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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
Compu-Tutor, Inc.
www.compu-tutor.net
(610)
260-0300
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