ACT! Windows 3: Intermediate

Course Code: ACTW3-2
Time: 7 hours
Prerequisites: ACT! Windows 3: Introduction
Working With Contacts
Setting Up For Class
The Contact List
Sorting the Contact List
Manipulating Contact List Columns
Locking List Columns
Controlling the Contact List
Attachments
Customizing Contact Fields
The Attributes Tab
The Drop-down Tab
The Triggers Tab

Working With Groups
Reviewing Groups
Other Uses For Groups
Group Notes
Associating Activities with Groups
Group User Fields

Design Layouts
Defining and Modifying Layouts
Creating Design Layouts
The Tool Palette
Adding Items to Your Layout
Saving Layouts
Modifying Layouts
Formatting Layouts
Layout Tabs
Testing Your Layouts
Field Entry Order
Group Stops

Designing Reports
Report Templates
The Report Designer
Adding Report Objects
Control Source Information
Print Preview
Sizing Sections
Using Custom Reports
Miscellaneous Cool Stuff
Macros
Recording a Macro
Running a Macro
Assigning Macros to Toolbars and Menus
Deleting a Macro
Customizing ACT!
Roll over
Queries
Lookup By Example
Creating Advanced Queries
The Query Helper
Adding a Custom Query to the Menu
Deleting Query Files

Synchronization
Synchronizing Databases
Determine the connection method
Set up Synchronization Folders
Tell ACT! Where Sync Packets Will Be Located
Define Users and Enable Synchronization
Send and Receive Options
Create Database(s) to Synchronize With
Perform the Synchronization
Automatic Synchronization

Appendix
Database Administration
Creating Users
Deleting Databases
Database Maintenance

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