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Overview
In the first course in this series, ACT! 2007 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 search and retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.
Course Objectives
You will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.
Prerequisites
To ensure your success, it is required that you have basic PC skills and an understanding of Windows
Target Student:
This course is intended for corporate users, small business owners, government, medical, education, and non-profit entities.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- personalize your email.
- organize Outlook items.
- manage Outlook data files.
- work with contacts.
- save and archive email messages.
- create a custom form.
- work offline and remotely.
Platform Requirements
- Microsoft Windows XP (Service Pack 2), XP Professional (Service Pack 2), 2000, or 2000 Professional (Service Pack 4).
Hardware Requirements
- Minimum 600 MHz Pentium III (or equivalent) processor.
- Minimum 512 MB RAM.
- Minimum 1000 MB of available hard disk space.
- A CD-ROM drive.
- SVGA (800x600) or higher resolution monitor.
- A working Internet connection.
Pocket PC Requirements (for an optional activity)
- Pocket PC 2000/2002/Phone Edition (Windows CE 3.0).
- Minimum 133 MHz or higher processor.
- Minimum 16 MB or higher memory.
- Minimum 500K free memory plus 1K for each contact.
Software Requirements
- ACT! 2007.
- Adobe® Reader® 5.0 or later version.
- Microsoft Outlook Express 5.5/6.0.
- Microsoft Outlook® 2000/2002/2003.
- Lotus Notes® 6.5 or a later version.
- Microsoft Internet Explorer 5.5 or later version.
- Microsoft ActiveSync® versions 3.5 – 4.2 (for an
optional activity).
Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities
Course duration
1 Day(s)
Course outline
Lesson 1: Creating Queries
- Topic 1A: Perform a Lookup
- Topic 1B: Create Advanced Queries
Lesson 2: Exchanging Data
- Topic 2A: Import
Data
- Topic 2B: Export
Data
- Topic 2C: Exchange Data Using the ACT! Link for Pocket PC Wizard
- Topic 2D: Synchronize
Data
Lesson 3: Customizing
the ACT! 2007 Environment
- Topic 3A: Specify
Startup Preferences
- Topic 3B: Customize Fields in a Database
- Topic 3C: Customize
Layouts
- Topic 3D: Modify Menus and Keyboard Shortcuts
Lesson 4: Working with Templates and Mail Merge
- Topic 4A: Create a Mail Merge Template
- Topic 4B: Generate Form Letters
- Topic 4C: Add Templates to the Write Menu
Lesson 5: Customizing Report Templates
- Topic 5A: Modify the Report Template
- Topic 5B: Use a Custom Report Template
Lesson 6: Administrating the ACT! 2007 Database
- Topic 6A: Manage Data Security
- Topic 6B: Perform Database Maintenance
Lesson 7: Using the Internet and Email Features of ACT! 2007
- Topic 7A: Use Web Page Attachments
- Topic 7B: Generate Maps and Driving Directions
- Topic 7C: Integrate ACT! 2007 with Email Programs
