ACT!2000: Introduction

Course Code: ACTW00-1 Time: 7 hours

Prerequisites: Windows: Introduction

The Basics What's Contact Management Software? Starting ACT! The QuickStart Wizard Login Windows Screen Elements The Mouse Using the Menu and Function Keys Opening a Database ACT! Screen Elements Customizing the View Bar Toolbar Buttons Sizing the Contact Window Layout Tabs Contact Record Basics The Anatomy of a Record Screen Layouts The "My Record" Contact Record "I Feel So Us(er)ed" Browsing Records Scheduling Your Day Locating Contacts The Lookup Menu The Effects of a Lookup Lookup Variations The Contact List Sorting the Contact List Tag Mode vs. Edit Mode Adding and Removing Columns Taking Notes History Creating History Filters Activities Calls, Meetings, and To-dos Scheduling Conflicts Viewing Details Alarms Priorities Activity Colors Show Full Day Banner Public vs. Private Activities Sending an E-mail Reminder Responding to an Alarm Recurring Activities Scheduling for Multiple Contacts

The Task List Using the Calendar Navigating in Calendar Views Scheduling Activities using the Calendar Printing the Calendar Modifying Activities Clearing Activities Inserting a Contact Record Drop-Down Fields Duplicating Contacts Deleting Contacts Getting It On Paper Creating Letters, Memos, and Faxes Saving Documents Printing Documents ACT! Reports The Anatomy of an ACT! Report Which Report Do I Want? Beyond the Basics Sales Opportunities Editing Sales Opportunities Closing the Deal Sales Reports Groups Viewing a Group Editing Group Membership Subgroups Beyond The Basics (Word Processor) Choosing a Word Processor Mail Merge Creating a Document Template Merging the Template Backup Restoring a Backup SideACT! Quick and Easy Exit Appendix Creating a Database Scheduling Activities for Other Users Using E-mail in ACT! Controlling Display of Cleared Activities

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