ACT!  : Level 2

 

Course Specifications

Course number: ACT!-201
Course length: 1.0 day(s)

 

Course Description

In the first course in this series, ACT!   : Level 1, you gained the basic skills required to organize contact information in a database. In addition to organizing and working with data, you might also want to retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will customize the ACT! environment, query and exchange data, work with templates, administer ACT!, and use its Internet features.

 

Prerequisites:

Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following course: ACT!: Level 1; or have equivalent knowledge.

 

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

customize the ACT! environment

query a database

exchange data

work with the mail merge feature

work with report templates

administer the ACT! database

use the Internet and email features of ACT!

 

Course Content

Lesson 1: Customizing the ACT! Environment

Topic 1A: Specify Startup Preferences

Topic 1B: Customize Fields in a Database

Topic 1C: Customize Layouts

Topic 1D: Customize the Dashboard

Topic 1E: Modify Menus and Keyboard Shortcuts

 

Lesson 2: Creating Queries

Topic 2A: Perform a Lookup

Topic 2B: Create Advanced Queries

 

Lesson 3: Exchanging Data

Topic 3A: Import Data

Topic 3B: Export Data

Topic 3C: Connecting with a phone or tablet

Topic 3D: Working with a Remote Database

 

Lesson 4: Using the Mail Merge Feature

Topic 4A: Create a Template for Mail Merge

Topic 4B: Generate Form Letters

 

Lesson 5: Working with Report Templates

Topic 5A: Generate Reports Using a Standard Report Template

Topic 5B: Generate Reports Using a Custom Report Template

 

Lesson 6: Administering the ACT! Database

Topic 6A: Manage Data Security

Topic 6B: Perform Database Maintenance

 

Lesson 7: Using the Internet,Social Media and Email Features of ACT!

Topic 7A: Create Web Page Attachments

Topic 7B: Generate Maps and Driving Directions

Topic 7C: Integrate ACT! with Email Applications