ACT!2000 - Intermediate/Advanced

Course Length: One-Day
Fees: Training at Client Offices: One delegate: £550 per-day + VAT
Additional delegates attending: £100 each per-day + VAT

Overview: ACT! is the best-selling contact manager used by more than 4 million professionals and 12,000 corporations worldwide. It is a full-featured database which can be customised to to meet your specific needs.

ACT!2000 Features:

	Stores complete contact information including name, company, phone numbers, addresses, websites, e-mail addresses, and much more
	Includes unlimited date and time-stamped notes for each contact to keep track of important conversations, commitments, and meeting notes
	Tracks completed activities for each relationship for a full record of meetings held, letters sent, e-mail sent, calls completed, and more
	Finds anyone or any detail quickly using the instant Lookup feature
	Uses Keyword searches to find other important information included in Notes and History, Sales Opportunities, and other areas of ACT!
	Easily mail merges letters, labels, faxes, and envelopes for personalised mass mailings and links all your correspondence to the associated contact. Includes pre-formatted templates or create your own
	Comes with standard reports for phone lists, activity reports, relationship histories, sales summaries, and more. Or, customise the reports to meet your specific needs
	Attach any file (price lists, memos, letters, presentations, contracts, and so on) to any contact record for instant access
	Includes an Internet e-mail client so you can create, send, and track e-mails to your contacts. You can also link to Microsoft Outlook and other e-mail programs Choose to attach the message to the contact’s record and create a history item noting when the e-mail was sent and what its contents were
	Automatically add new entries to drop-down lists in your most commonly used fields. Then select an entry from the list for fast, more accurate data entry
	Manage groups of contacts by interest, company, account, project, and more
	Create subgroups based on organisation structure, location, function, or any way you choose
	A single database can be shared by multiple users at the same time. Or, by using the database synchronization feature, multiple users can update a central database remotely so everyone is working from the same information

Advanced Course Objectives:

Delegates will learn how to modify templates and reports, perform complex lookups, customise a database, automate procedures, exchange data, perform database maintenance, and link to the Internet.

	Perform complex lookups by creating, naming, and using queries and Advanced queries.
	Automate procedures by recording & running macros, accessing macros through the toolbar.
	Exchange data by importing data into an ACT! database, exporting data out of an ACT! database, and synchronising data between ACT! databases.
	Customize an ACT! database by modifying field names and attributes, layouts, menus, and keyboard shortcuts.
	Work with templates by creating, editing, merging, and applying templates.
	Work with report templates by creating and editing them.
	Manage a database by securing it, backing it up, and purging, compressing, and reindexing it.
	Connect to World Wide Web sites by using Internet links.

Creating and Using Queries

	Creating Queries
	Advanced Queries
	Adding Queries to the Lookup Menu

Importing, Exporting, and Synchronizing Data

	Importing Data
	Exporting Data
	Synchronizing Data

Customising ACT!

	Specifying Start-up Settings
	Modifying Fields in a Database
	Modifying Layouts
	Modifying Menus
	Keyboard Shortcuts

Working with Templates & Mail Merge

	Creating a Mail Merge Template
	Generating Form Letters
	Adding Templates to the Write Menu

Using Report Templates

	Modifying Report Templates
	Using a Custom Report Template

Administrating your ACT! Database

	Managing Data Security
	Performing System Maintenance

Creating Macros

	Creating a Macro
	Adding Macros to the Toolbar

If you have other questions, please contact us at enquiry@it-uk.com or complete our response form