ACT! 2007: Level 1
Class Outline:
Description:
This ILT Series course, rated 4.9/5.0 in overall quality by ProCert Labs, teaches the basic features and functions of ACT! 2007. Students will learn how to create and edit records for contacts, companies, and groups. They will also learn how to perform lookups to locate records that meet specified criteria. Students will use the calendar to schedule activities, and they will work with letter-writing, e-mail, and printing features to correspond with contacts. Finally, students will attach Web pages to contact records and use the Web to generate maps and driving directions. Comes with CertBlaster pre- and post-assessment software (download).
Prerequisites: Windows XP: Basic, or equivalent experience
Unit 1 : Getting started
Topic A: 0 Introducing ACT!
A-1: Starting ACT!
A-2: Examining the ACT! window
Topic B: 0 Navigation
B-1: Using database navigation techniques
B-2: Locating specific data
Topic C: 0 Closing databases
C-1: Closing a database and closing ACT!
Unit 2 : Working with contacts
Topic A: 0 My Record
A-1: Looking up My Record
Topic B: 0 Creating and deleting contacts
B-1: Adding a new contact to the database
B-2: Duplicating an existing contact
B-3: Permanently deleting a contact
B-4: Deleting multiple contacts in one step
Topic C: 0 Secondary contacts
C-1: Adding a secondary contact
C-2: Editing and deleting a secondary contact
C-3: Promoting a secondary contact
Topic D: 0 Names and salutations
D-1: Specifying a contact’s first, middle, and last names
D-2: Setting name preferences
D-3: Updating the salutation for multiple contacts
Topic E: 0 Inserting notes
E-1: Inserting a note for a contact
E-2: Inserting a note for multiple contacts
Topic F: 0 Attaching files to a contact
F-1: Attaching a file to a contact record
F-2: Launching and viewing an attached file
Unit 3 : Companies and divisions
Topic A: 0 Adding and removing companies
A-1: Adding a new company record
A-2: Deleting a company record
Topic B: 0 Managing companies
B-1: Associating a contact with a company
B-2: Updating address data automatically
Topic C: 0 Managing divisions
C-1: Adding a new division
C-2: Adding contacts to a division record
Unit 4 : Simple lookups
Topic A: 0 Performing simple lookups
A-1: Performing a lookup on the basic contact fields
A-2: Performing a lookup on fields not in the menu
A-3: Performing a right-click lookup
Topic B: 0 Special lookups
B-1: Looking up contacts with a non-empty value
B-2: Looking up contacts with an empty value
B-3: Performing a greater than/less than lookup
Topic C: 0 Modifying lookups
C-1: Replacing the current lookup
C-2: Adding criteria to a lookup
C-3: Narrowing an existing lookup
Topic D: 0 Keyword searches
D-1: Searching for a phrase
Unit 5 : Contact List view
Topic A: 0 Using Contact List view
A-1: Sorting contacts in Contact List view
A-2: Searching for data in the currently sorted field
Topic B: 0 Lookups in Contact List view
B-1: Performing a lookup of tagged contacts
B-2: Omitting tagged contacts from the current lookup
Topic C: 0 Customizing Contact List view
C-1: Adding a column to Contact List view
C-2: Removing a column from Contact List view
C-3: Changing the column order
Topic D: 0 Integrating Microsoft Excel
D-1: Exporting data to Microsoft Excel
Unit 6 : Groups
Topic A: 0 Creating and deleting groups
A-1: Creating a group
A-2: Creating a subgroup
A-3: Deleting a group
A-4: Renaming an existing group
A-5: Converting a group to a company
Topic B: 0 Changing group membership
B-1: Adding static members to a group
B-2: Adding all selected contacts to a group
B-3: Removing static members from a group
B-4: Adding a dynamic group definition
B-5: Saving the current lookup as a dynamic group
Topic C: 0 Working with groups
C-1: Performing a lookup of all contacts in a group
C-2: Viewing group membership for a single contact
Unit 7 : Activities
Topic A: 0 Calendar views
A-1: Viewing your calendar
A-2: Using the Mini-calendar
A-3: Filtering to show specific activities
Topic B: 0 Scheduling activities
B-1: Scheduling an activity
B-2: Editing an existing activity
B-3: Rescheduling an activity
B-4: Adding details to an existing activity
B-5: Creating a reminder e-mail for activity participants
B-6: Scheduling a private activity
B-7: Scheduling a global event
Topic C: 0 Completing activities
C-1: Clearing a completed activity
C-2: Erasing an unneeded activity
C-3: Recording a history of an unscheduled activity
Unit 8 : Letters
Topic A: 0 Letter preferences
A-1: Setting the default word processor
Topic B: 0 Template-based letters
B-1: Writing a letter, memo, and fax cover page
B-2: Writing custom template-based letters
B-3: Creating a history of a letter sent
Topic C: 0 Envelopes
C-1: Printing a standard envelope
C-2: Creating an envelope template
C-3: Editing an envelope template
Topic D: 0 Labels
D-1: Previewing labels for contacts in the current lookup
D-2: Creating a non-standard label template
Unit 9 : E-mail with Outlook
Topic A: 0 E-mail preferences
A-1: Setting ACT! to work with Microsoft Outlook
A-2: Configuring an ACT! Address Book in Outlook
Topic B: 0 Composing e-mail messages in ACT!
B-1: Composing a message from within Outlook
B-2: Composing a message from within ACT!
B-3: Composing a template-based e-mail
Topic C: 0 Recording e-mail histories
C-1: Setting e-mail history options in Outlook
C-2: Recording the history of a sent message
Unit 10 : ACT! and the Internet
Topic A: 0 Web integration
A-1: Attaching a Web page to a contact
A-2: Launching a Web site from a record
Topic B: 0 Maps and driving directions
B-1: Generating a map for a contact
B-2: Generating driving directions
Unit 11 : Reports
Topic A: 0 Contact reports
A-1: Running a Contact report for the current contact
A-2: Running a Contact Directory report
A-3: Running a Phone List report
A-4: Running a History Summary Classic report
A-5: Running an Activities report
Topic B: 0 Group and company reports
B-1: Running a Group Membership report
B-2: Running a Group List report
B-3: Running a Company Summary report
Topic C: 0 Opportunity reports
C-1: Running a Sales Analysis by Record Manager report
C-2: Running an Opportunities by Record Manager report
Topic D: 0 Printing an address book
D-1: Printing an address book on letter-size paper