Overview
In the first course in this series, ACT! 2006 Level 1, you gained the basic skills required to organize the information of contacts in the database. In addition to organizing and working with the data in the database, you might also want to search and retrieve specific data about your contacts, send email to them, and also maintain the information without the loss of data. In this course, you will query and manipulate data, customize the ACT! 2006 environment to work with templates, and administer ACT! and use its Internet features.
Course Objectives
You will query and manipulate data, customize the ACT! 2006 environment work with templates, and administer ACT! and use its Internet features.
Prerequisites
To ensure your success, it is required that you have basic PC skills and an understanding of Windows.
Target Student:
Corporate users, small business owners, government, medical, education, and non-profit entities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- describe a standard lookup and a query.
- manipulate data.
- customize ACT! 2006.
- work with templates and the mail merge feature in ACT!
2006.
- customize the report template to extract information from
your database.
- examine how to manage the ACT! 2006 database.
- use the Internet and email features of ACT! 2006.
Platform Requirements
- Microsoft Windows XP, XP Professional, 2000, or 2000 Professional
Hardware Requirements
- Minimum 500 MHz processor Pentium III (or equivalent processor).
- Minimum 530 MB available hard disk space.
- Minimum 512 MB RAM.
- A CD-ROM drive.
- SVGA (800 x 600) or higher monitor resolution.
- A working Internet connection.
Software Requirements
- ACT! 2006.
- Adobe Acrobat Reader 5.0 or later version.
- Microsoft Outlook Express (for an optional activity).
- Microsoft Internet Explorer 5.5 or later version.
- Printer driver.
- Lotus Notes 6.0 or a later version (for an optional activity).
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 Queries
- Topic 1A: Perform a Lookup
- Topic 1B: Create Advanced Queries
Lesson 2: Manipulating Data
- Topic 2A: Import Data
- Topic 2B: Export Data
- Topic 2C: Exchange Data Using ACT! 2006 Link For Pocket PC
- Topic 2D: Synchronize Data
Lesson 3: Customizing the ACT! 2006 Environment
- Topic 3A: Specify Startup Preferences
- Topic 3B: Customize Fields in a Database
- Topic 3C: Customize Layouts
- Topic 3D: Modify Menus and Keyboard Shortcuts
Lesson 4: Working with Templates and Mail Merge
- Topic 4A: Create a Mail Merge Template
- Topic 4B: Generate Form Letters
- Topic 4C: Add Templates to the Write Menu
Lesson 5: Customizing Report Templates
- Topic 5A: Modify the Report Template
- Topic 5B: Use a Custom Report Template
Lesson 6: Administrating the ACT! 2006 Database
- Topic 6A: Manage Data Security
- Topic 6B: Perform Database Maintenance
Lesson 7: Using the Internet and Email Features of ACT! 2006
- Topic 7A: Use Web Page Attachments
- Topic 7B: Generate Maps and Driving Directions
- Topic 7C: Integrate ACT! 2006 with Email Programs
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