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There are many excellent online courses. This has been hugely beneficial in my day to day work.
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- Louise Nolan
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Symantec ACT! 4.0 Introduction
Course Aims
This intensive course is designed to give an introduction to ACT! 4.0, Symantec's business contact manager for the Windows environment. This course will give readers a good understanding of recording their contacts, maintaining a contact history, communicating via a range of media, scheduling their activities and producing reports. |
Assumed Knowledge
A basic understanding of PCs and familiarity with and use of, a keyboard, mouse and MS Windows is required, gained from previous experience or by attendance on a "Windows 95/98/NT User Introduction" course. |
Course Audience
New or intending users of ACT! who need to get to grips with the software in a short space of time. |
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Table of Contents
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Getting Started with ACT! 4.0
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The ACT! Contact Record on your Screen
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Creating Contact Records
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Creating New Contact Records
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Altering Contact Name Conventions
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Adding to Selection Lists
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Creating New Contact Records with Duplicate Information
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Duplicate Records on the ACT! Database
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Editing Contact Information
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Changing an Individual Contact Record
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Categorizing your Contacts
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Basic Search Functions Within ACT! 4.0
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Finding a Contact Record or Set of Records
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Finding Contacts Using Keywords
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The Internet Lookup Dialogue Box
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Creating a Query By Example
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Saving and Reusing a Query
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Customizing your Lookup Menu
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Viewing your Contact List
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Selecting from Contact List View
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Groups within ACT!4.0
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Adding Contacts to a Group
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Viewing the Members of a Group
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Scheduling Activities
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Scheduling Activities from the Calendars
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Completing Activities and Viewing Historical Information
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Recording an Activity History
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Setting Activity Auto Rollover
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SideACT
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Recording information in SideACT
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Moving Items from SideACT to your ACT 4.0! Database
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Writing Correspondence to your Contacts
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Sending a Message to a Contact
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Editing a Document Template
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Using the Mail Merge Option
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Attaching a Document to ACT!
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ACT! 4.0 Reports
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ACT! 4.0 Report Templates
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Running a Standard ACT Report
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Modifying the Reports Menu
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