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Computer Classes
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ACT! - Beginner
Prerequisites:
Introductory Classes - Introduction to Computers

Levels:
Beginner   Advanced  


Class length: 1 day

Class Objectives

Upon successful completion of this class, students will be able to:
  • Open an existing database and become familiar with the ACT! Environment.

  • Create and edit a database.

  • Locate contact records by using the Lookup feature and the Contact List window.

  • Organize and manage contact records by creating groups.

  • Schedule and manage activities, notes, and records by using the Activities tab and SideACT!

  • Schedule and manage activities by using the calendar windows and the Task List window.

  • Create, edit, and format a document by using the ACT! word processor.


  • Class Outline

    Lesson 1: Overview of ACT!
  • Starting ACT!

  • Observing a Contact Database


  • Lesson 2: Creating a Contact Database
  • Creating a Contact Database

  • Editing a Contact Database

  • Printing an Address Book


  • Lesson 3: Locating Contacts
  • Finding Contacts

  • Viewing Contacts

  • Sorting Contacts


  • Lesson 4: Organizing Contacts
  • Categorizing Contacts

  • Grouping Contacts

  • Managing Contact Groups


  • Lesson 5: Scheduling Activities
  • Scheduling Activities in the Contacts Window

  • Managing Activities

  • Scheduling Recurring Activities

  • Creating Sales Opportunities


  • Lesson 6: Working with Activities in Other ACT! Windows
  • Working in the Calendar Windows

  • Working in the Task List Window

  • Using SideACT! to Manage Notes and Activities


  • Lesson 7: Creating Documents with the Word Processor
  • Creating a Letter

  • Formatting Documents

  • Viewing Other Templates


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