrity
- Some common error messages
- When to call an expert
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