Overview
ACT! 2005: Level 2 is a hands-on instruction book that will introduce you to the advanced features of contact management. You will probably get the most out of this course if you want to learn how to modify templates and reports, perform complex lookups, customize a database, automate procedures, exchange data, perform database maintenance, and link to the Internet.
Prerequisites
We designed ACT! 2005: Level 2 for the student who is familiar with Windows XP and the basics of the ACT! 2005 environment. Coming into this course, you should understand introductory contact database terms such as contact, record, and report. If you are new to either the operating system or ACT! 2005, you should take Windows XP: Introduction and ACT! 2005: Level 1 before attempting this course.
Performance-Based Objectives
- Perform complex lookups by creating, naming, and using queries
and Advanced queries.
- Exchange data by importing data into an ACT! database, exporting
data out of an ACT! database, and synchronizing data between ACT! databases.
- Customize an ACT! database by modifying field names and attributes,
layouts, menus, and keyboard shortcuts.
- Work with templates by creating, editing, merging, and applying
templates.
- Work with report templates by creating and editing them.
- Manage a database by securing it, backing it up, and purging, compressing,
and re-indexing it.
- Connect to World Wide Web sites by using Internet links.
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities
Course duration
1 Day(s)
Course outline
Lesson 1: Creating and Using Queries
- Topic 1A: Looking Up By Example
- Topic 1B: Creating Advanced Queries
Lesson 2: Importing, Exporting, and Synchronizing Data
- Topic 2A: Importing Data
- Topic 2B: Exporting Data
- Topic 2C: Exchanging Data Using ACT! Link for Pocket PC
- Topic 2D: Synchronizing Data
Lesson 3: Customizing ACT!
- Topic 3A: Specifying Startup Settings
- Topic 3B: Customizing Fields in a Database
- Topic 3C: Customizing Layouts
- Topic 3D: Modifying Menus and Keyboard Shortcuts
Lesson 4: Working with Templates and Mail Merge
- Topic 4A: Creating a Mail Merge Template
- Topic 4B: Generating Form Letters
- Topic 4C: Adding Templates to the Write Menu
Lesson 5: Customizing Report Templates
- Topic 5A: Modifying Report Templates
- Topic 5B: Using a Custom Report Template
Lesson 6: Administrating Your ACT! Database
- Topic 6A: Managing Data Security
- Topic 6B: Performing System Maintenance
Lesson 7: Internet and Email Features
- Topic 7A: Internet Services
- Topic 7B: Email Functionality
Hardware Requirements
You will need:
- At least 16 MB of RAM (32 MB recommended)
- At least 50 MB of free hard-disk space
- A 486/66 MHz or higher processor (Pentium 133 MHz or higher recommended)
- A VGA or higher resolution video card and monitor
- A mouse or compatible tracking device
- A CD-ROM drive
- A 1.44 MB floppy disk drive
- Microsoft Windows 98, Me, NT version 4.0, 2000, or XP
- Microsoft Internet Explorer 5.5 or 6.0
- ACT! 2005
- WinZip or a similar compression utility
- A working Internet connection
- A working printer (for product registration)
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