ACT! Windows 4: Introduction

Course Code: ACTW4-1 Time: 7.5 hours

Prerequisites: Windows 95: Introduction

The Basics Contact Management Software? Starting ACT! The QuickStart Wizard Login Windows Screen Elements The Mouse Using the Menu & Function Keys Menu The Keyboard Opening a Database ACT! Screen Elements Toolbar Buttons Sizing the Contact Window Layout Tabs Contact Record Basics The Anatomy of a Record Screen Layouts “My Record” Contact Record Browsing Records Scheduling Your Day Locating Contacts The Lookup Menu The Effects of a Lookup Lookup Variations Adding to Lookups Narrowing Lookups Looking up Keywords The Contact List Sorting the Contact List Tag Mode vs Edit Mode Lookup/Omit Tagged Records Adding/Removing Columns Taking Notes History Creating History Filters Activities Calls, Meetings, and To-dos Scheduling Conflicts Changing an Activity Contact

Alarms Priorities Activity Colors Show full day banner Public vs. Private Activities Sending an E-mail reminder Responding to an Alarm Recurring Activities Scheduling Multiple Contacts The Task List Using the Calendar Navigating in Calendar Views Scheduling using the Calendar Printing the Calendar Modifying Activities Clearing Activities Inserting a Contact Record Drop-down Fields Adding to a Drop-Down List Duplicating Contacts Deleting Contacts Getting It On Paper Creating Letters, Memos, Faxes Saving Documents Printing Documents ACT! Reports Beyond the Basics Groups Viewing a Group Editing Group Membership Adding a Contact to a Group Choosing a Word Processor Mail Merge Creating a Template Merging the Template Backup and Restore SideACT! Quick and Easy Exit Appendix Creating a Database Scheduling for Other Users Using E-mail in ACT! Display of Cleared Activities

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