Course length: 1 day
In order to run this course, you will need the following: a minimum of 8 megabytes (MB) of Random Access Memory (RAM); a minimum of 45 MB of free disk space on the hard drive for ACT! 2000; a 486 or higher processor; Microsoft Windows 98; and a mouse compatible with your hardware configuration and Windows 98. See your reference manual for hardware considerations that apply to your specific hardware setup.
In addition, you will need printers if you want to print the contacts, mail merge letters, and reports created in the course.
Overview: Students will learn the advanced features of contact management.
Prerequisites: Windows 98: Introduction, and ACT! 2000: Introduction, or equivalent knowledge.
Delivery method: Instructor-led, group-paced, classroom-delivery learning model with structured hands-on activities.
Benefits: Students will learn how to modify templates and reports, perform complex lookups, customize a database, automate procedures, exchange data, perform database maintenance, and link to the Internet.
Target student: Students enrolling in this course should be familiar with the Windows 98 and ACT! 2000 environments. They should understand introductory contact database terms such as contact, record, and report.
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:
* 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 reindexing it.
* Connect to World Wide Web sites by using Internet links.
Lesson 1: Creating and Using Queries
Creating Queries
Creating Advanced Queries
Adding Queries to the Lookup Menu
Lesson 2: Creating Macros
Creating a Macro
Adding Macros to the Toolbar
Lesson 3: Importing, Exporting, and Synchronizing Data
Importing Data
Exporting Data
Exchanging Data Using Hand-Held Devices
Synchronizing Data
Lesson 4: Customizing ACT!
Specifying Startup Settings
Modifying Fields in a Database
Modifying Layouts
Modifying Menus and Keyboard Shortcuts
Lesson 5: Working with Templates and Mail Merge
Creating a Mail Merge Template
Generating Form Letters
Adding Templates to the Write Menu
Lesson 6: Customizing Report Templates
Modifying Report Templates
Using a Custom Report Template
Lesson 7: Administrating your ACT! Database
Managing Data Security
Performing System Maintenance
Lesson 8: Internet Features
Internet Overview
Internet Links