ACT! Windows 3: Introduction

Course Code: ACTW3-1 Time: 7 hours

Prerequisites: Windows 95: Introduction

The Basics What’s Contact Management Software? Starting ACT! Login Windows Screen Elements The Mouse Using the Menu and Function Keys Viewing Contacts Opening a Database Contact Tabs My Record Layouts Viewing Other Records The Lookup Menu Keywords Lookup Options Working with Contact Records Inserting a Record Drop-down Fields Duplicate Contacts Making a Note Deleting a Contact Customizing a Field Data Types Additional Attributes Groups Activities Scheduling Calls, Meetings, and To-dos Alarms Priorities Associate with a Group Activity Colors Public vs. Private Sending E-mail Responding to an Alarm Scheduling Recurring Activities The Task List Modifying Activities Clearing Activities History

Using the Calendar Viewing the Calendar Scheduling Activities from the Calendar Modifying Activities from the Calendar Rescheduling using Drag and Drop Printing the Calendar Using the Word Processor Choosing a Word Processor Creating Letters, Memos, and Faxes Saving a Document Printing Documents Envelopes Opening Existing Documents Form Letters Testing the Template Saving a Template Merging the Template ACT! Reports ACT! Reports Sorting Data in Reports Editing Report Templates Creating a Report from the Template Screen Modifying the Report Menu The Wonders of the Ampersand Creating a Database Creating a Database Adding Records Setting Database Preferences Changing a Password Quick & Easy Exit Appendix Using E-Mail in ACT! Other Users Scheduling Activities for Others Viewing Other User’s Activities

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