| Lesson name |
Time |
Description |
| GROUP LESSONS |
|
|
| Creating a Group |
4:31 |
What a group is and how to use it |
| Looking up a Group |
1:08 |
Find the group of records you want to work with |
| Exporting groups records |
2:09 |
Exporting the contacts in a group to Excel spreadsheet |
| Sub-Groups |
1:56 |
Adding a sub-group to an existing group |
| Converting a Group to a Company |
2:20 |
If you used groups in older versions of ACT! as pseudo-company records, convert them |
| Dynamic Group Membership |
3:45 |
Add contacts automatically |
| |
|
|
| COMMUNICATIONS |
|
|
| Writing a letter |
3:39 |
Create a letter and attach to a contact |
| Modifying the Letter template |
3:32 |
Make the letter template personal |
| Email merge |
5:54 |
Create a template, send by email |
| |
|
|
| MODIFYING THE DATABASE |
|
|
| New field |
5:37 |
Add a new e-mail field to the database and layout |
| Which type of field to add |
5:00 |
Overview of the new field types |
| Adding a Drop down to an existing field |
2:53 |
Manage your drop down lists |
| Add a picture or memo field |
6:43 |
The keys to adding a picture field or a memo field the right way |
| Tabs |
2:47 |
Hiding or adding tabs to the layout |
| Field Trigger |
3:09 |
How to trigger another action in a field |
| |
|
|
| PREMIUM USERS STUFF |
|
|
| Resources |
2:48 |
Adding and scheduling resources |
| Company Event |
2:05 |
Scheduling an event on a company wide basis |
| Search the Calendar |
3:24 |
Let ACT! search for open times to meet |
| Team Security |
2:13 |
Create teams and set security |
| Field Security |
4:04 |
Set permissions for a field |
| |
|
|
| ADVANCED ACTIVITIES |
|
|
| Custom Activity |
3:18 |
Create activity types congruent with your business |
| E-mail confirmation |
3:29 |
Send an e-mail to the person confirming a meeting, phone call etc. via scheduling |
| Lookup Activity |
2:50 |
Locate the missed contacts in your database |
| Priorities |
2:10 |
Configure priority settings for your activities |
| Lookup by Example |
2:13 |
Use multiple entries for lookups |
| Lookup by security settings |
1:38 |
Locate the contacts you have designated as private or as having limited access |
| Sending Invitations |
2:07 |
Sending invitations to your team members |
| Calendar Access |
1:12 |
Granting access to your calendar |
| |
|
|
| POTPOURRI |
|
|
| Back and Restore |
3:16 |
Protect yourself from a hard drive crash |
| Synchronize to your PDA |
3:19 |
Send your ACT! to your hand held PDA |
| List View |
4:53 |
Working in the columnar view |
| Advanced Query |
4:43 |
Create queries for target searches of ACT! data |
| Deleting a Database |
:57 |
Be careful with this one |
| Export |
3:43 |
Exporting ACT! data |
| Removing Duplicates |
3:53 |
Find and combine duplicate contact records |
| Importing |
10:19 |
How to import data from a text file |
| Multiple Record Update |
4:20 |
Updating a field on multiple contact records |
| Record Security |
4:11 |
Setting record security public vs. private |
| Setting Preferences |
6:57 |
Modify the way you want ACT! to work for you |
| Salutations |
3:05 |
Selecting the salutation preference, executing an update |
| |
|
|
| REPORTS |
|
|
| Reports |
5:43 |
Overview of the standard ACT! reports |
| Notes/History |
2:21 |
Combining Notes and History into a report |
| END |
|
|
| Total Time |
|
|
