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Course Duration: 1 day
Please click here to see course dates and availability for ACT! training at your chosen training centre(s) |
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Stage two training deals with the more advanced features of ACT!. Typically, course attendants will have good basic knowledge of ACT! and user experience.
This well structured interactive course allows you to learn everything you need to know through clear instruction and example tasks.
At the end of the course you will able to use ACT! effectively & to understand it’s purpose and potential for use within your company.
This course is also suitable for existing users of ACT! Professional who wish to familiarise themselves with all aspects of the program. |
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| Session 1 |
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| Creating a New Database and Defining Users |
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Creating a New Database |
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Creating Users |
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Creating Teams |
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Managing User Passwords |
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Deleting Users |
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| Session 2 |
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| Customising ACT! Fields |
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Planning a Database |
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Modifying Existing Fields |
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Creating Drop-Down Lists |
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Creating New Fields |
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Field Level Security |
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| Session 3 |
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| Customising ACT! Layouts |
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Amending a Layout |
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Creating a New Tab |
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Adding New Fields to a Layout |
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Setting the Field Entry Order |
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| Session 4 |
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| Importing Data |
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Duplicate Checking |
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Importing from Another ACT! Database |
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Importing from Microsoft Excel |
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Importing from Microsoft Outlook |
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| Session 5 |
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| Using ACT! Report Designer |
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Understanding Report Structure |
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Amending an Existing Report |
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| Session 6 |
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| Customising Menus & Toolbars |
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Adding/Removing Toolbar Icons |
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Adding/Removing Navbar Icons |
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Adding/Removing Menu Items |
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Using Custom Commands |
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Session 7
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| The Sage Accounting Link |
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Setting up the link |
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Importing Sage 50 records into ACT! |
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Creating Sage 50 records from ACT! contacts |
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Linking existing records |
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Updating linked contacts |
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Accounting link functionality |
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