ACT! 2007:
Basic
Topic-Level Outline
Days: 1
Prerequisites: Windows
XP: Basic, or equivalent experience
Unit 1: Getting started
Topic A: Introducing ACT!
A-1: Starting ACT!
A-2: Examining the ACT! window
Topic B: Navigation
B-1: Using database navigation techniques
B-2: Locating specific data
Topic C: Closing databases
C-1: Closing a database and closing ACT!
Unit 2: Working with contacts
Topic A: My Record
A-1: Looking up My Record
Topic B: 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: Secondary contacts
C-1: Adding a secondary contact
C-2: Editing and deleting a secondary contact
C-3: Promoting a secondary contact
Topic D: 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: Inserting notes
E-1: Inserting a note for a contact
E-2: Inserting a note for multiple contacts
Topic F: 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: Adding and removing companies
A-1: Adding a new company record
A-2: Deleting a company record
Topic B: Managing companies
B-1: Associating a contact with a company
B-2: Updating address data automatically
Topic C: Managing divisions
C-1: Adding a new division
C-2: Adding contacts to a division record
Unit 4: Simple lookups
Topic A: 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: 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: Modifying lookups
C-1: Replacing the current lookup
C-2: Adding criteria to a lookup
C-3: Narrowing an existing lookup
Topic D: Keyword searches
D-1: Searching for a phrase
Unit 5: Contact List view
Topic A: Using Contact List view
A-1: Sorting contacts in Contact List view
A-2: Searching for data in the currently sorted field
Topic B: Lookups in Contact List view
B-1: Performing a lookup of tagged contacts
B-2: Omitting tagged contacts from the current lookup
Topic C: 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: Integrating Microsoft Excel
D-1: Exporting data to Microsoft Excel
Unit 6: Groups
Topic A: 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: 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: 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: Calendar views
A-1: Viewing your calendar
A-2: Using the Mini-calendar
A-3: Filtering to show specific activities
Topic B: 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: 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: Letter preferences
A-1: Setting the default word processor
Topic B: 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: Envelopes
C-1: Printing a standard envelope
C-2: Creating an envelope template
C-3: Editing an envelope template
Topic D: 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: E-mail preferences
A-1: Setting ACT! to work with Microsoft Outlook
A-2: Configuring an ACT! Address Book in Outlook
Topic B: 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: 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: Web integration
A-1: Attaching a Web page to a contact
A-2: Launching a Web site from a record
Topic B: Maps and driving directions
B-1: Generating a map for a contact
B-2: Generating driving directions
Unit 11: Reports
Topic A: 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: 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: Opportunity reports
C-1: Running a Sales Analysis by Record Manager report
C-2: Running an Opportunities by Record Manager report
Topic D: Printing an address book
D-1: Printing an address book on letter-size paper