Course Specifications
Course number: 084093
Software: ACT!® 2009
Course length: 1.0 day(s)
Course Description
You have gained the basic skills required to organize
contact information in a database. In addition to organizing and working with
data, you might also want to retrieve specific information about your contacts,
send email to them, and also maintain information without any data loss. In
this course, you will customize the ACT! 2009 environment, query and exchange
data, administer the database, work with templates and the ACT! word processor,
use the email and Internet features, and integrate the Outlook and ACT! calendars.
Course Objective: You will customize the ACT! 2009 environment, query and exchange
data, work with templates, administer ACT!, and use its Internet features.
Target Student: This course is intended for corporate users, small business owners,
government, medical, education, and nonprofit entities.
Prerequisites: Students enrolling to this course should have basic PC
skills and understanding of Windows. Before taking this course, students should
have completed the following Element K course: ACT!® 2009 Level 1; or
have equivalent knowledge.
Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Hardware Requirements
- Minimum 600 MHz Intel® Pentium® III (or equivalent)
processor
- Minimum 512 MB of RAM
- Minimum 1 GB of available hard disk space
- CD-ROM drive
- SVGA (800 x 600) or higher resolution monitor
- Internet connection
Pocket PC Requirements (for an optional activity)
- Pocket PC 2000/2002/Phone Edition (Windows CE 3.0), Windows
Mobile® 2003 (Windows CE 4.0 and 4.20.0); Windows Mobile® 2005/5.0
- Minimum 133 MHz or higher processor
- Minimum 16 MB or higher memory
- Minimum 500K free memory plus 1K for each contact
Platform Requirements
- Microsoft® Windows® XP Professional (Service Pack 2)
Software Requirements
- ACT!® by Sage 2009 11.x
- Microsoft® Outlook® 2003 or a later version
- Microsoft® Internet Explorer® 6.0 or a later version
- Microsoft® ActiveSync® 3.5-4.5 (for an optional activity)
- Microsoft® Outlook® Express
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- customize the ACT! 2009 environment.
- create queries.
- administer the ACT! 2009 database.
- work with report templates.
- work with the ACT! word processor.
- integrate ACT! 2009 with email.
- work with the ACT! and Outlook calendars.
- use the Internet features in ACT! 2009.
Course Content
- Lesson 1: Customizing the ACT! 2009 Environment
- Topic 1A: Specify the Startup Preferences
- Topic 1B: Customize Fields in a Database
- Topic 1C: Customize Layouts
- Topic 1D: Customize the Dashboard
- Topic 1E: Modify Menus and Keyboard Shortcuts
- Topic 1F: Automate Important Tasks
- Lesson 2: Creating Queries
- Topic 2A: Perform a Lookup Based on Multiple Criteria
- Topic 2B: Create Advanced Queries
- Lesson 3: Administering the ACT 2009 Database
- Topic 3A: Import Data
- Topic 3B: Export Data
- Topic 3C: Transfer Data to a Pocket PC
- Topic 3D: Manage Data Security
- Topic 3E: Perform Database Maintenance
- Lesson 4: Working with Report Templates
- Topic 4A: Generate Reports Using a Standard Report Template
- Topic 4B: Generate Reports Using a Custom Report Template
- Topic 4C: Generate Opportunity Reports
- Lesson 5: Working with the ACT! Word Processor
- Topic 5A: Create a Template for Mail Merge
- Topic 5B: Generate Form Letters
- Lesson 6: Integrating ACT! 2009 with Email
- Topic 6A: Set Up an Email System in ACT!
- Topic 6B: Send an Email from the Notes Preview Pane
- Topic 6C: Transfer Information from an Email Client into ACT!
- Lesson 7: Working with Calendars
- Topic 7A: Integrate the Outlook and ACT! Calendars
- Topic 7B: Set Alarms
- Lesson 8: Using the Internet Features in ACT!
- Topic 8A: Create Web Page Attachments
- Topic 8B: Generate Maps and Driving Directions
- Appendix A: Synchronize
with a Remote Database
-
- Supplemental Topic Work with a Remote Database