Purchase Courseware

Easy-to-use user's guide for learning more about how you can use ACT! everyday to become more efficient. You can use this guide for self-paced learning or for instructor-led training.

• A Description of each topic is displayed first.
• A step-by-step Procedure follows each "Description." (We would never bury this important information in a paragraph!)
• After you have reviewed the basic information outlined in the "Procedure", you can try it out in the Mini-Exercise section. No exercise is dependent upon the completion of a previous session. That way you can stop and start where you like or even skip around.

In this courseware, you fill find the following topics:

The Basics

What's Contact Management Software?
Starting ACT!
Log on
Opening a Database
Setting Up For Class
Opening Other Databases
ACT! Screen Elements
Toolbar Buttons
The Navigation Bar Menu
Layout Tabs
Sizing the Contact Detail Window
Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields
Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Preferences
Deleting Contacts

Working Your 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, Any fields
Lookup Annual Events
Tag Mode
Lookup and Omit Tagged Records
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Taking Notes

Working Your Schedule

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
Calendar vs. Task List
The Task List
Filtering the Task List
Creating a Lookup from the Task List
Task List Pop-ups
Displaying the Mini-calendar any time
Modifying Scheduled Activities
Clearing Activities
Deleting a Note or History
Recording Unscheduled Activity to History
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 for Other ACT! Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Scheduling Activities using the Calendar
Printing the Calendar
Roll Over
Sharing Outlook and ACT! Activities
Automatically Sync Outlook with ACT!
Events

Working with Paper

Creating Letters, Memos, and Fax Covers
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

Working with E-mail

ACT!’s E-Mail
Setting Up Your E-mail in ACT!
Understanding ACT! E-mail Window
Sending E-mail from ACT! E-mail
Send/Receive Button
ACT! Makes You Glad You Use Outlook
Setting Up the Default History Option
Sending E-mail from the Contact
Sending an E-mail from Outlook
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Creating an Activity from an E-Mail
E-Mail Merge
Creating the E-mail Template
Insert Hyperlink
Merging the E-mail Template
Sending an E-mail to a Group
One E-mail…Lots of Addresses

Working with Internet Services

The Internet
Internet Services Icon
View, Internet Services
Attaching Web Pages

Working in the Documents Tab

Attachments
Opening  and Editing Files
Removing Files from the Documents Tab

Working With Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Linking Contacts to Companies
Create a Company from a Contact
Link/Associate - What’s the difference?
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts.
Pulling Changes from Company Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunity List View
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph

Working with Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views.
Make Dashboard Your Startup View

Working with Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up a Sync Schedule
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
Automatic Update Notification