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
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- Startup Preferences
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- How to Specify Startup Preferences
- Topic 1B: Customize Fields in a Database
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- Fields
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- Field Names
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- Field Deletion
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- How to Customize Fields in a Database
- Topic 1C: Customize Layouts
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- Layouts
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- How to Customize Layouts
- Topic 1D: Customize the Dashboard
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- Dashboard Designer
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- How to Customize the Dashboard
- Topic 1E: Modify Menus and Keyboard Shortcuts
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- The Customize Menus and Toolbars Dialog Box
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- How to Modify Menus and Keyboard Shortcuts
- Lesson 2: Creating Queries
- Topic 2A: Perform a Lookup
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- Queries
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- The Lookup By Example Dialog Box
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- How to Perform a Lookup
- Topic 2B: Create Advanced Queries
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- Advanced Query
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- How to Create Advanced Queries
- Lesson 3: Exchanging Data
- Topic 3A: Import Data
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- The Import Wizard
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- Field Mapping
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- The Merge Options
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- Delimited Text File
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- How to Import Data
- Topic 3B: Export Data
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- The Export Wizard
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- How to Export Data
- Topic 3C: Transfer Data to a Pocket PC
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- Synchronization
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- The ACT! Link for Pocket PC Wizard
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- How to Transfer Data to a Pocket PC
- Topic 3D: Work with a Remote Database
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- The Create Remote Database Command
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- The Synchronization Dialog Box
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- Sync Set
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- How to Work with a Remote Database
- Lesson 4: Using the Mail Merge Feature
- Topic 4A: Create a Template for Mail Merge
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- How to Create a Template for Mail Merge
- Topic 4B: Generate Form Letters
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- Form Letters
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- The Mail Merge Wizard
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- Mailing Labels and Envelopes
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- How to Generate Form Letters
- Lesson 5: Working with Report Templates
- Topic 5A: Generate Reports Using a Standard Report Template
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- Report Templates
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- Section
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- How to Generate Reports Using a Report Template
- Topic 5B: Generate Reports Using a Custom Report Template
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- Custom Report Templates
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- Report Designer
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- Summary Fields
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- Field Labels
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- How to Generate Reports Using a Custom Report Template
- Lesson 6: Administering the ACT! 2008 Database
- Topic 6A: Manage Data Security
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- User Accounts
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- Password Security
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- Security Roles
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- Field-Level Security
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- Record Access
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- The Share Database Option
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- Custom Permissions
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- How to Manage Data Security
- Topic 6B: Perform Database Maintenance
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- Database Backup
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- The Remove Old Data Dialog Box
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- The Check and Repair Option
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- Duplicate Records
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- How to Perform Database Maintenance
- Lesson 7: Using the Internet and Email Features of ACT! 2008
- Topic 7A: Create Web Page Attachments
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- Web Page Attachments
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- ACT! Links
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- How to Create Web Page Attachments
- Topic 7B: Generate Maps and Driving Directions
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- Maps and Driving Directions
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- How to Generate Maps and Driving Directions
- Topic 7C: Integrate ACT! 2008 with Email Applications
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- Email Services
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- The ACT! E-mail Window
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- How to Integrate ACT! 2008 with Email Applications