Customizing ACT! Software Training Class

Seminar: ID# 1003679

This course is available in both in-person and video conference formats.

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About This Course:
Our Advanced Features for 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 use the most advanced features found in Act!.

Learn how to customize the database and mold it to fit your company needs. Then create personalized reports and selection criteria to get the information the way you need it.

This class is designed to help you get the most out of your software investment by helping you understand how to leverage the power of ACT!.

Course Outline

Data Base Design and Layout
Creating a New Database, Customizing Fields, Field Attributes, Enter field name and type, Customize field and list behavior, Customize field behavior, Set field triggers, Manage Drop-down Lists, Creating Drop-down Lists for Importing, Importing the Drop-down List, Minor Changes to the Drop-down List, Editing the Database Structure, Field Security, Creating New Fields for Other Entities, Defining and Modifying Layouts, Designing Layouts, Saving Layouts, The Tool Palette/Formatting Toolbar, Modifying Layouts, Renaming the Field Labels, Moving and Aligning Objects, Adding New Fields to Your Layout, Layout Tabs, Adding Other Objects, Formatting, Changing Background, Tab Color, Make Same Width or Height, Testing Your Layouts/Field Entry Order

Customized Templates:
Choosing a Word processor, ACT!'s Menu Item in Word, Creating a Mail Merge Template, The Email Body Template, Merging the Template with a Lookup, Envelopes and Mailing Labels, ACT! E-marketing, Creating Your First, Swiftpage Template, What is an [SPEPersonalMessage]?, Sending the Template, Creating a New Template Using Your Base, E-marketing and Swiftpage Help, ACT! Word Processor, ACT! Toolbar, Ruler, Status Bar, Tables, Graphics

Designing Dashboards:
Using and Displaying Dashboards, Creating Custom Dashboards, Custom Components

Feature Customizations:
Customizing Menus and Toolbars, Editing a Custom Command, Resetting Toolbars, Menus, Keyboard, Customizing the Welcome Page, Modifying the Nav Bar, Creating Custom Web Info Links, Customizing Priorities, Creating New Activity Types, Creating and Scheduling Activity Series, Other Opportunity Customizations, Creating a Custom Process, Creating Defined Product Lists, Editing the Quote Template, Mapping ACT! Fields into Microsoft Excel, Preparing/Merging the Excel File

Running &Designing Reports:
ACT! Reports, Favorite Reports, Report Templates, The Report Designer Screen, The Report and Page Header Sections, The Detail Section,The Report and Page Footer Sections, Adding Report Objects, Formatting Fields and Labels, Sizing Sections, Group for Sorting or Subtotals, Section Behavior, Summary Fields, Subreports, Report Filters, Using Custom Reports, Using Scripting in Your Reports, Removing Blank Space Between Fields, Printing Checkmarks for Yes/No Fields, Choose Home or Business on the Fly

Layout and Report Properties

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.


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.
Continuing Education Credits:

Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.
Customizing ACT! Software Training Class
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