Sage ACT! Introductory Training Course

Sage ACT! Introductory Training

A one day course for those new to ACT!  Delegates will learn the basics of contact management, how to manage activities,  formatting and printing documents, and customizing ACT! to your preferred way of working.

Course Outline:

Module 1: ACT! Basic Skills:

Explore the ACT! Environment

Create a New Database

Create and Delete Contacts

Define Defaults and Drop-Down Lists

Create and Edit Contact Notes

Use Simple Lookups

Module 2: Managing Activities:

Use the Task List

Use the Mini-Calendar

Schedule Activities

Schedule a Series of Activities

Schedule in Calendar Views

Integrate ACT! with Outlook

Record Histories

Use SideACT!

Module 3: Creating ACT! Documents:
 

Create and Save Documents

Select and Edit Text

Cut, Copy, and Paste Text

Format Documents

Set Tabs and Margins

Print a Document

Print Instant Reports and Calendars

Module 4: Customizing ACT!:

Set Preferences

Change Field Attributes

Create a Custom Layout

Sort Contacts

Create and Edit Contact Groups

Account Management