Prices are per student.

Prices include a course manual per class per student, a $45.00 value free for you to take back to your office.
 

ACT! 2008 for Everyday  Class encompasses the following:

We will discuss the concept of Contact and Customer Management Software
Start your ACT!Software
Identify Basic Windows Screen Elements
How to navigate within ACT! and more..

Includes ACT! for the Web

Everyday Class includes but is not limited to:
 

• Setting it up

• ACT! Screen Elements

• Layouts

• Contact Records Basics - Inserting-Duplicating -Changing - Deleting

• Working with Contacts - Locating - Sorting - Secondary Contacts -Promoting Contacts - Notes

• Working with Schedules - Calls - Meetings

• Using the Calendar - Events

• Scheduling Activities - Advanced options

• Creating Letters - Memos -Fax Covers

• Working with Emails - Setting it all up - Sending & Receiving

• Attaching e-mails to Contacts

Customizing ACT! Class includes but is not limited to:

• Customizing Fields

• Field Attributes

• Field Triggers

• Manage Drop-Down Lists

• Defining and Modifying Layouts

• Testing Layouts

• Customizing Menus and Toolbars

• Creating Custom Document Templates

• Envelopes and Mailing Labels

• ACT Word Processor

• ACT Toolbar

• Graphics

• Formatting E-Mail Templates

• Mapping ACT! Fields in Microsoft Excel

• Customizing Opportunities

• ACT Reports

• Report Templates

• Adding and Formatting Report Templates

• Report Filters

• Sub-Reports

• Layout Properties

Administering ACT! 2008 includes but is not limited to:
 

• Differences between ACT, ACT Premium & ACT Web

• MSDE vs SQL

• Understanding Security Rules

• Adding Users

• Team Management

• Setting up a Multiple User Database

• Examining Database Structure

• Configuring Workstations

• Local Administrator Rights

• Understanding & Modifying Tools Preferences

• File Locations

• Setting up you E-Mail System in ACT

• Adding ACT Address Book to Outlook

• Setting up Default History

• Database Administration

• Queries

• Advanced Queries

• Synchronization Maintenance

• Synchronization Troubleshooting

• User Roles and Permissions

• Converting older ACT Database-Custom Conversion