ACT! 6.0 Video Training Tape # 1
Lesson 1 New database
- Creating a new ACT! database
- Selecting the Layout
Lesson 2 Creating new records
- Entering a new record
- Editing a drop down list
Lesson 3 Lookups
- Navigating ACT!
- Looking up a record
- Looking up and adding to the lookup
- Looking up and narrowing the lookup
- Lookup by keyword
Lesson 4 Scheduling
- Schedule a call, meeting or to-do
- Repeat activities
Lesson 5 Task List
- Starting your work day
- Task List filtering
- Creating a lookup
- Clearing activities
Lesson 6 Send a Letter/Fax
- Choosing your word processor
- Writing a letter
- Saving a letter and attaching
Lesson 7 E-mail
- Setup your E-mail account
- Creating an email message
- Sending options
- Attaching to a record
Lesson 8 Maintenance and Backup
- Reindexing and Compressing
- Updating ACT!
- Backup
ACT! 6.0 Video Training Tape # 2
Lesson 1 List View
- Switching to list view
- Editing vs. Tagging records
- Looking Up tagged records
- Resizing columns
- Deleting columns
- Adding columns
Lesson 2 Customizing Documents
- Opening a document template
- Adding a logo
- Saving as a new template
- Mail Merging
- Modifying the Write menu
Lesson 3 Creating Groups
- Creating a new ACT! database
- Adding members to a group
- Adding a single record to a group
- Selecting a group
Lesson 4 Printing
- Printing labels
- Printing envelopes
- Modifying a label or envelope
- Printing Task List, Notes, Lists
Lesson 5 Setting Preferences
- Activities
- Startup
- Colors and fonts
Lesson 6 Customizing fields
- Customizing User Fields
- Changing a field type
- Moving a Field
Lesson 7 Customizing the Layout
- ACT! layouts
- Renaming a Layout
Lesson 8 Sales Opportunities
- Entering a sales opportunity
- Modifying a sales opportunity
- Sales Reports
Lesson 9 Reports
- ACT! Reports
- Previewing a report
- Modifying a report
- Adding a report to the menu
Lesson 10 Library Tab
- Attaching documents
- View or modifying a document
Lesson 11 SideACT!
- Entering items
- Transferring items
- Monitoring Alarms
Lesson 12 Networking ACT!
- Adding Users to the Database
- Creating shared folders for ACT!
Other Resources
|
