ACT! 2000: Advanced

Course description

Overview: Students will learn the advanced features of contact management.

Prerequisites: Windows 98: Introduction, and ACT! 2000: Introduction, or equivalent knowledge.

Performance-based objectives

Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

*           Perform complex lookups by creating, naming, and using queries and Advanced queries.

*           Automate procedures by recording and running macros, and by accessing macros through the toolbar.

*           Exchange data by importing data into an ACT! database, exporting data out of an ACT! database, and synchronizing data between ACT! databases.

*           Customize an ACT! database by modifying field names and attributes, layouts, menus, and keyboard shortcuts.

*           Work with templates by creating, editing, merging, and applying templates.

*           Work with report templates by creating and editing them.

*           Manage a database by securing it, backing it up, and purging, compressing, and reindexing it.

*           Connect to World Wide Web sites by using Internet links.

Course content

Lesson 1: Creating and Using Queries

Creating Queries

Creating Advanced Queries

Adding Queries to the Lookup Menu

Lesson 2: Creating Macros

Creating a Macro

Adding Macros to the Toolbar

Lesson 3: Importing, Exporting, and Synchronizing Data

Importing Data

Exporting Data

Exchanging Data Using Hand-Held Devices

Synchronizing Data

Lesson 4: Customizing ACT!

Specifying Startup Settings

Modifying Fields in a Database

Modifying Layouts

Modifying Menus and Keyboard Shortcuts

Lesson 5: Working with Templates and Mail Merge

Creating a Mail Merge Template

Generating Form Letters

Adding Templates to the Write Menu

Lesson 6: Customizing Report Templates

Modifying Report Templates

Using a Custom Report Template

Lesson 7: Administrating your ACT! Database

Managing Data Security

Performing System Maintenance

Lesson 8: Internet Features

Internet Overview

Internet Links