Overview
In the first course in this series, ACT!? 2008 : Level 1, you gained the basic skills required to organize contact information in a database. In addition to organizing and working with data, you might also want to retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will customize the ACT! 2008 environment, query and exchange data, work with templates, administer ACT!, and use its Internet features.
Course Objectives
You will customize the ACT! 2008 environment, query and exchange data, work with templates, administer ACT!, and use its Internet features.
Prerequisites
Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following course: ACT! 2008: Level 1; or have equivalent knowledge.
Target Student:
This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- customize the ACT! 2008 environment.
- query a database.
- exchange data.
- work with the mail merge feature.
- work with report templates.
- administer the ACT! 2008 database.
- use the Internet and email features of ACT! 2008.
Hardware Requirements
- Minimum 600 MHz Intel? Pentium? III (or equivalent) processor
- Minimum 512 MB RAM
- Minimum 1 GB of available hard disk space
- CD-ROM drive
- SVGA (800 x 600) or higher resolution monitor
- Internet connection
Pocket PC Requirements (for an optional activity)
- Pocket PC 2000/2002/Phone Edition (Windows CE 3.0), Windows Mobile? 2003
(Windows CE 4.0 and 4.20.0); Windows Mobile? 2005/5.0
- Minimum 133 MHz or higher processor
- Minimum 16 MB or higher memory
- Minimum 500K free memory plus 1K for each contact
Platform Requirements
- Microsoft? Windows? XP Professional (Service Pack 2)
Software Requirements
- ACT!? by Sage 2008
- Microsoft? Outlook Express 5.5/6.0
- Microsoft? Outlook? 2000 or a later version
- Lotus Notes? 6.0 or a later version
- Microsoft? Internet Explorer? 6.0 or a later version
- Microsoft? ActiveSync? 3.5-4.5 (for an optional activity)
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities
Course duration
1 Day
Course outline
- Lesson 1: Customizing the ACT! 2008 Environment
- Topic 1A: Specify Startup Preferences
- Topic 1B: Customize Fields in a Database
- Topic 1C: Customize Layouts
- Topic 1D: Customize the Dashboard
- Topic 1E: Modify Menus and Keyboard Shortcuts
- Lesson 2: Creating Queries
- Topic 2A: Perform a Lookup
- Topic 2B: Create Advanced Queries
- Lesson 3: Exchanging Data
- Topic 3A: Import Data
- Topic 3B: Export Data
- Topic 3C: Transfer Data to a Pocket PC
- Topic 3D: Working with a Remote Database
- Lesson 4: Using the Mail Merge Feature
- Topic 4A: Create a Template for Mail Merge
- Topic 4B: Generate Form Letters
- Lesson 5: Working with Report Templates
- Topic 5A: Generate Reports Using a Standard Report Template
- Topic 5B: Generate Reports Using a Custom Report Template
- Lesson 6: Administering the ACT! 2008 Database
- Topic 6A: Manage Data Security
- Topic 6B: Perform Database Maintenance
- Lesson 7: Using the Internet and Email Features of ACT! 2008
- Topic 7A: Create Web Page Attachments
- Topic 7B: Generate Maps and Driving Directions
- Topic 7C: Integrate ACT! 2008 with Email
Applications
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