Course: ACT! 6.0 Advanced

Course Summary:
This course is ideal for students who been using ACT! 6.0 for some time and are looking to leverage some of the advanced features of the product. This class was formerly titled ACT! 6.0 for Powerusers.

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

ACT! / Outlook Integration

Setting Outlook’s ACT! Settings
• Creating an ACT! Address Book in Outlook
• Setting Default Attachment Options

Sending Emails to ACT! Contacts
• Sending an Email to an ACT! Contact
• Checking Email Properties for an ACT! Contact
• Specify Message History Options

Attaching Existing Outlook
Messages to ACT! Contacts
• Attaching a Single Email to an ACT! Contact
• Attaching Multiple Emails to an ACT! Contact

Sharing ACT! and Outlook Calendars
• Update ACT! and Outlook Activities
• Filter Outlook Activities on the ACT! Calendar
• Remove Shared ACT!/Outlook Activities

Importing Outlook Data into ACT!
• Importing Data from Outlook into ACT!

Editing Letter Templates

Creating Letter Templates
• Creating a Letter Template from Scratch
• Editing an Existing Letter Template

Working with Letter Templates
• Using the Mail Merge Fields Dialog Box
• Understanding the Hidden Link in Word
• Testing Letter Templates
• Adding Templates to the Write Menu

Using the ACT! Word Processor
• Configuring Page Setup Options
• Formatting Text
• Formatting a Paragraph
• Setting Tabs
• Spell Checking a Document

Mail Merging

Preparing for a Mail Merge
• Determining the Recipients
• Ensuring Good & Complete Data

Sending a Mail Merge
• Using the Mail Merge Wizard
• Printing Letters & Creating a Letter Sent History

Editing Graphical Mail Templates

Working with Graphical Mail Templates
• Creating a Graphical Mail Template
• Editing an Existing Graphical Mail Template

Formatting Graphical Mail Templates
• Formatting Basic Text
• Inserting Email Merge Field Placeholders
• Inserting an Image
• Adding Hyperlinks to a Template
• Spell Checking a Graphical Mail Template

Sending Mass Emails

Preparing for an Email Merge
• Determining Email Merge Recipients

Sending a Mass Email
• Performing a Mail Merge

Advanced Activities

Setting Activity Attributes
• Setting General Activity Properties
• Adding Activity Details
• Automatically Creating an Email for Activity Participants
• Scheduling a Private Activity

Working with Multiple Activities
• Scheduling an Activity for Multiple Contacts
• Scheduling a Recurring Activity

Scheduling an Activity Series
• Creating an Activity Series
• Editing an Activity Series
• Scheduling an Activity Series

Setting Activity Preferences
• Setting Calendar Preferences
• Setting Scheduling Preferences

Printing the Calendar
• Printing a Standard Calendar
• Setting Print Calendar Options

Advanced Lookups & Queries

Advanced Queries
• Looking Up By Example
• Converting a Lookup By Example to an Advanced Query
• Learning ACT!’s Query Syntax
• Using ACT!’s Query Operators

Saving Advanced Queries
• Saving an Advanced Query
• Editing an Existing Query
• Adding Saved Queries to the Menu

Advanced Groups

Using Groups as Accounts
• Using Group Fields
• Adding Group Fields and Editing Group Layouts

Group Notes & Histories
• Associating Notes & Histories With a Group
• Viewing Notes & Histories Associated with a Group
• Viewing All Notes & Histories for Group Members

Group Activities
• Associating Activities with a Group
• Viewing Activities Associated with a Group
• Viewing All Activities for Group Members

Group Sales/Opportunities
• Associating Sales/Opportunities With a Group
• Viewing Sales/Opportunities Associated with a Group
• Viewing all Sales/Opportunities for Group Members

Attaching Documents to a Group
• Adding Documents to the Group Library Tab
• Viewing Documents in the Library Tab

Macros & Interface Customization

Automating Tasks with Macros
• Recording a Macro
• Running a Macro

Menu & Toolbar Customization
• Creating a Custom Command
• Adding a Command to the Menu
• Adding a Command to the Toolbar
• Creating a Custom Keyboard Shortcut

Customizing Internet Links
• Adding Driving Directions
• Running Driving Directions or Maps

Designing Reports

Creating a Report Template
• Creating a Report Template from Scratch
• Editing an Existing Report Template

Adding Sections to a Report
• Viewing Sections in a Report
• Adding a Section to a Contact Report
• Adding a Summary Section
• Resizing a Section
• Specifying Section Options

Adding Fields to a Section
• Adding Detail Fields
• Adding Summary Fields
• Adding System Fields

Adding Objects to a Section
• Adding Lines & Shapes
• Adding Text Objects
• Adding Graphics to a Report

Working with Objects
• Editing Object Properties
• Changing Text & Field Attributes
• Aligning Objects
• Making Objects the Same Size
• Changing the Order of Objects

Setting Filter Settings
• Setting General Filter Settings
• Setting Activity & Notes/History Filter Settings
• Setting Sales/Opportunity Filter Settings

Testing Reports
• Running a Report

Database Maintenance

Routine Maintenance
• Backing Up Your Database
• Compressing & Reindexing
• Setting Maintenance Reminders

Dealing with Duplicates
• Scanning for Duplicates

Mass Updating Fields
• Changing the Value of a Field for Multiple Contacts
• Swapping Fields
• Copying Fields

Additional ACT! Resources

ACT! Add-On Products
• Searching for ACT! Add-Ons

Using the ACT! Knowledge Base
• Searching the ACT! Knowledge Base

Call us at 800-322-1049 today!