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ACT! 6.0: Level 2  

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Netcom Learning   

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This course is designed for anyone wanting to learn how to use the more advanced features of ACT! 6.0.

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Seminar Summary:

This course will introduce students to the advanced features of contact management. (see full course description)

 

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Training Course Syllabus:


Description
This course will introduce students to the advanced features of contact management.

Objectives
·  Perform complex lookups by creating, naming, and using queries and Advanced queries.
·  Automate procedures by recording and running macros, and by accessing macros through the toolbar.
·  Exchange data by importing data into an ACT! database, exporting data out of an ACT! database, and synchronizing data between ACT! databases.
·  Customize an ACT! database by modifying field names and attributes, layouts, menus, and keyboard shortcuts.
·  Work with templates by creating, editing, merging, and applying templates.
·  Work with report templates by creating and editing them.
·  Manage a database by securing it, backing it up, and purging, compressing, and re-indexing it.
·  Connect to World Wide Web sites by using Internet links.

Required Prerequisites
 ·  ACT! 6.0: Level 1

Outline
    1. Creating and Using Queries
      1. Creating Queries
      2. Creating Advanced Queries
      3. Adding Queries to the Lookup Menu
    2. Creating Macros
      1. Creating a Macro
      2. Adding Macros to the Toolbar
    3. Importing, Exporting, and Synchronizing Data
      1. Importing Data
      2. Exporting Data
      3. Exchanging Data Using Hand-held Devices
      4. Synchronizing Data
    4. Customizing ACT!
      1. Specifying Startup Settings
      2. Modifying Fields in a Database
      3. Modifying Layouts
      4. Modifying Menus and Keyboard Shortcuts
    5. Working with Templates and Mail Merge
      1. Creating a Mail Merge Template
      2. Generating Form Letters
      3. Adding Templates to the Write Menu
    6. Customizing Report Templates
      1. Modifying Report Templates
      2. Using a Custom Report Template
    7. Administrating Your ACT! Database
      1. Managing Data Security
      2. Performing System Maintenance
    8. Internet and E-mail Features
      1. Internet Services
      2. Email Functionality

    Seminar Summary:

    This course will introduce students to the advanced features of contact management. (see full course description)

    print this agenda print agenda for the ACT! 6.0: Level 2 training seminar

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