What's Contact Management Software?
ACT! vs. ACT! Premium for Workgroups
Starting ACT!
Log on
Opening a Database
Setting Up For Class
Opening Other Databases
ACT! Screen Elements
The Navigation Bar Menu
Toolbar Buttons
Layouts
Layout Tabs
Sizing the Contact Detail Window
Contact Record Basics
The Anatomy of a Contact Record
The “My Record” Contact Record
My Record
Contact Fields
Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Preferences
Deleting Contacts
Locating Contacts
Browsing Records
The Contact List
Sorting the Contact List
Adding and Removing Columns
The Lookup Menu
The Effects of a Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Keyword Searches
Lookup Annual Events
Tag Mode
Lookup and Omit Tagged Records
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Taking Notes
Activities
Calls, Meetings, and To-dos
Invitations
Responding to an Invitation
Using the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
More on Mini-calendars
Modifying the Navigation Bar
Calendar vs. Task List
The Task List
Filtering the Task List
Task List Pop-ups
Modifying Scheduled Activities
Clearing Activities
Deleting a Note or History
Recording an Unscheduled Activity
Recording History to Multiple Contacts
History vs. Notes
Scheduling-General Tab
Scheduling for Multiple Contacts
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Sending an E-mail reminder
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Scheduling Activities using the
Calendar
Printing the Calendar
Roll Over
Sharing Outlook and ACT! Activities
Events
Creating Letters, Memos, Fax Cover
Pages
Printing Documents
Editing the Attached Document
Custom Templates
Creating a Custom Document Template
Merging the Template with a Lookup
Envelopes and Mailing Labels
Choosing a Word Processor
New Menu Item in Word
ACT! Reports
The Anatomy of an ACT! Report
Which Report Do I Want?
You’ve Got Mail
Understanding ACT! E-mail Window
Reading Your E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Sending E-mail from the Contact
Creating a Contact from an E-mail
Creating an Activity from an E-Mail
Attach an E-mail to a Contact
E-Mail Merge
Creating the E-mail Template
Merging the E-mail Template
One E-mail…Lots of Addresses
ACT! Makes You Glad You Use Outlook
Adding ACT! Address Book to Outlook
Setting Up Default Outlook History
Sending an E-mail from Outlook
Attaching Outlook E-Mail to Contacts
The Internet
Internet Services Icon
View, Internet Services
Attaching Web Pages
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating, Populating a Group or
Company
Adding Multiple Contacts to Group/Co
Linking Contacts to Companies
Disabling a Company Link
Pushing Company Changes to Contacts
Create a Contact from a Company
Convert a Group to a Company
Divisions and Subgroups
What's the Up Button?
Move or Promote a Division
Cumulative Views of Notes, History,
etc.
Note, History, Activity or Opportunity
Associating Items with a Co/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups
Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunity Management
Opportunity List View
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up a Sync Schedule
Set up a Sync Schedule with Scheduler
Using the Subscription List in Remotes
Understanding Security Roles
User Roles and Permissions
Automatic Update Notification
Upgrading to ACT!
ACT! 2006
Two Versions
Starting ACT!
Log on
Opening a Database
Setting Up For Class
Opening Other Databases
ACT! Screen Differences
Changing the Navigation Bar Menu
Understanding Security Roles
Automatic Update Notification
Contact Record Changes
Layout Tabs
Contact Field Changes
Drop-down with Multiple Selections
New Field Types
New Default Fields
Contact Record Level Security
Secondary Contacts
Promoting From Within
Changes to Notes and Histories
The Contact List
Adding and Removing Columns
The Lookup Menu
Tag Mode
Lookup and Omit Tagged Records
Lookups on Secondary Contact Fields
Lookup, Any fields
Cleaning Up Duplicates
Tips for Dealing with Duplicates
Combine Duplicate Records
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Reviewing Activities
Attachments
Availability Tab
Responding to an Invitation
Events
New Calendar Views
Navigation Tips for the Calendar Views
The Today Button
More On Mini-calendars
Filtering a Calendar or Task List View
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Granting Calendar Access
Activity Series
Roll Over
Sharing Outlook and ACT! Activities
Writing Letters & E-mails
Creating Letters, Memos, Fax Cover Pages
Printing Documents
Editing the Attached Document
New Menu Item in Word
Formatting E-Mail Templates
Create E-mail Message from Template
Auto Spell-check
Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating / Populating a Group or Company
Adding Multiple Contacts to Group/Co
Linking Contacts to Companies
Disabling a Company Link
Pushing Company Changes to Contacts.
Create a Contact from a Company
Convert a Group to a Company
Divisions and Subgroups
What's the Up Button?
