ACT! 6.0 --

Act! 6.0 - Beginning Level


Full Day
Students will learn the fundamentals of contact management; how to schedule and keep track of activities with clients, and how to find client information quickly. A working knowledge of Windows is required.

Getting Started

• Starting ACT! for Windows
• Viewing a contact database

Creating a Contact Database

• Creating a contact database
• Editing a contact database
• Printing an address book

Locating Contacts

• Finding contacts
• Viewing contacts
• Sorting contacts

Organizing Contacts

• Categorizing contacts
• Grouping contacts
• Managing contact groups

Scheduling Activities

• Scheduling activities in the Contact window
• Managing activities
• Scheduling recurring activities
• Creating sales opportunities

Working with Activities in other Act! Windows

• Working in the calendar windows
• Working in the Task List Window
• Using SideAct! to manage notes and activities

Creating Documents with the ACT! Word Processor

• Creating a letter
• Formatting documents
• Viewing other templates

Act! 6.0 - Advanced Level


Full Day
Students will learn the advanced features of contact management. They will 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. Students should be familiar with Windows 98 and Act! 2000 environments and should understand introductory contact database terms such as contact, record and report.

Creating and Using Queries

• Creating a query
• Creating Advanced queries
• Adding queries to the Lookup Menu

Creating Macros

• Creating a macro
• Adding macros to the toolbar

Importing, Exporting, and Synchronizing Data

• Importing data
• Exporting data
• Synchronizing data

Customizing Act!

• Specifying startup settings
• Modifying fields in a database
• Modifying layouts
• Modifying menus and keyboard shortcuts

Working with Templates and Mail Merge

• Creating a mail merge template
• Generating form letters
• Adding templates to the Write menu

Customizing Report Templates

• Modifying report templates
• Using a custom report template

Administrating your Act! Database

• Managing data security
• Performing system maintenance

Internet Features

• Internet overview
• Internet links