ACT! for Windows, Level 1

This course introduces the new ACT! for Windows user to the functions of the most popular contact management software available. Database construction, modification, and alteration will be presented. Participants will learn effective contact management techniques such as contact lookups and reminders of phone calls, meetings, and to-dos. Reporting options will be emphasized. Participants will create personal databases, enter information, and print reports.

Prerequisite: Windows, Level 1

Outline:

Getting Started With ACT! For Windows

Introduction To Contact Management

Using The Screens

• Contact screen
  
• Icon bar
  
• Status bar
  
• Contact record
  
• User fields
  

  Moving Around The Database

  Grouping Contacts

• Creating a group
  
• Using lookup
  
• Sorting contacts
  
• Keyword searches
  

  Using The Calendar

• Day views
  
• Week views
  
• Month views
  
• Mini-month views
  

  Using The Word Processor

• Document types
  
• Creating a letter
  
• Editing commands
  
• Margins
  
• Paragraph formatting
  
• Tab stops
  
• Italic
  
• Bold
  
• Underline
  

  Advanced Features

• Mailing labels
  
• Reports
  

  Networking ACT! For Windows

• Installation options
  
• Sharing databases
  
• Locking databases
  
• Optimizing performance
  

Return to DGL homepage