ACT! 2009:Level 2

Customizing the ACT! 2009 Environment
Specify the Startup Preferences
Customize Fields in a Database
Customize Layouts
Customize the Dashboard
Modify Menus and Keyboard Shortcuts
Automate Important Tasks

Creating Queries
Perform a Lookup Based on Multiple Criteria
Create Advanced Queries

Administering the ACT 2009 Database
Import Data
Export Data
Transfer Data to a Pocket PC
Manage Data Security
Perform Database Maintenance

Working with Report Templates
Generate Reports Using a Standard Report Template
Generate Reports Using a Custom Report Template
Generate Opportunity Reports

Working with the ACT! Word Processor
Create a Template for Mail Merge
Generate Form Letters

Integrating ACT! 2009 with Email
Set Up an Email System in ACT!
Send an Email from the Notes Preview Pane
Transfer Information from an Email Client into ACT!

Working with Calendars
Integrate the Outlook and ACT! Calendars
Set Alarms

Using the Internet Features in ACT!
Create Web Page Attachments
Generate Maps and Driving Directions

Appendix A: Synchronize with a Remote Database
Supplemental Topic Work with a Remote Database

After completing this course, students will know how to:

Customize the ACT! 2009 environment.
Create queries.
Administer the ACT! 2009 database.
Work with report templates.
Work with the ACT! word processor.
Integrate ACT! 2009 with email.
Work with the ACT! and Outlook calendars.
Use the Internet features in ACT! 2009.

Prerequisites

ACT! 2009: Basic, or equivalent experience