ACT!® 2008: Level 2

Course Specifications

Course number: 084920
Course length: 1.0 day(s)

Course Description

Course Objective: You will customize the ACT! 2008 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, the student should have completed the following Element K course: ACT!® 2008: Level 1; or have equivalent knowledge.

Course Objectives

Upon successful completion of this course, students will be able to:

customize the ACT! 2008 environment.
query a database.
exchange data.
work with the mail merge feature.
work with report templates.
administer the ACT! 2008 database.
use the Internet and email features of ACT! 2008.

Course Content

Lesson 1: Customizing the ACT! 2008 Environment

Topic 1A: Specify Startup Preferences

: Startup Preferences

: How to Specify Startup Preferences

Topic 1B: Customize Fields in a Database

: Fields

: Field Names

: Field Deletion

: How to Customize Fields in a Database

Topic 1C: Customize Layouts

: Layouts

: How to Customize Layouts

Topic 1D: Customize the Dashboard

: Dashboard Designer

: How to Customize the Dashboard

Topic 1E: Modify Menus and Keyboard Shortcuts

: The Customize Menus and Toolbars Dialog Box

: How to Modify Menus and Keyboard Shortcuts

Lesson 2: Creating Queries

Topic 2A: Perform a Lookup

: Queries

: The Lookup By Example Dialog Box

: How to Perform a Lookup

Topic 2B: Create Advanced Queries

: Advanced Query

: How to Create Advanced Queries

Lesson 3: Exchanging Data

Topic 3A: Import Data

: The Import Wizard

: Field Mapping

: The Merge Options

: Delimited Text File

: How to Import Data

Topic 3B: Export Data

: The Export Wizard

: How to Export Data

Topic 3C: Transfer Data to a Pocket PC

: Synchronization

: The ACT! Link for Pocket PC Wizard

: How to Transfer Data to a Pocket PC

Topic 3D: Work with a Remote Database

: The Create Remote Database Command

: The Synchronization Dialog Box

: Sync Set

: How to Work with a Remote Database

Lesson 4: Using the Mail Merge Feature

Topic 4A: Create a Template for Mail Merge

: How to Create a Template for Mail Merge

Topic 4B: Generate Form Letters

: Form Letters

: The Mail Merge Wizard

: Mailing Labels and Envelopes

: How to Generate Form Letters

Lesson 5: Working with Report Templates

Topic 5A: Generate Reports Using a Standard Report Template

: Report Templates

: Section

: How to Generate Reports Using a Report Template

Topic 5B: Generate Reports Using a Custom Report Template

: Custom Report Templates

: Report Designer

: Summary Fields

: Field Labels

: How to Generate Reports Using a Custom Report Template

Lesson 6: Administering the ACT! 2008 Database

Topic 6A: Manage Data Security

: User Accounts

: Password Security

: Security Roles

: Field-Level Security

: Record Access

: The Share Database Option

: Custom Permissions

: How to Manage Data Security

Topic 6B: Perform Database Maintenance

: Database Backup

: The Remove Old Data Dialog Box

: The Check and Repair Option

: Duplicate Records

: How to Perform Database Maintenance

Lesson 7: Using the Internet and Email Features of ACT! 2008

Topic 7A: Create Web Page Attachments

: Web Page Attachments

: ACT! Links

: How to Create Web Page Attachments

Topic 7B: Generate Maps and Driving Directions

: Maps and Driving Directions

: How to Generate Maps and Driving Directions

Topic 7C: Integrate ACT! 2008 with Email Applications

: Email Services

: The ACT! E-mail Window

: How to Integrate ACT! 2008 with Email Applications