Course Objectives
This one day course will cover more advanced commands including advanced searches, customising ACT!, working with Templates and more advanced Reports. The course does not cover ACT! administration commands such as security and multi-user settings.
Who Should Attend?
Those who have used ACT! and who require a review of ACT!’s more advanced features. Previous experience of using ACT! at an introductory level will be assumed. Delegates with no previous experience of ACT! should first attend our "Introduction to ACT!" Course.
Course Contents
A Review of the basics.
Using Advanced Lookups.
Working with saved Queries.
Working with Groups including notes, histories and attachments.
Using the Companies features including Hierarchies and Divisions.
Advanced Activity Management.
Creating and Working with Sales records.
Managing Sales Opportunities.
Adding and Changing Field definitions.
Customising Screen Views.
Creating and working with Templates.
Customising an existing ACT! report.
Creating a new ACT! report.
Importing and Exporting Data.
Setting ACT! preferences.
Customising ACT! including menus, toolbars and keyboard shortcuts.
