ACT!® 2009: Level 2
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