Course
Summary:
This course is ideal for students who
will be administering a database in a workgroup environment and need to be
trained on advanced features like installation, server configuration, 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.
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Microsoft Word format
Download in Adobe Acrobat (PDF) format
Download Course Agendas
Agendas will show you a minute-by-minute accounting of
what will happen in this class. If you are scheduling a custom class, you
can adjust this agenda to meet your specific needs.
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Download in Adobe Acrobat (PDF) format
Installation and conversion
Installing ACT! 2005
Discussing server installation
Discussing workstation installation
Updating an installation
Registering and activating ACT! 2005
Upgrading from ACT! 6.0
Converting an ACT! 6.0 database
Converting supplemental files to 2005 format
Opening a database
Opening a database on a local computer
Opening and viewing a PAD file in Notepad
Database creation
Creating and deleting databases
Creating a database on a local computer
Deleting a database
Importing and exporting contacts
Turning off duplicate checking before an import
Importing contacts from a text file
Exporting all Arizona contacts to a text file
Managing user accounts
Adding new users to the database
Deleting an existing user
Editing an existing users security role
Managing teams
Creating a team
Limiting access to a contact record
Setting the default contact access for new contacts
Defining fields
Adding new fields
Adding a character field
Adding a number field
Adding a phone number field
Adding a date field
Adding a memo field to store directions
Adding an address block
Adding a Yes/No field
Editing and removing fields
Changing the name of a field
Changing a fields attributes
Deleting a field
Managing drop-down lists
Creating a drop-down list field
Editing a drop-down list
Importing items for a drop-down list
Associating a drop-down list with a field
Designing layouts
Working with layouts
Viewing layout files in Windows Explorer
Changing the layout
Opening the Layout Designers
Adding tabs and fields
Adding a new tab
Adding a standard text field
Adding a memo field
Adding a Yes/No field
Copying and pasting a field
Adding objects to a layout
Adding rectangle object
Adding a text object
Adding an image
Fine tuning a layout
Changing object attributes
Aligning two fields left edges
Making two objects the same size
Sending an object to the back of a layout
Setting field entry order
Moving from field to field in the Contacts view
Clearing the field entry order
Setting the Tab stop order
Setting the Enter stop order
Setting preferences
Setting general preferences
Specifying the default folder for storing databases
Adding new name prefixes and suffixes
Setting the default behavior for the Salutation field
Finding duplicate contacts
Changing the appearance of views, tabs, and lists
Setting the default startup database
Setting calendar and scheduling preferences
Setting calendar preferences
Setting the defaults for new activities
Setting communication preferences
Setting ACT! to work with Microsoft Outlook
Configuring settings for mail messages
Creating an mail signature
Setting the default word processor
Menu/toolbar customization
Creating custom commands
Creating a custom command for a program
Creating a custom command for a template
Adding and removing menu and toolbar commands
Adding a command to the toolbar
Adding a command to the menu
Removing a command from the menu and toolbar
Resetting menu and toolbar customization
Creating a keyboard shortcut for a command
Customizing the navigation bar
Switching navigation bar modes
Removing an item from the navigation bar
Database maintenance
Backing up and restoring a database
Performing a backup
Restoring a backup
Performing routine maintenance
Performing a check and repair
Removing notes that are older than 50 days
Using the ACT! Diagnostic Tool
Launching ACTDIAG
Viewing basic server information
Viewing database audit logs
Running a database fields report
Detaching and manually deleting a database
Synchronization
Managing the sync server
Discussing synchronization
Configuring a network synchronization service
Enabling synchronization on the server
Managing the Sync Set
Creating a Sync Set for a remote user
Adding a contact to the Subscription List
Creating and deploying a remote database
Creating a remote database
Restoring a remote database
Synchronizing a remote database
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800-322-1049 today!
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