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ACT! by Sage 2006

VTC author, Bill Ferguson, has used and taught others to use, contact management software for more than 10 years. This tutorial provides detailed information needed to make the most out of ACT! by Sage 2006. Ferguson demonstrates how contact management software can efficiently and effectively increase user productivity. Learn to track contacts, follow leads, create reports, write letters and faxes, and even automate quotes using ACT!. To begin learning ACT! for Sage 2006 today, simply click on one of the movie links.

Créé par: Vtc

Introduction

What Is Contact Management Software?

Overview of ACT! Training

The Basics

Starting Your ACT! Software

ACT! Terminology pt. 1

ACT! Terminology pt. 2

Contact Record Basics

Browsing Records

Layouts

Working With Your Contacts

Locating Contacts with Lookup

Lookup Variations

Customizing a Contact List

Using Tag Mode vs. Edit Mode

Scheduling Your Day with ACT!

Managing Activities pt. 1

Managing Activities pt. 2

Using Alarms

Using the Calendar

Working with Notes and History pt. 1

Working with Notes and History pt. 2

Organizing with the Task List

Managing from the Task List

Modifying Scheduled Activities

Scheduling Recurring Activities

Creating and Using an Activity Series pt. 1

Creating and Using an Activity Series pt. 2

Clearing Activities

Querying ACT!

Lookups by Example

Grouping Queries

Using and Modifying Queries

Groups and Companies

Displaying Group & Company Lookups

Understanding Group & Company Management

Creating and Populating a Group or Company

Working with Groups and Companies

Getting It In Writing

Creating with the ACT! Word Processor

Using Templates for Letters/Faxes/Memos

Integrating MS Word with ACT! 2006

Creating Mail Merges

Printing Envelopes and Labels

Using E-mail and Internet

Configuring ACT! E-mail

Integrating ACT! With Microsoft Outlook

Using Internet Services

Tracking Opportunities

Creating Opportunities pt. 1

Creating Opportunities pt. 2

Managing Opportunities

Creating Opportunity Reports

Database Design

Creating a New Database

Customizing Fields

Managing Field Behavior

Designing Layouts

Customizing Menus and Toolbars pt. 1

Customizing Menus and Toolbars pt. 2

Designing Reports

Report Basics

Phone List and Contact Directory

Report Filters

Basic Report Templates

Database Administration

Database Administration Overview

Defining Users

Creating a Backup

Setting Up Multi-User Databases

Cleaning Up Your Data

Deleting a Database

Restoring a Database

Synchronization

Synchronization Overview

Determining the Connection Method

Defining the Users and Contacts

Setting Up the Synchronization Environment

Productivity Tools

Productivity Tools Overview

Assistance

Feature Tours

Online Manuals

Preferences pt. 1

Preferences pt. 2

Preferences pt. 3

Timer

Auto Update

Credits

About this Author

Course options

Rechercher

Chaînes

 

Etiquettes

Activity

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