Course Objectives
This one day course will give participants an overview of ACT! and make them aware of the broad capabilities of the program. All the standard Contact Management commands will be covered including creating and working with contacts, searching for records and producing reports.
Who Should Attend?
This course is designed for computer users with a little or no previous experience of ACT! It is designed for those who require a broad understanding of the product. Some knowledge of computer basics and working with Windows is expected. The topics covered on our "Introduction to Microsoft Windows" course are an adequate prerequisite for this course.
Course Contents
Introduction to ACT!
Creating a Contact Database.
Creating and Editing Contact Records.
Duplicating and Deleting Records - Search Functions.
Creating Lookups.
Additional Search Options.
Keyword Searches.
Creating a Query by example.
Introduction to Groups and Companies.
Introduction to Notes and Histories.
Creating and working with Activities.
Working with the Calendars.
Using ACT!’s Correspondence facilities including Letters, Templates and Mailshots.
Working with emails and the Internet.
Introduction to ACT!’s reports.
Overview of ACT!’s advanced capabilities.
