ACT! 2007: Basic

ACT! 2007:
Basic

Topic-Level Outline

�� Days:� 1

�� Prerequisites:� Windows XP: Basic, or equivalent experience

�� Unit 1 :� Getting started

�� Topic A: 0� Introducing ACT!

�� A-1:�� Starting ACT!

�� A-2:�� Examining the ACT! window

�� Topic B: 0� Navigation

�� B-1:�� Using database navigation techniques

�� B-2:�� Locating specific data

�� Topic C: 0� Closing databases

�� C-1:�� Closing a database and closing ACT!

�� Unit 2 :� Working with contacts

�� Topic A: 0� My Record

�� A-1:�� Looking up My Record

�� Topic B: 0� Creating and deleting contacts

�� B-1:�� Adding a new contact to the database

�� B-2:�� Duplicating an existing contact

�� B-3:�� Permanently deleting a contact

�� B-4:�� Deleting multiple contacts in one step

�� Topic C: 0� Secondary contacts

�� C-1:�� Adding a secondary contact

�� C-2:�� Editing and deleting a secondary contact

�� C-3:�� Promoting a secondary contact

�� Topic D: 0� Names and salutations

�� D-1:�� Specifying a contact�s first, middle, and last names

�� D-2:�� Setting name preferences

�� D-3:�� Updating the salutation for multiple contacts

�� Topic E: 0� Inserting notes

�� E-1:�� Inserting a note for a contact

�� E-2:�� Inserting a note for multiple contacts

�� Topic F: 0� Attaching files to a contact

�� F-1:�� Attaching a file to a contact record

�� F-2:�� Launching and viewing an attached file

�� Unit 3 :� Companies and divisions

�� Topic A: 0� Adding and removing companies

�� A-1:�� Adding a new company record

�� A-2:�� Deleting a company record

�� Topic B: 0� Managing companies

�� B-1:�� Associating a contact with a company

�� B-2:�� Updating address data automatically

�� Topic C: 0� Managing divisions

�� C-1:�� Adding a new division

�� C-2:�� Adding contacts to a division record

�� Unit 4 :� Simple lookups

�� Topic A: 0� Performing simple lookups

�� A-1:�� Performing a lookup on the basic contact fields

�� A-2:�� Performing a lookup on fields not in the menu

�� A-3:�� Performing a right-click lookup

�� Topic B: 0� Special lookups

�� B-1:�� Looking up contacts with a non-empty value

�� B-2:�� Looking up contacts with an empty value

�� B-3:�� Performing a greater than/less than lookup

�� Topic C: 0� Modifying lookups

�� C-1:�� Replacing the current lookup

�� C-2:�� Adding criteria to a lookup

�� C-3:�� Narrowing an existing lookup

�� Topic D: 0� Keyword searches

�� D-1:�� Searching for a phrase

�� Unit 5 :� Contact List view

�� Topic A: 0� Using Contact List view

�� A-1:�� Sorting contacts in Contact List view

�� A-2:�� Searching for data in the currently sorted field

�� Topic B: 0� Lookups in Contact List view

�� B-1:�� Performing a lookup of tagged contacts

�� B-2:�� Omitting tagged contacts from the current lookup

�� Topic C: 0� Customizing Contact List view

�� C-1:�� Adding a column to Contact List view

�� C-2:�� Removing a column from Contact List view

�� C-3:�� Changing the column order

�� Topic D: 0� Integrating Microsoft Excel

�� D-1:�� Exporting data to Microsoft Excel

�� Unit 6 :� Groups

�� Topic A: 0� Creating and deleting groups

�� A-1:�� Creating a group

�� A-2:�� Creating a subgroup

�� A-3:�� Deleting a group

�� A-4:�� Renaming an existing group

�� A-5:�� Converting a group to a company

�� Topic B: 0� Changing group membership

�� B-1:�� Adding static members to a group

�� B-2:�� Adding all selected contacts to a group

�� B-3:�� Removing static members from a group

�� B-4:�� Adding a dynamic group definition

�� B-5:�� Saving the current lookup as a dynamic group

�� Topic C: 0� Working with groups

�� C-1:�� Performing a lookup of all contacts in a group

�� C-2:�� Viewing group membership for a single contact

�� Unit 7 :� Activities

�� Topic A: 0� Calendar views

�� A-1:�� Viewing your calendar

�� A-2:�� Using the Mini-calendar

�� A-3:�� Filtering to show specific activities

�� Topic B: 0� Scheduling activities

�� B-1:�� Scheduling an activity

�� B-2:�� Editing an existing activity

�� B-3:�� Rescheduling an activity

�� B-4:�� Adding details to an existing activity

�� B-5:�� Creating a reminder e-mail for activity participants

�� B-6:�� Scheduling a private activity

�� B-7:�� Scheduling a global event

�� Topic C: 0� Completing activities

�� C-1:�� Clearing a completed activity

�� C-2:�� Erasing an unneeded activity

�� C-3:�� Recording a history of an unscheduled activity

�� Unit 8 :� Letters

�� Topic A: 0� Letter preferences

�� A-1:�� Setting the default word processor

�� Topic B: 0� Template-based letters

�� B-1:�� Writing a letter, memo, and fax cover page

�� B-2:�� Writing custom template-based letters

�� B-3:�� Creating a history of a letter sent

�� Topic C: 0� Envelopes

�� C-1:�� Printing a standard envelope

�� C-2:�� Creating an envelope template

�� C-3:�� Editing an envelope template

�� Topic D: 0� Labels

�� D-1:�� Previewing labels for contacts in the current lookup

�� D-2:�� Creating a non-standard label template

�� Unit 9 :� E-mail with Outlook

�� Topic A: 0� E-mail preferences

�� A-1:�� Setting ACT! to work with Microsoft Outlook

�� A-2:�� Configuring an ACT! Address Book in Outlook

�� Topic B: 0� Composing e-mail messages in ACT!

�� B-1:�� Composing a message from within Outlook

�� B-2:�� Composing a message from within ACT!

�� B-3:�� Composing a template-based e-mail

�� Topic C: 0� Recording e-mail histories

�� C-1:�� Setting e-mail history options in Outlook

�� C-2:�� Recording the history of a sent message

�� Unit 10 :� ACT! and the Internet

�� Topic A: 0� Web integration

�� A-1:�� Attaching a Web page to a contact

�� A-2:�� Launching a Web site from a record

�� Topic B: 0� Maps and driving directions

�� B-1:�� Generating a map for a contact

�� B-2:�� Generating driving directions

�� Unit 11 :� Reports

�� Topic A: 0� Contact reports

�� A-1:�� Running a Contact report for the current contact

�� A-2:�� Running a Contact Directory report

�� A-3:�� Running a Phone List report

�� A-4:�� Running a History Summary Classic report

�� A-5:�� Running an Activities report

�� Topic B: 0� Group and company reports

�� B-1:�� Running a Group Membership report

�� B-2:�� Running a Group List report

�� B-3:�� Running a Company Summary report

�� Topic C: 0� Opportunity reports

�� C-1:�� Running a Sales Analysis by Record Manager report

�� C-2:�� Running an Opportunities by Record Manager report

�� Topic D: 0� Printing an address book

� D-1:� Printing an address book on letter-size paper