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COURSE TITLE:
Sage ACT! Training UK
LEVEL:
Introduction : Intermediate : Advanced
COURSE LENGTH:
1 day
COURSE PRICES:
*All prices quoted exclude VAT
COURSE OVERVIEW:
ACT! is an industry-standard Contact Management System by Sage, and can be used for keeping track of important information on clients and suppliers as well as being used for key areas of marketing. It can integrate with other Sage products, making it a very powerful contact management tool. |
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The course outlines below set out the full range of topics you can choose to cover during your on-site training course, and you can build your course around your exact training requirements, or any specific projects you or your staff are working on at present.
You will find that this approach makes our courses the most effective and productive use of your training budget available today. |
Introduction Level
Starting ACT!
Opening an ACT database
Familiarisation with:
· Toolbars
· Menus
· Icons
Create a new contact
Delete a contact
Duplicate a contact
Edit contact information
Attach documents to a contact
Schedule an activity for a contact
Enter notes and history for a contact
Contact List
Changing the view of the contact list
Finding contacts in the contact list
Sorting the contact list
Adding and removing columns
Using tag mode
Editing contact information
Using the look-up menu
Viewing and filtering activities - in contact view/task list view and the calendar
Mail merge
Writing a letter/fax/memo to a contact in the database
Mail merging to a look-up
Printing labels and envelopes
Email
Setting up the email system in ACT
Sending an email to a contact
Attaching emails to contact notes
Viewing emails in ACT
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Intermediate Level
Making global changes to multiple contacts
Writing notes/history to multiple contacts
ACT Diary
Scheduling activities for single and multiple contacts
Use of the task list and calendar
Integration of ACT and Outlook's calendars
Queries
Creating advanced queries
Saving and re-using advanced queries
Groups
Group and sub-group creation
Group membership rules - setting up and running
Group management
Templates
Creating a custom document template
Merging a template with the current contact
Merging the template with a lookup
Customising the basic email template
Reports
Using groups and look-ups for reporting
Saving, printing and emailing reports
Using ACT graphs
Importing data
Importing from an Excel spreadsheet
Importing into a group
Importing Outlook data
Library
The Library tab
Adding documents to the library
Viewing library files
Database administration
Backup
Restoring a backup
Data cleanup
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Advanced Level
Creating a new ACT database
The 'my record'
Adding users to an ACT database
Deleting and managing users
Fields
Understanding system fields
Custom fields
Understanding field definitions and their uses
Customizing contact Fields
Creating drop-down lists for
Layouts
Understanding the use of layouts
Saving layouts
Modifying layouts
The tool palette
Aligning objects
Adding Items to a layout
Adding text
Field entry order
Customising menus and toolbars
Customising the dropdowns in Sales and Opportunities
Report templates
Creating new report templates
Editing existing ACT templates
Macros
Recording a macro
Running a macro
Assigning macros to toolbars and menus
Deleting a macro
ACT on the network
Location of the ACT folders and program files
Understanding different types of synchronisation
How to synchronise ACT databases
Database maintenance
Routine maintenance of an ACT database
Scanning for duplicates
Clearing out old notes, histories and activities
Setting reminders
Database integrity
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"I would just like to say how pleased we were with the way in which ABC Dee Training handled our training requirements....." Vicky Farrow, Kent Fire & Rescue
"My experience with this company has been a positive one and
I would happily recommend ABC Dee Training to others."
Anna Faithfull, London Film
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