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There are many excellent online courses. This has been hugely beneficial in my day to day work.
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- Louise Nolan
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Symantec ACT! 4.0 Administration
Course Aims
This intensive course is designed to expand knowledge of ACT! 4.0, Symantec's business contact manager for the Windows environment. The course will give readers a good understanding of administering and customising ACT! databases and reports. |
Assumed Knowledge
A basic understanding of PCs and familiarity with and use of, a keyboard, mouse and MS Windows is required, gained from previous experience or by attendance on a "Windows 95/98/NT User Introduction" course. |
Course Audience
ACT! Administrators and experienced users requiring more advanced use of this contact management system. |
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Table of Contents
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Creating a New ACT! Database
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Creating Empty Copy Databases
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Assigning Users to a New Database
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Setting the Preferences for a New Database
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Importing Data into ACT! 4.0
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Consolidating Two ACT! 4.0 Databases
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Re-using a Saved Import Map
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Importing Data from Other Applications
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Defining Fields and Customizing your ACT! System
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Modifying Fields in an ACT! Database
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Manually Adding Items to a Drop-Down Menu
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Creating an Indexed Linked Fast Search Field
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Automatically Launching Applications or Macros from Fields
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Creating and Automating Tasks with Macros
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Customizing the Columns in the Contact List
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Making Changes to Contact and Group Layouts
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Adding or Modifying Tabs in Layouts
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ACT! 4.0 Administration Utilities
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Locking and Unlocking the Database
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Performing Database Maintenance
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Deleting a User from a Database
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Using the Edit Replace Option
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Scanning the Database for Duplicate Records
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Duplicate Record Flagging
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Customizing Existing ACT! 4.0 Reports
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Simple Report Customization
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Creating New ACT! 4.0 Reports
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The Structure of ACT! 4.0 Report Templates
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The Report Screen and Toolbar/Palette
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Creating a New Report Template
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Placing Fields on your Report
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Adding Lines/Shapes to a Report
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