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Note, History, Activity or Opportunity
Associating Items with a Co/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups
Creating Opportunities
Creating a Custom Process
Updating an Opportunity
Creating a Quote
Editing the Quote Template
Closing the Deal
Opportunity Management
Opportunity List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up a Sync Schedule
Setup a Sync Schedule with Scheduler
Using the Subscription List in Remotes
User Roles and Permissions
Customizing ACT!
Database Design & Layouts
Creating a New Database
Customizing Fields
Field Attributes
Enter field name and type
Customize field and list behavior
Customize field behavior
Set field triggers
Manage Drop-down Lists
Creating Drop-down Lists for Importing
Importing the Drop-down Lists
Minor Changes to the Drop-down List
Editing the Database Structure
Defining and Modifying Layouts
Designing Layouts
Saving Layouts
The Tool Palette
Formatting Toolbar
Modifying Layouts
Renaming the Field Labels
Moving Objects
Aligning Objects
Adding New Fields to Your Layout
Layout Tabs
Adding Other Objects
Formatting
Changing Background Tab Color
Make Same Width or Height
Testing Your Layouts
Field Entry Order
Customizing Menus and Toolbars
Adding an Object to the
Menu/Toolbar/Keystroke
Resetting Toolbars, Menus, and Keyboard
Creating New Activity Types
Customizing Priorities
Activity Series
Creating a Custom Document Template
Merging the Template with a Lookup
Envelopes and Mailing Labels
ACT! Word Processor
ACT! Toolbar
Ruler
Status Bar
Tables
Graphics
Changing Back
Formatting E-Mail Templates
Adding Signature to E-mail Template
Insert Hyperlink
E-Mail Merge
Creating the E-mail Template
Merging the E-mail Template
One E-mail…Lots of Addresses
Mapping ACT! Fields into Microsoft Excel
Preparing the Excel File
Merging the Excel File
Opportunity Customizations
Creating a Custom Process
Creating Defined Product Lists
Editing the Quote Template
Running & Designing Reports
ACT! Reports
The Anatomy of an ACT! Report
Which Report Do I Want?
Report Templates
The Report Designer Screen
The Report and Page Header Sections
The Detail Section
The Report and Page Footer Sections
Adding Report Objects
Formatting
Is it a Field or a Label?
Sizing Sections
Group By
Section Behavior
Summary Fields
Subreports
Report Filters
Scrunching Fields
Using Custom Reports
Layout Properties
Report Properties
ACT! vs. ACT! Premium for Workgroups
MSDE vs. SQL
Starting ACT!
Log on
Opening a Database
Setting Up For Class
Opening Other Databases
Contact Record Basics Review
The Anatomy of a Contact Record
The “My Record” Contact Record
My Record
Understanding Security Roles
Adding Users
Creating New Logon Users
Creating New Logon Users
Team Management
Limiting Contact Access
Assigning Limited Access to a Lookup
Making Users Inactive
Using Available Documentation
Using the ACT! Knowledge Base
Setting Up a Multi-User Database
Examining Structure
File Structure
Directory Structure
Transferring Database to Another PC
Enable Share on Existing Database
Basic Requirements
Minimum System Requirements
Local Administrator Rights
Installing
Understand/Modify Tools Preferences
File Locations for Multi-User Database
Setting Up E-mail System in ACT!
Adding ACT! Address Book to Outlook
Setting Up Default Outlook History
General Database Maintenance
Setting a Password for Yourself
Automatic Update Notification
Backup
Automatically Backing Up Database
Manually Backing Up Your Database
Restoring a Backup
Check and Repair
Deleting a Database
Cleaning up the Data
Duplicates
Tips for Dealing with Duplicates
Combine Duplicate Records
Edit, Replace
Edit, Swap or Copy Fields
Update Salutation Field
Remove Old Data
Events
Activity Data Mining
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Creating/Populating a Group or Company
Adding Multiple Contacts to Group/Co
Synchronization Maintenance
Synchronizing Databases
Administrator Tasks – Preparation
1. Determine and Setup Connection
2. Define Users
3. Determine Contacts to Synchronize
4. Determine Files to Synchronize
5. Setup the Environment
Administrator Tasks – Setting Up Sync
Enabling Synchronization
Defining Sync Sets
Create Remote Databases
Prepare the Remote Database(s)
Administrator Task – Turning on Sync
Setting up Application Sync
Setting up the Network Sync Service
Setting Up Internet Sync
User Tasks – Remote Database
Modifying Setup for Internet Sync
Synchronizing the Remote Database
Set Up a Sync Schedule
Set Up a Sync Schedule with Scheduler
Using the Subscription List
Administrator Task –Territory
Realignment
Synchronization Troubleshooting
User Roles and Permissions
Converting an older ACT! Database
