Sage Circle of Excellence Overall Winner 2009
SalesLogix Business Partner of the Year 2009
ACT! Business Partner of the year for 6 consecutive years
ACT! Software Advanced Training Course
This 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. Manuals that cover the day's topics will be provided to each delegate. Delegates are also encouraged to bring their own questions list for troubleshooting ACT!
9:30 - 1:00
ACT! on the network
- Understanding how ACT! works via shared folder on the network
- Location of the local ACT! folders and program files
- Understanding integration of ACT! with other applications (Outlook)
Sharing ACT! with remote users
- Understanding different types of synchronisation
- Understanding what is synchronised and when
- How to synchronise your ACT! Databases
Working with a new ACT! Database
- Understanding the ACT! database structure
- Creating a new ACT! database
- Understanding the ACT! user and the 'MY RECORD'
- Adding the Users to an existing or new ACT! database
- Deleting, reassigning, and managing ACT! users
Customising the ACT! Database
- Understanding system fields
- Understanding the use of layouts
- Understanding field definitions and their uses
- Custom fields
- Customising and or editing existing layouts
- Customising menus and toolbars for all or some users
- Customising the dropdowns in Sales and Opportunities
1:45 - 4:30
Working with contact data
- Importing and exporting to and from ACT!
- Importing contact information from Outlook
- Exporting groups
- Exporting partial contact information
Working with ACT! report templates
- Understanding ACT! reports
- Creating new report templates
- Editing existing ACT! templates
Database Maintenance
- Routine maintenance of the ACT! database
- Scanning for duplicates
- Clearing out old notes, histories and activities
- Setting reminders
- General Do's and Don'ts for database integrity
- Some common error messages
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