Learn Act! 2000 for the Advanced User

Overview

Learn ACT! 2000 for the Advanced User presents a series of topics designed for those who have gone beyond the basics of this industry-leading contact management software. Among these topics for advanced users are customizing the screen layout, adding groups and subgroups, setting up for and using e-mail, and synchronizing databases. The authors discuss several enhancements to ACT! 2000, including the new Sales/ Opportunities tab, which is based on the Dale Carnegie? sales methodology and assists in tracking ...
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Overview

Learn ACT! 2000 for the Advanced User presents a series of topics designed for those who have gone beyond the basics of this industry-leading contact management software. Among these topics for advanced users are customizing the screen layout, adding groups and subgroups, setting up for and using e-mail, and synchronizing databases. The authors discuss several enhancements to ACT! 2000, including the new Sales/ Opportunities tab, which is based on the Dale Carnegie® sales methodology and assists in tracking contacts through the sales process. ACT! 2000 has also added more Internet links to assist with sales training, area code updates, and sales leads; integrated more closely with Microsoft Outlook; and automated some database maintenance tasks. SalesLogix, the new owner of ACT!, is also discussed. The companion CD provides the latest service packs from SalesLogix, some of the more important add-ons, and several examples of what can be done with ACT!, including an Access program showing how ACT! can be combined with a database program to perform basic sales functions

Author Biography: Deborah Bean and Neal Berkowitz are ACT! consultants and trainers in Dallas, Texas. They also coordinate the ACT! workshop at the North Texas Computer User's Group, and are the authors of Learn ACT! 4.0 for the Advanced User (1-55622-588-1). END.

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Product Details

  • ISBN-13: 9781556227448
  • Publisher: Wordware Publishing, Inc.
  • Publication date: 6/28/2000
  • Edition description: BK&CD-ROM
  • Pages: 400
  • Product dimensions: 7.56 (w) x 9.22 (h) x 1.22 (d)

Table of Contents

Introduction 1
Chapter 1 Setup 9
Stand-Alone, Network, or Remote? 9
Installing the Stand-Alone System 11
Summary 28
Chapter 2 Contacts 29
One Database or Several? 29
Creating Your First Database 30
Navigating Between Contacts 34
Adding Notes 35
Adding Activities 35
Adding a Contact Record to a Group 39
An Overview of Other ACT! Functions 41
Summary 42
Chapter 3 Screen Layout 43
The Many ACT! Windows 43
The Contacts Window 44
Changing the Size of the Contacts Window Sections 50
Using the Fields in the Contacts Window 51
Summary 54
Chapter 4 Lookups 55
Simple Searches 56
Other Options in the Lookup Dialog Box 61
Using the Contact List to Create a Lookup 62
Complex Searches 65
Queries 68
Summary 75
Chapter 5 Notes and History 77
The Notes/History Tab 77
Adding Notes 81
Recording History 82
Attaching Files 84
Summary 85
Chapter 6 Activities 87
Scheduling Activities 87
Schedule Conflicts 94
Filtering the Activities Tab 94
Advanced Scheduling 96
Alarms 103
Clearing Activities 104
Keeping Track of Activities 107
Activity Series 115
Summary 121
Chapter 7 Sales/Opportunities 123
Sales/Opportunies Tab Layout 123
The Sales Funnel 124
Adding a New Opportunity 127
Graphing Sales 131
Filtering the Sales/Opportunities Tab 133
Summary 134
Chapter 8 Groups 135
Types of Groups 135
Groups Window Layout 136
Adding a New Group 141
Creating a Subgroup 143
Lookups by Group 144
Summary 145
Chapter 9 Word Processing and Reporting 147
Selecting Your Preferred Word Processor 147
Using ACT!'s Word Processor 148
Document Templates 161
Mail Merge 164
Reports 167
Summary 181
Chapter 10 Importing and Exporting 183
Linking with Personal Data Assistants (Handheld Devices) 183
Importing Data 192
Exporting Data 201
Save Copy As 206
Summary 208
Chapter 11 Database Administration 209
Passwords 210
Adding Users to the System 213
Deleting a Database 216
Database Maintenance 216
Backups 220
ACT! Diagnostic Tools 223
Summary 231
Chapter 12 Customizing Layouts 233
Changing the Screen Layout 233
Creating Personalized Custom Layouts 234
Summary 246
Chapter 13 Customizing the ACT! Program 247
Preferences 247
Field Attributes and Definitions 253
Adding a New Field 258
Toolbars 260
Menu Bar Modifications 264
Keyboard Shortcuts 267
Command Customization 268
Pros and Cons for Customizing ACT! 274
Summary 275
Chapter 14 Telephony 277
Modem Setup 277
Dialer 281
Advanced Telephony Features 285
Faxing 286
Broadcast Faxing 302
Summary 303
Chapter 15 Synchronization Setup 305
What is Synchronization? 305
Synchronization in a Nutshell 307
Types of Syncronization 308
Setting Up ACT! to Synchronize Databases 312
Synchronize 320
Changing Your Mind About Settings 321
Non-wizard Setup Housekeeping 326
Summary 327
Chapter 16 Performing Synchronization 329
What Actually Happens During Synchronization 329
Running Synchronization in ACT! 330
Observing the Changes 333
What Can (and Probably Will) Go Wrong 333
Summary 334
Chapter 17 Interfacing with Other Programs 335
What This Chapter is Not 335
Why Interface? 335
Types of Interfaces 336
Database Layout 338
OLE Basics 340
Summary 342
Chapter 18 Setting Up for the Internet 343
Overview 343
Roadmap of the Internet Connection 344
Setting Up the Dial-Up Account 352
LAN Connection 355
Dial-up Connection 356
Summary 360
Chapter 19 Setting Up Mail 361
History of Mail 361
Begin Here 362
cc:Mail 364
Internet Direct Setup 365
Microsoft Exchange 368
Eudora Pro/Lotus Notes 370
Outlook 370
Summary 372
Chapter 20 Using E-mail 373
Adding Internet Addresses to Contacts 373
E-mail Preferences 378
Viewing E-mail 383
Sending E-mail 395
Summary 407
Chapter 21 Internet 409
Contact Records 409
Web Integration 410
Symantec on the Web 411
Add-ons 415
HotData Area Code Updater 415
Get New Sales Leads 420
Finding Names on the Internet 421
Finding Names and Definitions 423
Yahoo! Searches 424
Summary 428
Chapter 22 SideACT! 429
Replacing Notepads and Yellow Stickies 429
Locating SideACT! 429
Using SideACT! as a To-do List 430
SideACT! Preferences 434
Sending Information to ACT! 435
Summary 437
Chapter 23 SalesLogix 439
Index 441
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