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 Advanced Queries
Adding Queries to the Lookup Menu
Creating a Macro
Adding Macros to the Toolbar
Importing, Exporting, and Synchronizing Data
Exchanging Data Using Hand-held Devices
Specifying Startup Settings
Modifying Fields in a Database
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
- Prerequisites & Certificates
Course Prerequisite: Required: Understanding of Act! Introduction topics.
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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