ACT! by Sage 2006 Training
CD Contents For This Title
All the chapters and lesson contents of ACT! by Sage 2006 are listed below.
To help you evaluate our training, we have made some of the tutorials for ACT! by Sage 2006 freely available. Click on any of the linked lesson listings below to preview FREE!
VTC author, Bill Ferguson, has used and taught others to use, contact management software for more than 10 years. This tutorial provides detailed information needed to make the most out of ACT! by Sage 2006. Ferguson demonstrates how contact management software can efficiently and effectively increase user productivity. Learn to track contacts, follow leads, create reports, write letters and faxes, and even automate quotes using ACT!. To begin learning ACT! for Sage 2006 today, simply click on one of the movie links.
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Introduction
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| What Is Contact Management Software? | (03:38) | |
| Overview of ACT! Training | (06:52) | |
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The Basics
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| Starting Your ACT! Software | (04:08) | |
| ACT! Terminology pt. 1 | (07:07) | |
| ACT! Terminology pt. 2 | (07:11) | |
| Contact Record Basics | (07:00) | |
| Browsing Records | (03:58) | |
| Layouts | (06:09) | |
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Working With Your Contacts
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| Locating Contacts with Lookup | (05:57) | |
| Lookup Variations | (07:02) | |
| Customizing a Contact List | (03:46) | |
| Using Tag Mode vs. Edit Mode | (06:27) | |
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Scheduling Your Day with ACT!
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| Managing Activities pt. 1 | (06:45) | |
| Managing Activities pt. 2 | (06:44) | |
| Using Alarms | (04:23) | |
| Using the Calendar | (06:35) | |
| Working with Notes and History pt. 1 | (05:12) | |
| Working with Notes and History pt. 2 | (02:09) | |
| Organizing with the Task List | (04:16) | |
| Managing from the Task List | (05:56) | |
| Modifying Scheduled Activities | (03:49) | |
| Scheduling Recurring Activities | (06:00) | |
| Creating and Using an Activity Series pt. 1 | (04:58) | |
| Creating and Using an Activity Series pt. 2 | (02:45) | |
| Clearing Activities | (06:06) | |
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Querying ACT!
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| Lookups by Example | (06:24) | |
| Using and Modifying Queries | (03:40) | |
| Grouping Queries | (05:52) | |
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Groups and Companies
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| Displaying Group & Company Lookups | (05:46) | |
| Understanding Group & Company Management | (05:46) | |
| Creating and Populating a Group or Company | (05:59) | |
| Working with Groups and Companies | (06:29) | |
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Getting It In Writing
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| Creating with the ACT! Word Processor | (06:40) | |
| Using Templates for Letters/Faxes/Memos | (03:10) | |
| Integrating MS Word with ACT! 2006 | (04:38) | |
| Creating Mail Merges | (05:08) | |
| Printing Envelopes and Labels | (04:08) | |
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Using E-mail and Internet
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| Configuring ACT! E-mail | (05:38) | |
| Integrating ACT! With Microsoft Outlook | (05:05) | |
| Using Internet Services | (04:50) | |
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Tracking Opportunities
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| Creating Opportunities pt. 1 | (06:31) | |
| Creating Opportunities pt. 2 | (06:46) | |
| Managing Opportunities | (05:09) | |
| Creating Opportunity Reports | (07:00) | |
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Database Design
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| Creating a New Database | (04:13) | |
| Customizing Fields | (04:30) | |
| Managing Field Behavior | (06:05) | |
| Designing Layouts | (07:09) | |
| Customizing Menus and Toolbars pt. 1 | (06:02) | |
| Customizing Menus and Toolbars pt. 2 | (01:39) | |
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Designing Reports
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| Report Basics | (05:24) | |
| Phone List and Contact Directory | (06:25) | |
| Report Filters | (04:08) | |
| Basic Report Templates | (06:39) | |
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Database Administration
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| Database Administration Overview | (03:39) | |
| Defining Users | (05:07) | |
| Creating a Backup | (05:26) | |
| Setting Up Multi-User Databases | (04:58) | |
| Cleaning Up Your Data | (07:36) | |
| Deleting a Database | (03:30) | |
| Restoring a Database | (05:07) | |
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Synchronization
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| Synchronization Overview | (03:46) | |
| Determining the Connection Method | (04:07) | |
| Defining the Users and Contacts | (04:21) | |
| Setting Up the Synchronization Environment | (05:02) | |
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Productivity Tools
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| Productivity Tools Overview | (02:38) | |
| Assistance | (05:11) | |
| Feature Tours | (02:57) | |
| Online Manuals | (06:56) | |
| Preferences pt. 1 | (04:19) | |
| Preferences pt. 2 | (05:45) | |
| Preferences pt. 3 | (05:47) | |
| Timer | (04:52) | |
| Auto Update | (04:20) | |
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Credits
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| About this Author | (01:12) | |
Title Information / Pricing
| Title: | ACT! by Sage 2006 |
| Author: | Bill Ferguson/Certified Instructor |
| SKU: | 33685 |
| ISBN: | 1-933736-17-8 |
| Release Date: | 2006-05-02 |
| Price: |
Single User: US$ 99.95
Multi User(10): US$ 500.00 |
| Duration: | 6.5 hrs / 75 lessons |
| Work Files: |
No |
| Captions: | No |
| Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7 |
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