ACT! 2007:Administration

Installation and conversion
Installation
Upgrading from ACT! 6.0 (2004)
Opening a database

Building a database
Creating and deleting databases
Importing and exporting contacts
User accounts
Teams

Defining fields
Adding fields
Editing and removing fields
Working with drop-down lists

Layout designs
Layouts
Tabs and fields
Objects
Layout adjustments
Field entry order

Preferences
General preferences
Calendar and scheduling preferences
Communication preferences

Menu and toolbar customization
Custom commands
Menu and toolbar commands
Navigation bar

Database maintenance
Backup and restoration
Routine maintenance
The ACT! Diagnostic Tool (ACTDIAG)

Synchronization
The sync server
The Sync Set
Remote database

After completing this course, students will know how to:

Install ACT! 2007, convert an ACT! 6.0 database to an ACT! 2007 database, and open a database and examine its PAD file.
Create and delete a database, import contacts from another data source, manage users, manage teams, and restrict contact access.
Add, edit, and remove database fields, and create and manage drop-down lists.
Use the Layout Designer to add tabs, fields, and objects to a layout; fine-tune a layout; and set field entry order.
Set general system preferences, calendar and scheduling preferences, and communication preferences.
Create a custom command, add and remove menu and toolbar commands, and customize the navigation bar.
Back up and restore a database, perform routine maintenance, and use the ACT! Diagnostic Tool.
Configure a network synchronization service, create and manage Sync Sets, and create and deploy a remote database.

Prerequisites

ACT! 2007: Advanced, or equivalent experience