ACT! SOFTWARE TRAINING & SALES

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Act! Administrator Training (Plus – Database Design and Customisation)

  • The role of the ACT! Administrator
  • Creating and Deleting Databases
  • Create a New Database
  • Importing and Exporting Data
  • Users, Security Levels and Password Management
  • Password Policy
  • Database Maintenance
  • Back-up Routines
  • Designing a Database for Your Business
  • Creating New Fields
  • Field types and attributes
  • Using fields to copy data when duplicating records
  • Using fields to launch applications or activity series
  • Linking fields
  • Using Annual Events fields
  • Setting security access levels
  • To Create a New Field
  • Create a new Drop-down List
  • Creating New Screen Layouts
  • Custom Activities
  • Create an Activity Series
  • Smart Tasks
  • Creating Synchronised Remote Databases
  • Synchronising Remote Databases
  • Application Synchronisation
  • Network Synchronisation (Premium)
  • Advanced Queries
  • Creating Dashboard Reports
  • ACT! Scheduler (Premium)
    • Backups
    • Database Maintenance
    • Outlook Synchronisation
    • Email Notifications
  • ACT! Diagnostic Utility
  • E-Mail Marketing