 |
At last... a how-to manual
on customizing
your own ACT! database.
Does any of this sound familiar?
- You have a really good idea about how you want to customize your own
database, but are not sure how to start.
- The current layouts aren't efficient for your team and need to be
re-arranged.
- The last person who customized the layout didn't line up anything
and it is driving some of the staff batty.
- You want to add a customized letter template to the Write menu, but
can't quite figure out how to do it.
- Your boss asked you to add a few fields to a standard report, but
even thinking about making those changes is giving you a headache.
Customizing ACT! is exactly what you need.
This must-have guide covers all you need to know about ACT database design
for the do-it-yourselfer.
- Learn to add and modify fields in your own database.
- Create layouts that better reflect your work flow.
But the guide doesn't stop there.
This book also helps you to:
- Customize ACT menus and toolbars
- Design custom ACT mail-merge templates.
- Create activity series that your whole team can use.
- Finally, get a better understanding of how to design and run reports using your own ACT database.
This guide is packed with tips, techniques, and shortcuts so you can do in minutes what would otherwise take you hours.
We've covered all you need to know to customize your ACT!. Take a look at the list of topics that are included.
What Information is Included?
Customizing ACT! is divided into 5 areas:
Database Design & Layouts (covers creating a new database, customizing
fields,
managing drop-downs, field security, and defining
and testing your layouts)
Customized Templates (customizing Word or ACT letter and email templates)
Designing Dashboards (using and creating custom dashboards)
Feature Customizations (customizing menus and toolbars, priorities,
new activity types,
activity series, opportunity customizations,
and mapping fields to Excel)
Running & Designing Reports (creating custom reports and adding some
scripting)
(for a more detailed table of contents, click
here)
I've been writing on advanced ACT! topics for years. In addition to writing
"The Official ACT QuickStudy Guide" sold on ACT's web site, I've worked
with hundreds of companies over the last 20 years to help them better utilize
technology. There's no one who knows more about how to customize ACT. I
know that my easy-to-understand style will help even the novice user understand
how to do-it-themselves. Check out a few sample
pages.
This guide will teach you to
easily add new fields to your ACT database
and modify your layouts for a better work
flow, and customize templates and reports so you can be more efficient,
close more sales, make more money.
NOTE: This guide is version specific. Be sure to select the book that matches your version of ACT!
Only $27.
This is definitely the guide for you if you want to customize any part
of your ACT! database.
Sincerely,
Susan Clark
p.s. Order Securely: We take online ordering and security seriously.
We use a secure shoppingcart system to process all credit card. This uses
the most advanced HTTPS/SSL security. In other words, your credit card
data is safe with us.
For comments or questions, email us
info@cornerstonesolutions.com
or contact us at:
Cornerstone Solutions, Inc., PO Box 270514, Houston TX, 77277-0514
Phone: 713-661-5200 Toll Free: 877-661-5200
Copyright © 1987-2008 Cornerstone Solutions, Inc. All rights reserved.
|
