ACT! 2012/2013: ACT! Administrator

Course Specifications

Course number: ACT13-301
Course length: 1.0 day(s)

Course Description

This course is designed for the ACT! Administrator in the organization.

Course Content

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