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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! 2000 Introduction
Course Aims
This course is designed to give an introduction to ACT! 2000, 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 working knowledge of PCs and Windows is assumed. |
Course Audience
New or intending users of Symantec 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! 2000
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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 Records with Duplicate Information
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Editing Contact Information
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Editing an Individual Contact Record
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Finding a Record or Set of Records
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Looking up "Other" Fields
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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 the Contact List View
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Customizing the Columns in the Contact List
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Adding a Column to a List View
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Groups within ACT! 2000
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Filtering Group Notes, Histories & Attachments
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Viewing the Members of a Group
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Activating a Group in the Contact Window
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Scheduling Activities
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Modifying and Scheduling a Series of Activities
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Scheduling Activities from the Calendars
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ACT! And Outlook Calendars
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Updating Your ACT! Calendar or Outlook Calendar
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Using Drag and Drop with the Calendar Views
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Viewing Outlook Activities in ACT!
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Displaying Outlook Activities in an ACT! Calendar
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Viewing Additional Outlook Activity Information
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Recording an Activity History
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Removing Outlook Activities
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Setting Activity Auto Roll-Over
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SideACT
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Recording Information in SideACT
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Moving Items from SideACT to ACT! 2000
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Corresponding with Contacts
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Selecting Your Default Word Processor
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Writing a Letter to an Individual Contact
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Attaching a File to a Contact Record Card
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Creating and Sending a Fax
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Sending an E-Mail Message
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Attaching an Incoming E-mail to a Contact Record
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Working with Word Processing Templates
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Editing and Creating Template Letters
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Using the Mail Merge Command
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ACT! 2000 Reports
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What are ACT! 2000 Reports?
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ACT! 2000 Report Templates
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Running a Standard ACT! Report
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Activities/Notes/Histories Tab
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Working with Other Reports
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Modifying the Reports Menu
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