Act! Advanced Course Outline
Aims of the One-Day Course
This advanced course is suitable for existing users who need to learn
the advanced features of contact management such as modifying templates
and reports, performing complex lookups, customising the database and
automating procedures. The course is 100% hands-on, with exercises to
help the trainees practice the new skills they learn.
Course Content
- Creating and Using Queries
- Creating Queries
- Creating Advanced Queries
- Adding Queries to the Lookup Menu
- Creating Macros
- Creating a Macro
- Adding Macros to the Toolbar
- Importing, Exporting and Synchronizing Data
- Importing Data
- Exporting Data
- Synchronizing Data
- Exchanging Data using Hand Held Devices (on-site &
using customer’s equipment only)
- Customising Act!
- Specifying Startup Settings
- Modifying Fields in a Database
- Modifying Layouts
- Modifying Menus & Keyboard Shortcuts
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- Working with Templates and Mail Merge
- Creating a Mail Merge Template
- Generating Form Letters
- Adding Templates to the Write Menu
- Customizing Report Templates
- Modifying Report Templates
- Using a Custom Report Template
- Administration of your Act! Database
- Managing Data Security
- Performing System Maintenance
- Internet & E-Mail Features
- Email functionality
- Internet Services
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Prerequisites
Trainees should have attended the Level One course or have a good working
knowledge of the software.
Course Duration
Six hours (9.30am to 12.30pm and 1.30pm to 4.30pm).
Prices
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