ACT! 6 Upgrade Training

The Basics

Starting ACT!
Login
Opening a Database
Setting Up For Class
ACT! Screen Elements
Toolbar Buttons
Layouts
Layout Tabs

E-mail

You’ve Got Mail
Setting Up Your E-mail System in ACT!
Understanding the New ACT! E-mail
Window
Send/Receive Button
Reading Your E-mail
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Sending E-mail
…from the ACT! E-mail Window
…from the ACT! Contact Record
…from Outlook
Adding ACT! Address Book to Outlook
Setting Up the OutlooktHistory Option
Attaching Outlook E-Mail to ACT!

Mail-Merge Wizard

Creating Letters, Memos, and Faxes
Custom Templates
Creating a Custom Document Template
Merging Template w/ Current Contact
Merging the Template with a Lookup
Hidden Text in Microsoft Word
Repairing Deleted Hidden Text
ACT! Word Processor
Customizing the Basic E-Mail Template
Signatures
Formatting E-Mail Templates
Insert Hyperlink
E-Mail Merge

Internet Services

Internet Services
Reviewing Internet Services Window
Adding to Your Favorites
The Online Menu
Attaching Web Pages

Library

The Library Tab
Adding Documents to the Library
Viewing Library Files
Editing Library Documents
Display for All
Mapping ACT! Fields into Excel Preparing the Excel File
Removing Library Documents

Keeping Track

Task List vs. Calendar
Using the Calendar
Calendar Pop-ups
Navigating Tips for the Calendar Views
The Task List
Filtering the Task List or Activities Tab
Adding and Removing Columns
Scheduled For
History vs. Notes vs. Activities
Recording Unscheduled Activity
Recording History to Multiple Contacts
Adding the History Icon to the Toolbar
Lookup Contact Activity
Minor Report Changes
Tracking Annual Events
New Birth Date Field in ACT!
The Contact List
Sorting the Contact List
Adding and Removing Columns
Alarms
Responding to an Alarm
SideACT! Alarms

Database Administration

Backup
Restoring a Backup
Database Maintenance & Repair
Data Cleanup
Need for Speed
Checking the Checks on Notes/History
Speeding Up Contact List View
Filtering Group Notes
Populating the Database
Importing from an Excel Spreadsheet
Importing into a Group
Importing Outlook Data


 

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