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- Louise Nolan


Symantec ACT! 3.0 Advanced



Course Aims
This intensive course is designed to expand knowledge of ACT! 3.0, Symantec's business contact manager for the Windows environment. This entirely 'hands on' 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
ACT! Administrators and experienced users requiring more advanced use of this contact management system.

This course can be found in the following categories:
Course Library > Contact Management

Table of Contents
Symantec ACT! Version 3.0 Advanced
  • The Contact Management Concept
  • Personal Investment
     
    ACT! On Screen Help
  • Using Help
     
    The ACT! Version 3 Screens
  • Screen Control Buttons - Top
  • Screen Control Buttons - Bottom
  • Screen Control Buttons
     
    Data Entry
  • Setting up a New Contact
  • Notes on Entering Phone Numbers
  • Data Entry
     
    Setting Personal Preferences
  • Setting Preferences
  • Review One
     
    Time Management
  • Quick Scheduling
  • Scheduling Meetings
  • Scheduling Meetings
  • Scheduling To-do's
  • Clearing Activities and Booking Follow-ups
  • The Calendars
  • The Task List
  • F4 and Right Mouse Click
     
    Groups and Attachments
  • The Group Concept
  • Viewing Groups
  • Attachments
     
    Letters and Documents.
  • Letters and Documents.
     
    Lookups
  • Simple Lookups
  • Lookups
  • Keyword Lookup
  • Complex Lookups
  • Advanced Queries
    Backup and Maintenance
  • Backup
  • Maintenance
     
    Database Definition
  • Defining Fields
  • Customising Existing Fields
  • Drop Down Menus
  • Field Definitions
     
    Screen Layout
  • Screen Layout
     
    Running Reports
  • Simple Report Customisation
     
    Import and Export
  • Import and Export
     
    Mailing Labels
  • Labels
  • Printing Labels
     
    Converting an ACT! Version 2 Database
  • Converting ACT! 2.0 Report Templates
     
    Administration
  • ACT! Administration
  • Passwords
  • Adding Users for Multi-user Databases
  • Backups
  • Database Maintenance
  • Locking a Database
  • Checking for Duplicates
     
    Slips and Trips
  • Field Definitions
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