Overview
Students will learn the advanced features of contact management.
Prerequisites
Windows 98: Introduction, and ACT! 2000: Introduction, or equivalent knowledge.
Target Student
Students enrolling in this course should be familiar with the Windows 98 and ACT! 2000 environments. They should understand introductory contact database terms such as contact, record, and report.
Performance-Based Objectives
Lesson objectives
help students become comfortable with the course, and also
provide a means to evaluate learning. Upon successful completion
of this course, students will be able to:
- Perform
complex lookups by creating, naming, and using queries and
Advanced queries.
- Automate
procedures by recording and running macros, and by accessing
macros through the toolbar.
- 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 reindexing 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
- Creating
Queries
- Creating
Advanced Queries
- Adding
Queries to the Lookup Menu
Lesson 2:
Creating Macros
- Creating a
Macro
- Adding Macros
to the Toolbar
Lesson 3:
Importing, Exporting, and Synchronizing Data
- Importing
Data
- Exporting
Data
- Exchanging
Data Using Hand-Held Devices
- Synchronizing
Data
Lesson 4:
Customizing ACT!
- Specifying
Startup Settings
- Modifying
Fields in a Database
- Modifying
Layouts
- Modifying
Menus and Keyboard Shortcuts
Lesson 5:
Working with Templates and Mail Merge
- Creating a
Mail Merge Template
- Generating
Form Letters
- Adding
Templates to the Write Menu
Lesson 6:
Customizing Report Templates
- Modifying
Report Templates
- Using a
Custom Report Template
Lesson 7:
Administrating your ACT! Database
- Managing Data
Security
- Performing
System Maintenance
Lesson 8:
Internet Features
- Internet
Overview
- Internet
Links
Hardware/software Requirements
In order to run
this course, you will need the following: a minimum of 16
megabytes (MB) of Random Access Memory (RAM); a minimum of 50 MB
of free disk space on the hard drive for ACT! 2000; a 486 or
higher processor; Microsoft Windows 98; and a mouse compatible
with your hardware configuration and Windows 98. See your
reference manual for hardware considerations that apply to your
specific hardware setup.
In addition, you
will need printers if you want to print the contacts, mail merge
letters, and reports created in the course.
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