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Compu-Tutor, Inc. www.compu-tutor.net (610) 260-0300 |
This course is designed for the ACT! Administrator in the organization.
Lesson 1: The Basics
Topic 1A: Understanding Security Roles
Topic 1B: Adding Users
Creating New Logon
Users
Making Users Inactive
Topic 1C: Password
Management
Defining a Global
Password Policy
Overriding Password
Policy Settings
Setting a Password for
Yourself
Topic 1D: Team
Management
Limiting Contact
Access
Assigning Limited
Access to a Lookup
Lookup Contacts by
Access
Securing en Masse
Topic 1E: Field
Security
Lesson 2: Database Security
Topic 2A: Database
Security
Topic 2B: Understanding
Security Roles
Topic 2C: Creating New
Logon Users
Making Users Inactive
Topic 2D: Team
Management
Limiting Contact
Access
Assigning Limited
Access to a Lookup
Lookup Contacts by
Access
Securing en Masse
Topic 2E: Field
Security
Lesson 3: Configuring Workstations
Topic 3A: Basic
Requirements
Minimum System
Requirements
Local Administrator
Rights
Topic 3B: Installing
Topic 3C: Understand/Modify
Tools Preferences
File Locations for
Multi-User Database
Setting Up E-mail
System in ACT!
Adding ACT! Address
Book to Outlook
Setting Up Default
History Option
Lesson 4: Database Administration
Topic 4A: General
Database Maintenance
Automatic Update
Notification
Back Up
Automatically Backing
Up Database
Manually Backing Up
Your Database
Restoring a Backup
Deleting a Database
Check and Repair
Scheduling Database
Maintenance
Checking the ACT!
Scheduler Log
Topic 4B: Cleaning up
the Data
Duplicates
Tips for Dealing with
Duplicates
Combine Duplicate
Records
Edit, Replace
Edit, Swap or Copy
Fields
Update Salutation
Field
Remove Old Data
Topic 4C: Events
Compu-Tutor, Inc.
www.compu-tutor.net
(610)
260-0300
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