Sage ACT! Intermediate Training Course

Sage ACT! Intermediate Training

During this one day course delegates will learn to work with email, exchange and synchronize data, administer the contacts database and advanced skills such as creating queries and reports.

Course Outline:

Module 1: Working with E-mail

Write an E-mail Message

Attach Contacts, Groups, and Files

Reply To and Forward E-mail

Merge Attached Contact Information

Use the Internet

Module 2: Exchanging Data

Import Data

Export Data

Synchronize Contact Data

Create Contact Reports

Sales Productivity Tools

Module 3: Database Administration

Password Protect Databases

Add Database Users

Find and Purge Duplicates

Backup Databases

Re-index and Compress Databases

Module 4: Advanced Skills

Create Queries

Replace Entries in Multiple Records

Create an ACT! Word Processor Template

Use Mail Merge

Create Custom Reports

Create a Macro