Thomson Learning publishes our book: Managing Contacts with ACT!         

Innovative Solutions selected to write Sage Software's official ACT! courseware  

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If you're looking to get up and running with ACT! now, why not schedule a free needs analysis or product demo with one of our ACT! experts?

Call us at 800-322-1049.
 

 
The ACT! Knowledge Base is an online database of bugs, workarounds, technical documents, and how-to's.  This should be your first level resource for ACT! technical support.

 

Course: ACT! 6.0 Administration   

Course Summary:
This course is ideal for students who who will be administering a database in a workgroup environment and need to be trained on advanced features like installation, synchronization setup, and maintenance procedures.

Attend This Course:

• View our public training schedule
• Schedule a custom class for your workgroup

Download Course Outlines
Course outlines for this class are provided in Microsoft Word and PDF formats.  Please note that you may need to install the Marydale font to view the Word version properly.

• Download in Microsoft Word format
• Download in Adobe Acrobat (PDF) format

 

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Database Creation & Design

Installation & Database Creation
• Installing ACT!
• Acquiring the Latest Updates
• Database Creation & Deletion

User Management
• Adding Users
• Deleting Users
• Editing an Existing User

Field Customization
• Adding Fields to the Database
• Editing Field Attributes
• Managing Drop-Downs
• Deleting Fields From a Database
• Creating Custom Indexes

Layout Customization
• Opening the Layout Designer
• Managing Tabs & Fields in a Layout
• Adding Objects to a Layout
• Changing The Appearance of Objects
• Setting Field Entry Order

Setting Preferences
• Setting General Preferences
• Setting Color & Font Preferences
• Setting Calendar Preferences
• Setting Scheduling Preferences
• Setting Email Preferences
• Setting Names Preferences
• Setting Startup Preferences

Importing & Exporting
• Controlling Duplicate Merging During Imports
• Importing a Text File
• Importing Palm Desktop Data
• Importing Outlook Data
• Exporting Contact Data

Administering an ACT! Database

File & Directory Structure
• Identifying ACT! Database Files
• Identifying ACT!’s Folders

Database Maintenance
• Compressing & Reindexing
• Cleaning Up Old Data
• Scanning for Duplicates
• Backing Up a Database
• Restoring a Database
• Setting Maintenance Reminders

ACT! Diagnostic Tool (ACTDIAG)
• Running the ACTDIAG
• Undeleting Records
• Resetting Options & Window Positions
• Running a Database Quick Check
• Scanning & Repairing a Database
• Backing Up the ACT! Registry
• Database & System Reports

Troubleshooting
• Using the ACT! Knowledge Base


Using Sample Administrator Documents

• Workstation & Network Recommendations
• Sync & Maintenance Procedures
• ACT! Crash Reports
• Sample Company ACT! Policy
• Data Entry Guidelines
• Tips for Speeding Up an ACT! Database
• Opportunistic Locking
• Administrator Training Pre-Class Skills Assessment

Call us at 800-322-1049 today!

 

 

Need ACT! Training?  We can bring the classroom to you.  With our portable classroom, we can train with 20 laptops and a portable server for ACT! for Web classes.