Act! Windows 2: Introduction

Course Code: ACTW2-1 Time: 7 hours

Prerequisites: Windows: Introduction

The Basics What's Contact Management Software? Starting ACT! Windows Screen Elements The Mouse Using the Menu and Function Keys Viewing Contacts Opening a Database My Records Layouts Viewing Other Records The Lookup Menu Keywords Working with Contact Records Inserting a Record Popup Fields Making a Note Deleting a Record Customizing a Field Data Types Attributes Groups Activities Scheduling Calls, Meetings, and To-dos Alarms Priorities Public vs. Private Sending E-mail Responding to an Alarm Scheduling Recurring Activities Scheduling for Multiple Records

Activity and Task Lists Activity Lists Task List History Using the Calendar Viewing the Calendar Scheduling Activities from the Calendar Modifying Activities from the Calendar Rescheduling using Drag and Drop Printing the Calendar Using the Word Processor Creating Letters, Memos, and Faxes Saving a Document Printing Documents Envelopes Opening Existing Documents Form Letters Testing the Template Saving a Template Merging the Template ACT! Reports ACT! Reports Sorting Data in Reports Editing Report Templates Creating from a Template Screen Modifying the Report Menu The Wonders of the Ampersand Creating a Database Creating a Database Adding Records Setting Database Preferences Changing a Password Quick & Easy Exit

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