ACT! 2006 For Dummies

Overview

Contact management software (CRM) like ACT! are extremely valuable tools that can save you time and money. ACT! is easy to set up and takes little time to create a database, however, it is also a little bit more complex to understand than ordinary software.

ACT! 2006 For Dummies is the friendly new guide to the latest version of ACT! This straightforward, plain-English book shows you the fun and easy way to consolidate, view, and edit all contacts from your company and your ...

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Overview

Contact management software (CRM) like ACT! are extremely valuable tools that can save you time and money. ACT! is easy to set up and takes little time to create a database, however, it is also a little bit more complex to understand than ordinary software.

ACT! 2006 For Dummies is the friendly new guide to the latest version of ACT! This straightforward, plain-English book shows you the fun and easy way to consolidate, view, and edit all contacts from your company and your life. Providing you with a general overview of ACT! and the basics, you will have the tools you need to:

  • Add, duplicate, and delete contacts
  • Remodel and customize lists and tabs
  • Perform contact searches
  • Work with ACT! notes and histories
  • Schedule your activities
  • Share, design, and merge your reports
  • Create contact fields
  • Customize your layout
  • Maintain and back up databases
  • Administer your database
  • Integrate ACT! with Microsoft
  • Take advantage of exciting opportunities
  • Work with ACT! Premium on the Web

Packed with both ACT! 2006 and ACT! Premium features for the Web as well as tips for making ACT! work better for you, this is the ultimate reference to cleaning up your ACT and reaching your life and business’ full potential!

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Product Details

  • ISBN-13: 9780471774549
  • Publisher: Wiley
  • Publication date: 12/12/2005
  • Series: For Dummies Series
  • Edition number: 1
  • Pages: 394
  • Sales rank: 1,452,929
  • Product dimensions: 7.48 (w) x 9.10 (h) x 0.95 (d)

Meet the Author

Karen S. Fredricks began her life rather non-technically growing up in Kenya. She attended high school in Beirut, Lebanon, where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has been an ardent Gator fan ever since. In addition to undergraduate studies in English and accounting, Karen has a Master’s degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC during its inception in the early ‘80s and has worked as a full-time computer consultant and trainer ever since.
Karen is an ACT! Certified Consultant, an ACT! Premier Trainer, a Microsoft Office User Specialist, and a QuickBooks Pro Certified Advisor. She is the author of both the ACT! 6 For Dummies and ACT! 2005 For Dummies books, many copywrited training manuals, and the editor of ACT! Extra, a monthly newsletter. She is a frequent guest on the several syndicated radio talk shows and has frequent public speaking engagements. A true ACT! FanACTic, she founded the ACT! Users Group of South Florida and served as the official host for the ACT! 6 Launch Tour in Florida.

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Table of Contents

Ch. 1 An overview of ACT! 9
Ch. 2 The various faces of ACT! 15
Ch. 3 Getting your ACT! together 29
Ch. 4 Making contact(s) 51
Ch. 5 A few good tabs and lists 65
Ch. 6 The ACT! lookup : searching for your contacts 81
Ch. 7 Stamping out the sticky note 99
Ch. 8 Playing the dating game 109
Ch. 9 Using the basic ACT! reports 131
Ch. 10 Designing your own reports 149
Ch. 11 Merging your information into a document 163
Ch. 12 ACT! e-mail 177
Ch. 13 Creating contact fields 193
Ch. 14 Customizing layouts 211
Ch. 15 Zen and the art of database maintenance 227
Ch. 16 Administering to your database 243
Ch. 17 ACT!ing with synchronizations 265
Ch. 18 Integrating ACT! with Microsoft 283
Ch. 19 ACT!ing on your opportunities 301
Ch. 20 Grouping your contacts 321
Ch. 21 Joining a company 335
Ch. 22 Working with ACT! Premium for Web 353
Ch. 23 Ten reasons to use ACT! Premium for Web 369
Ch. 24 Ten tips to make ACT! work better 375
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