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"It was the people...at the end of the day we have to feel comfortable with those we are working with. Datamann people...
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ACT! - Advanced |
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Prerequisites:
ACT! - Beginner
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:
Perform complex lookups by creating, naming, and using queries and Advanced queries.
Automate procedures by recording and running macros, and by accessing macros through the toolbar.
Exchange data by importing data and exporting data out of an ACT! Database. Synchronizing data between ACT! Databases and Handheld Devices.
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 re-indexing it.
Connect to World Wide Web sites by using Internet links.
Class Outline
Lesson 1: Creating and Using Queries
Creating Queries
Creating Advanced Queries
Adding Queries to the Lookup Menu
Lesson 2: Creating Macros
Creating a Macro
Adding Macros to the Toolbar
Lesson 3: Importing, Exporting, and Synchronizing Data
Importing Data
Exporting Data
Exchanging Data Using Hand-Held Devices
Synchronizing Data
Lesson 4: Customizing ACT!
Specifying Startup Settings
Modifying Fields in a Database
Modifying Layouts
Modifying Menus and Keyboard Shortcuts
Lesson 5: Working with Templates and Mail Merge
Creating a Mail Merge Template
Generating Form Letters
Adding Templates to the Write Menu
Lesson 6: Customizing Report Templates
Modifying Report Templates
Using a Custom Report Template
Lesson 7: Administrating your ACT! Database
Managing Data Security
Performing System Maintenance |
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