This class will get you up and running with Act! Lessons include Getting Started, Screen Elements, Navigation, Layouts, How to View, Add, Edit, Remove and Find Contacts, Companies, Activities, History, Calendar, Mailings, Fax Cover Pages, Envelopes & labels, Run, Create & Edit Templates and Reports, E-mail, Dashboards, Internet Services, Document Management, Opportunities and Synchronization.
This class will teach you how to build databases, Add, Edit and Customize Fields and layouts, Icons, Menu Items and Activity Types PLUS advanced running, designing and Editing of Templates, Labels, Envelopes, Dashboards and Reports. Mapping to Excel. Opportunities: Customizing Product Lists, Sales Process & Quotes.
16 point summary of complete steps for Installation, Silent Install, proper server, network and client setup, Database Maintenance, Adding Users, Synchronization, PDA sync, best practices for file management, speed optimization, automating backup and maintenance, troubleshooting common errors PLUS How to corrupt your Act! database in 3 easy lessons.
Upgrade Training Act!
Upgrade Training, Private. Summary: This class will review the fundamentals of Act! and show you the what’s new since your prior version. This class includes what’s new in the Screen & Navigation elements, How to use the new Lookup & Query features and dialog window options. How to view, edit and add to the Opportunities and the Dashboard. Getting the most out of the new Outlook E-mail integration features, what’s new in the Document Management Tab and Integration with Social Media. Outlook integration features that save you time and make you more efficient every day all day long. Also the new Act! E-marketing features. Questions and Answers.
Begin at 8:30 AM and end at 4:30 PM.
There will be a 15 minute break in the morning and afternoon and 1 hour for lunch. Training Schedule >>
Recommended maximum class size is 8 to 12 students (no minimum). Locations outside Buffalo, NY will be charged travel fees.
I also offer ACT! Classic (versions 1.0 – ACT! 2004 (6.0)) training classes.