Overview
ACT! 6.0: 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! 6.0: Level 2 for the student who is familiar with Windows 98 and the basics of the ACT! 6.0 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! 6.0, you should take Windows 98: Introduction and ACT! 6.0: Level 1 before attempting this course.
Performance-Based Objectives
- 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
re-indexing it.
- Connect to World Wide Web sites by using Internet links.
Course duration
1 Day(s)
Course outline
Lesson 1: Creating and Using Queries
- Topic 1A: Creating Queries
- Topic 1B: Creating Advanced Queries
- Topic 1C: Adding Queries to the Lookup Menu
Lesson 2: Creating Macros
- Topic 2A: Creating a Macro
- Topic 2B: Adding Macros to the Toolbar
Lesson 3: Importing, Exporting, and Synchronizing Data
- Topic 3A: Importing Data
- Topic 3B: Exporting Data
- Topic 3C: Exchanging Data Using Hand-held Devices
- Topic 3D: Synchronizing Data
Lesson 4: Customizing ACT!
- Topic 4A: Specifying Startup Settings
- Topic 4B: Modifying Fields in a Database
- Topic 4C: Modifying Layouts
- Topic 4D: Modifying Menus and Keyboard Shortcuts
Lesson 5: Working with Templates and Mail Merge
- Topic 5A: Creating a Mail Merge Template
- Topic 5B: Generating Form Letters
- Topic 5C: Adding Templates to the Write Menu
Lesson 6: Customizing Report Templates
- Topic 6A: Modifying Report Templates
- Topic 6B: Using a Custom Report Template
Lesson 7: Administrating Your ACT! Database
- Topic 7A: Managing Data Security
- Topic 7B: Performing System Maintenance
Lesson 8: Internet and E-mail Features
- Topic 8A: Internet Services
- Topic 8B: Email Functionality
Hardware/Software 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 3.5” 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! 6.0
- WinZip or a similar compression utility
- A working Internet connection
- A working printer (for product registration)
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