ACT!® 2008: Level 2
Course Specifications
Course number: 084920
Software: ACT!® 2008
Course length: 1.0 day(s)
Course Description
In the first course in this series, ACT!® 2008 : Level 1, you 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! 2008 environment, query and exchange data, work with templates, administer ACT!, and use its Internet features. 
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.

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 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 2008
•	Microsoft® Outlook Express 5.5/6.0
•	Microsoft® Outlook® 2000 or a later version
•	Lotus Notes® 6.0 or a later version
•	Microsoft® Internet Explorer® 6.0 or a later version
•	Microsoft® ActiveSync® 3.5-4.5 (for an optional activity)
Performance-Based 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
Topic 1B: Customize Fields in a Database
Topic 1C: Customize Layouts
Topic 1D: Customize the Dashboard
Topic 1E: Modify Menus and Keyboard Shortcuts

Lesson 2: Creating Queries
Topic 2A: Perform a Lookup
Topic 2B: Create Advanced Queries

Lesson 3: Exchanging Data
Topic 3A: Import Data
Topic 3B: Export Data
Topic 3C: Transfer Data to a Pocket PC
Topic 3D: Working with a Remote Database

Lesson 4: Using the Mail Merge Feature
Topic 4A: Create a Template for Mail Merge 
Topic 4B: Generate Form Letters

Lesson 5: Working with Report Templates
Topic 5A: Generate Reports Using a Standard Report Template
Topic 5B: Generate Reports Using a Custom Report Template

Lesson 6: Administering the ACT! 2008 Database
Topic 6A: Manage Data Security
Topic 6B: Perform Database Maintenance

Lesson 7: Using the Internet and Email Features of ACT! 2008
Topic 7A: Create Web Page Attachments
Topic 7B: Generate Maps and Driving Directions
Topic 7C: Integrate ACT! 2008 with Email Applications