Computer Training

Act! Intermediate

Course Length: 1 Day

Course Prerequisites

  • Required: Understanding of Act! Introduction topics.

Course Description

  • This course looks at creating and using queries, creating macros, importing, exporting, and synchronizing data, customizing Act!, working with templates and mail merge, customizing report templates, administrating your database, and internet and e-mail features.

Detailed List of Topics

Creating and Using Queries

  • Creating Queries
  • Creating Advanced Queries
  • Adding Queries to the Lookup Menu

Creating Macros

  • Creating a Macro
  • Adding Macros to the Toolbar

Importing, Exporting, and Synchronizing Data

  • Importing Data
  • Exporting Data
  • Exchanging Data Using Hand-held Devices
  • Synchronizing Data

Customizing Act!

  • Specifying Startup Settings
  • Modifying Fields in a Database
  • Modifying Layouts
  • Modifying Menus and Keyboard Shortcuts

Working with Templates and Mail Merge

  • Creating a Mail Merge Template
  • Generating Form Letters
  • Adding Templates to the Write Menu

Customizing Report Templates

  • Modifying Report Templates
  • Using a Custom Report Template

Administrating Your ACT! Database

  • Managing Data Security
  • Performing System Maintenance

Internet and E-mail Features

  • Internet Services
  • Email Functionality