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
Using SideACT!
Creating and working with Activities
Introduction to Notes and Histories
Using ACT!’s Correspondence facilities including Letters, Templates and Mailshots
Introduction to ACT!’s reports
Broad summary of ACT!’s capabilities
