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ACT! Outlines
ACT! Introduction ACT! Intermediate
Lesson 1: Overview of ACT!
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ACT!: An Overview
- Viewing and Editing Contact Database Records
Lesson 2: Creating a Contact Database
- Creating a Contact Database
- Editing a Contact Database
- Printing an Address Book
Lesson 3: Locating Contacts
- Finding Contacts
- Viewing Contacts
- Sorting Contacts
Lesson 4: Organizing Contacts
- Categorizing Contacts
- Grouping Contacts
- Managing Contact Groups
Lesson 5: Working with Calendars and
Activities
- Working with Calendar Views
- Scheduling Activities
- Working in Task List View
- Managing Activities
Lesson 6: Organizing Sales Opportunities and
Contact Activity
- Creating Sales Opportunities
- Looking Up Contact Activity
- Looking Up Annual Events
- Using SideACT! to Manage Notes and Activities
Lesson 7: Creating Word Processor Documents
- Creating a Letter
- Formatting Documents
- Viewing Other Templates
- Working with the Library Tab
Lesson 1: Creating and Using Queries
- Creating Queries
- Creating Advanced Queries
- Adding Queries to the Lookup Menu
Lesson 2: Creating Macros
- Creating a Macro
- Adding Macros to the Toolbar
Lesson 3: Importing, Exporting, and
Synchronizing Data
- Importing Data
- Exporting Data
- Exchanging Data Using Hand-held Devices
- Synchronizing Data
Lesson 4: Customizing ACT!
- Specifying Startup Settings
- Modifying Fields in a Database
- Modifying Layouts
- Modifying Menus and Keyboard Shortcuts
Lesson 5: Working with Templates and Mail
Merge
- Creating a Mail Merge Template
- Generating Form Letters
- Adding Templates to the Write Menu
Lesson 6: Customizing Report Templates
- Modifying Report Templates
- Using a Custom Report Template
Lesson 7: Administrating Your ACT! Database
- Managing Data Security
- Performing System Maintenance
Lesson 8: Internet and E-mail Features
- Internet Services
- Email Functionality
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