CPATrainingCenter.com offers CPA exams, accounting degree training, CPE, and professional development for accountants and CPAs
Course/Product Description
Title:

Administering ACT! Software Training Class

SKU:SM-1003680
Format: In-Person Seminar
Find A Class Near You: View Dates And Locations For This Seminar
Description:

Administering ACT! Software Training Class

Our Administering ACT! Training Class covers features found in both Premium and Standard versions of ACT! Software. All of our instructors are Sage Certified Act! Premier trainers.

So you can learn how to setup up and administer data base security, administration and perform data synchronization.

This specialized one day class is designed to fill you in on the most powerful features and cutting edge capabilities for ACT! By SAGE. Come and become an expert in working with ACT! Software.

Course Outline

The Basics:
So You Get to be the ACT! Administrator, ACT! vs. ACT! Premium, Premium Version Editions, Log on, Opening a Database, Setting Up For Class, Opening Other Databases, Contact Record Basics Review, The Anatomy of a Contact Record, The "My Record" Contact Record, Our Practice Database

Setting Up:
Using Available Documentation, Using the ACT! Knowledge Base, Setting Up a Multi-User Database, Examining Structure, File Structure, Directory Structure, Transferring the Database, Enable Share on Existing Database

Configuring &Installing Workstations:
Pre-Install Checklist, Do you have right ACT! version?, Is your other software compatible?, Meet Minimum System Requirements?, Verify 2GB Free Space, Ensure File/Printer Sharing Enabled, Set System Restore Point, Verify Local Administrator Rights, Pre-Install Tasks, Create install folder, Uninstall earlier versions, Installing on Workstations, Applying Some Performance Tweaks, Understand/Modify User Preferences, File Locations for Multi-User Database, Setting Up E-mail System in ACT!

Database Security:
Database Security, Understanding Security Roles, Custom Permissions, Creating New Logon Users, Making Users Inactive, Password Management, Defining a Global Password Policy, Overriding Password Policy for Indiv, Setting a Password for Yourself, Team Management, Limiting Contact Access, Assigning Limited Access to a Lookup, Lookup Contacts by Access, "Managers" Team, Changing Security for Multiple Items, Field Security

Database Administration:
General Database Maintenance, Automatic Update Notification, Back Up, Automatically Backing Up Database, Manually Backing Up Your Database, Restoring a Backup, Deleting a Database, Check and Repair, Scheduling Database Maintenance, Checking the ACT! Scheduler Log, Importing an Excel File, Converting the Excel File to .CSV file, Importing a .CSV File into ACT!, Cleaning up the Data, Duplicates, Tips for Dealing with Duplicates, Combine Duplicate Records, Changing Default Duplicate Checking, Edit, Replace, Edit, Swap or Copy Fields, Remove Old Data, Events

Advanced Lookups:
Activity Data Mining, Queries, Lookup By Example, Advanced Queries, And/Or Revisited, Grouping, Deleting, Query Files, Creating/Populating a Group or Company, Adding Multiple Contacts to a Group, Advanced Queries, Companies/Groups

Synchronization Maintenance:
Synchronizing Databases, Administrator Tasks – Preparation, Determine/Setup Connection Method, Define Remote User(s), Restore Database to Final Location, Administrator Tasks – Creating Sync DB, Enable Synchronization, Manage Sync Sets, Create Remote Databases, Prepare the Remote Database(s), Administrator Tasks – Turning on Sync, Setting Up Application Sync, Setting Up the Network Sync Service, Setting Up Internet Sync, User Tasks – Remote Database, Modifying Setup for Internet Sync, Synchronizing the Remote Database, Set Up a Sync Schedule with Scheduler, Using the Subscription List, Administrator – When Things Change, Moving Machines, Territory Realignment

Index:
Temporarily Disabling Sync, Synchronization Troubleshooting

Appendix:
User Roles and Permissions, Converting an older ACT! Database, Standard vs. Custom Conversion


Lunch and Certificate of Attendance are included with class. The features taught in this class will cover ACT Standard and ACT Premium software. Small classes and hands on 1 person per PC.

Guarantee

Your Satisfaction Guaranteed or you come back for FREE! Guarantee applies to repeating the same class within 60 days of original attendance.

Cancellation Policy

Course cancellation must be received in writing 5 days prior to course date to be eligible for refund, and is subject to a $50 administrative fee. The class may be rescheduled with no administrative fee.

Licenses / Designations / Educational Credits:CPE
Illinois: 7
Michigan: 7
Missouri: 7
About The Provider: Since 1989, Accounting Business Solutions by JCS has offered Certified Peachtree, ACT!, Timeslips, Sage MAS 90, Sage MAS 200 and Crystal Reports training and support.

Our consulting solutions are focused on small- and medium-sized businesses in automating their processes and increasing efficiency utilizing software.

Helping you learn how to do more in less time, Accounting Business Solutions by JCS provides installation, onsite training, classroom training, online training, online support, onsite support and phone software support. Our software training classes are guaranteed, or come back for free.
Price: $425.00
More Info: Contact Us For More Information
Share This: Share on Facebook


Share on Twitter


Share on Google+


Keywords For This Course:

ACT Software training

Currently Scheduled Dates For This Seminar
There currently are no scheduled dates for this seminar. Please click here to search for another course.

Sales &Use Tax Workshop
Sales &Use Tax Workshop

Comprehensive Income Tax Course with Career Package
Comprehensive Income Tax Course with Career Package

Project Management Workshop
Project Management Workshop

Fundamentals Of Form W-2 &Form W-4 Processing
Fundamentals Of Form W-2 &Form W-4 Processing

Tax Court Exam Homestudy Program
Tax Court Exam Homestudy Program

Fundamentals Of Internal Auditing
Fundamentals Of Internal Auditing

Internal Audit School
Internal Audit School

Auditing Applications Against SDLC And Coding Standards
Auditing Applications Against SDLC And Coding Standards

Auditing A Cybersecurity Program
Auditing A Cybersecurity Program

Audit Report Writing Boot Camp
Audit Report Writing Boot Camp

Advanced Auditing For In-Charge Auditors
Advanced Auditing For In-Charge Auditors

Series 6 - Live &OnDemand Online Course
Series 6 - Live &OnDemand Online Course

Peachtree Seminars
Peachtree Seminars

How To Use QuickBooks
How To Use QuickBooks

Certified Payroll Administrator
Certified Payroll Administrator

I-9 Administrator Training - Top 10 Mistakes To Avoid In Completing, Storing, And Destroying Form I-9
I-9 Administrator Training - Top 10 Mistakes To Avoid In Completing, Storing, And Destroying Form I-9

Google+CPATrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9941 | support@CPATrainingCenter.com
Copyright CPATrainingCenter.com 2017 | Web Site Development by OTAU
Facebook