ACT 2000 - Advanced

Introduction

This one-day instructor led course is intended for system administrators who wish to extend their knowledge of this contact management package. The course maximises the benefits of ACT by expanding on the advanced features and extended functionality of the software. Each section of the course will provide an opportunity to explore the new subject area, followed by an exercise or activity to reinforce learning. All courses are highly interactive and we encourage all delegates to join in, to enhance their own learning process.

Pre-requisites

We recommend that all those who attend are able to use ACT at an introductory level.

Course Content

Importing, Exporting, and Synchronising Data

• Setting up link between ACT and Sage Line 50
• Importing Data
• Exporting Data
• Synchronising Data

Creating and Using Queries

• Creating Queries
• Creating Advanced Queries
• Adding Queries to the Lookup Menu

Customizing ACT!

• Specifying Start-up Settings
• Modifying Fields in a Database
• Modifying Layouts
• Modifying Menus and Keyboard Shortcuts

Creating Macros

• Creating a Macro
• Adding Macros to the Toolbar

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

Back to previous page