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This course looks at creating and using queries, creating macros, importing, exporting, and synchronizing data, customizing Act!, working with templates and mail merge, customizing report templates, and internet and e-mail features.


 
Course Outline

This course will introduce you to the advanced features of contact management. You will probably get the most out of this course if you want to learn how to modify templates and reports, perform complex lookups, customize a database, automate procedures, exchange data, perform database maintenance, and link to the Internet.

This course is classroom style instruction: Instructor-led, hands-on training.

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
Exchanging Data Using Hand-held Devices
Synchronizing Data

Customizing Act!
Specifying Startup Settings
Modifying Fields in a Database
Modifying Layouts
Modifying Menus and Keyboard Shortcuts

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

Administrating Your ACT! Database
Managing Data Security
Performing System Maintenance

Internet and E-mail Features
Internet Services
Email Functionality

 

 

 


Prerequisites & Certificates
Pre-Requisites

Course Prerequisite: Required: Understanding of Act! Introduction topics.

Certificates offered

Participants receive with this course: * courseware (notes on all topics covered, along with exercises used during course). * a certificate of completion


Cancellation Policy

Map & Reviews
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This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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