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! 2005 New Features   

Course Summary:
This course is ideal for students who have extensively used a previous version of ACT! and are looking just to learn the new features that ACT! 6.0 provides.

Attend This Course:

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

Please note:  This course is no longer offered as a public training course.  You may, however, elect to schedule this course as 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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New Email Client

Setting Email Preferences
• Set the default Email System
• Set an HTML-formatted Email Signature
• Set Email Composing Options

Viewing Email in ACT!
• Check Your Email Messages
• Add a New Folder
• Move Messages Into a Folder

Composing an Email in ACT!
• Compose a Message to an ACT! Contact
• Compose a Message to a Non-ACT! Contact

Graphical (HTML) Email Templates
• Create a Graphical Mail Template
• Write a Template-Based Email to a Contact

Email Merging
• Lookup Contacts with an Email Address
• Send an Email Merge


Enhanced Outlook Integration

Setting Outlook’s ACT! Settings
• Create an ACT! Address Book in Outlook
• Set Attachment Options In Outlook

Sending Emails to ACT! Contacts from within Outlook
• Send an Email to an ACT! Contact
• Check Email Properties for an ACT! Address
• Book Contact

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

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

New Calendar Features

SideACT! Alarms
• Configure SideACT! Alarms

Calendar Pop-ups and Totals
• View Calendar Pop-ups

Calendar Totals
View the Calendar Totals


The Library Tab

Adding a Document to the Library Tab
• Add a document to the Library Tab

Viewing Documents in the Library Tab
• View a Document in the Library Tab

Editing Documents in the Library Tab
• Edit a Document in the Library Tab

Mapping ACT! Fields to Excel Spreadsheets
• Map an ACT! Field to an Excel Spreadsheet
 

Internet Services

Viewing Web Pages in ACT!
• View a Web Page in ACT!

Attaching Web Pages to Contacts
• Attach a Web Page to an ACT! Contact
• View an Attached Web Page

Annual Events Fields

Creating Annual Events Fields
• Add an Annual Events field to the database
• Add an Annual Events field to the layout

Annual Events Lookups
• Perform an Annual Events Search

Contact Activity Lookup

Looking Up Contacts by Recent Activity
• To Lookup Contacts by Recent Activity


New Mail Merge Wizard

Writing a Mass Letter for Contacts
• Perform a Mail Merge

 

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.