ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks

By Karen S. Fredricks

Are you prepared to harvest some great benefits of the bestselling touch dating supervisor (CRM) software program out there at the present time? good, then—get into the act with ACT! 2008 and learn the way the most recent model of this intriguing software program helps you to organize a database that’s good for you that you can specialize in your enterprise and profession progress whereas additionally saving time and money.With this enjoyable and pleasant consultant in hand, you’ll observe how ACT! organizes shopper info in a single position, thoroughly stocks consumer details among workgroups, and gives you with forecast instruments, stories, and a touch database. no matter if you’re new to the positive aspects of ACT! otherwise you are accustomed to the fundamentals yet haven't but positioned to take advantage of ACT!’s extra complicated skills, this nuts-and-bolts reference has been up-to-date and revised to ensure that you're in control at the most productive strategy to set up your patron relationships and activities.Author and full-time ACT! qualified advisor and ACT! finest coach Karen Fredricks walks you thru projects such as:Setting up the touch databaseAdding a number of contacts to a gaggle and including contacts to a companyChanging contact-level safety accessScheduling activitiesUsing the elemental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! via Sage For Dummies, ninth version additionally boasts a spouse site that comes with all of the updates for the 2008 model of ACT! You’ll be surprised by means of simply how fast you’ll be capable to arrange a database and get it to behave for you.

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By the way, notice that you can switch toolbars here if you so desire. Click another toolbar name and you’re the proud owner of another toolbar. 2. Drag any icon you want to another spot on the toolbar. Now’s your chance. 3. Right-click the icon that you want to modify. 4. Chose the modification items of your choice. • Reset All: Resets all your toolbar and menu customization to the original value • Delete: Deletes the currently selected icon • Name: Allows you to rename the icon’s ToolTip • Default Style: Shows just an icon on the toolbar without including any text • Text Only: Shows only a text command on the toolbar without the icon 41 42 Part I: The Opening ACT!

Finding Your Way around in ACT! The purpose of this book is to serve as a reference for both new and existing ACT! users. I certainly don’t want to lose anyone along the way. New ACT! users might be somewhat intimidated when they encounter ACT! for the first time. Be assured that this experience is akin to the first time you drive a new car at night in the rain — momentary panic sets in. After you’ve driven the car for a week or so, the location of the light and windshield wiper controls becomes second nature.

You discover some of the preference settings that you can change in ACT!. If you’re sharing your database across a network, you’ll read about the preferences that are specific to a network. Finally, if you’re a real power-user, you’ll be excited to know how to change your menus and toolbars. Creating a New ACT! Database If your initial meeting with ACT! , you know that it’s a great demo database to use for learning purposes before actually starting to work on your own database. After playing with the demo for only a short time, you’re probably eager to start working on your very own database.

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