Course Title: Symantec Act 4



With Symantec ACT! 4 you'll manage your time by managing your contact information. ACT! 4 is more than an information management software application, or simple electronic Rolodex. It can be thought of as an effective relationship tool that allows users to establish contacts and build and maintain relationships. ACT 4! helps remind users of activities and correspondence regarding contacts, as well as to create and maintain mailing lists. Sales professionals, business owners, trainers, entrepeneurs, business coaches and anyone who needs immediate information regarding contacts can use ACT!. To get started, simply click one of the topics below.


Course Author/Expert: C. Hagan

Language: english

Full Online Training Available: Yes

Number of Course Movies: 97

Course Duration: 9 hours



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Course Outline:



The FIRST THREE chapters of this online training course can be viewed right now!





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Getting Started with ACT!


Welcome and Introduction

Getting Started with ACT!

Viewing Contact Info

Viewing the Database

Viewing ACT! Windows


Working with Your Database


Creating a New Database

Entering Data into a Database

Getting Help in ACT!

Modifying Contacts

Working in the Notes/History Tab

Using ACT! Spell Checker

Locating Your Contacts

ACT! and the Internet


Highlights of ACT! 4.0


New In ACT! 4

The Basic Lookup Command

Keyword Lookup

Lookup by Example

Viewing a List of Contacts

Sorting Your Contacts

Modifying the List


Creating and Working with Groups


Overview of Groups

Working with Contacts in Groups

Group Notes, Histories and Attachments

Creating and Working with Groups


Writing Letters and Memos


Getting Started with Word Processing

Writing a Letter or Memo To One Contact

Mail Merge

Creating New

Creating Envelopes and Labels


Using Email from ACT!


Introduction to Email

Setting Up Email

Getting Connected

Creating and Sending an Email Message.

Attachments to Your Email Messages

Reading and Responding to Email

Email Preferences


Making Telephone Calls


Overview & Setup

Making Phone Calls


Faxing from ACT!


Introduction to Faxing from ACT!

Quick Faxes

Faxing Documents


Scheduling Activities


Overview of Scheduling

Scheduling Activities from a Contact Record

Setting Scheduling Preferences

Using the Select Contacts Dialog Box

Clearing Activities

Rescheduling Activities

Recurring Activities

Advanced Scheduling Options


Scheduling Activities Using SideACT!


SideACT! Overview

Using SideACT!


Working in ACT! Calendar Windows


Navigating in Calendar Windows

Scheduling Activities from a Calendar

Scheduling Using Drag and Drop

Rescheduling Activities

Setting Calendar Preferences

Changing the Display of Activities

Using Color and Banners

Daily Activity List

Clearing and Erasing Activities

Printing Calendars


Using the Task List


Modifying Columns in the Task List

Working with Activities from Task List

Grid Lines

Filtering Activities

Creating a Lookup from Selected Activities


Producing Reports


Overview of ACT! Reports

Report Filtering Options

Report Examples

Quick Reports

Tips for Informative Reports


Customizing Report Templates


The Sections Of a Report

Editing Report Templates


Creating and Running Macros


Introduction to Macros

Recording and Running Macros


Modifying Toolbars and Keyboard Shortcuts


Adding a Macro to the Toolbar

Creating Keyboard Shortcuts


Customizing ACT!


Modifying User Fields

Field Attributes

Creating a New Field

Modifying Layouts

Creating a New Layout

Customizing Menus

ACT! Preferences


Data Exchange and Synchronization


Overview of Data Exchange

Importing from Another ACT! Database

Importing a Delimited-Text File

Exporting Data from ACT!

Synchronize Setup

Synchronizing Your Database

Synchronization Preferences


ACT! Maintenance


Using ACT! Backup Utility

Restoring a Backed Up Database

Save a Copy of Database

Password Protection

Allowing Network Access to a Database

ACT! Database Maintenance









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