ACT! 2008 Basic
1.0 Overview of ACT!
1.1 An Overview of Act!
1.2 Navigation
1.3 Closing a Database
2.0 Creating a Contact Database
2.1 My Record
2.2 Creating, Editing and Deleting Contacts
2.3 Secondary Contacts
2.4 Names and Salutations
2.5 Inserting Notes and Attaching Files
2.6 Managing Companies and Divisions
3.0 Locating Contacts
3.1 Viewing and Sorting Contacts
3.2 Finding Contacts Using Simple Lookups
3.3 Finding Contacts Using Special Lookups
3.4 Modifying Lookups
3.5 Keyword Searches
4.0 Organizing Contacts
4.1 Using Contact List View
4.2 Lookups in Contact List View
4.3 Customizing Contact List View
4.4 Creating and Deleting Groups
4.5 Changing Group Membership
4.6 Working with Groups
4.7 Integrating Microsoft Excel
5.0 Working with Calendars, Activities and Emails
5.1 Working with Calendar Views
5.2 Scheduling Activities
5.3 Completing Activities
5.4 Email Preferences
5.5 Composing Email in Act!
5.6 Recording Email Histories
6.0 Using Reports
6.1 Contact Reports
6.2 Group and Company Reports
6.3 Opportunity Reports
6.4 Printing an Address Book
7.0 Creating Letters
7.1 Letter Preferences
7.2 Using Templates
7.3 Formatting Documents
7.4 Creating Envelopes and Labels
ACT! 2008 Advanced
1.0 Working with Dashboards
1.1 Displaying Dashboard Views
1.2 Working in Dashboard Views
1.3 Make Dashboard Your Startup View
2.0 Creating and Using Queries
2.1 Looking Up By Example
2.2 Creating Advanced Queries
2.3 Company Lookups
2.4 Group Lookups
2.5 Opportunity Lookups
2.6 Other Lookups
3.0 Importing, Exporting, and Synchronizing Data
3.1 Importing and Exporting Data
3.2 Synchronizing the Remote Database
3.3 Set up a Sync Schedule
3.4 Using the Subscription List
4.0 Creating and Using Queries
4.1 Looking Up By Example
4.2 Creating Advanced Queries
4.3 Company Lookups
4.4 Group Lookups
4.5 Opportunity Lookups
4.6 Other Lookups
5.0 Advanced Activities
5.1 The Task List
5.2 Activity Types and Priorities
5.3 Resources
5.4 Multiple Activities
5.5 Scheduling an Activity Series
5.6 Act! and Outlook Activities
6.0 Calendar Settings
6.1 Workgroup Calendar Features
6.2 Calendar and Scheduling Preferences
6.3 Printing a Calendar
7.0 Working with Templates, Mail Merge and Mass EMail
7.1 Document Templates
7.2 Personalizing Document Templates
7.3 Performing a Mail Merge
7.4 Email Templates
7.5 Mass Email Merges
8.0 Customizing Report Templates
8.1 Modifying Report Templates
8.2 Using a Custom Report Template
8.3 Adding Report Objects
8.4 Report Filters
8.5 Using Scripting in Your Reports
9.0 Customizing ACT!
9.1 Specifying Startup Settings
9.2 Customizing Fields in a Database
9.3 Customizing Layouts
9.4 Modifying Menus and Keyboard Shortcuts
9.5 Opportunity Customizations
10.0 Administrating your ACT! Database
10.1 Managing Data Security
10.2 Performing System Maintenance
|
