The Basics

So You Get to be the ACT! Administrator

ACT! vs. ACT! Premium

ACT! Premium for Web

Premium Version Editions

Starting ACT!

Log on

Opening a Database

Setting Up For Class

Opening Other Databases

Contact Record Basics Review

The Anatomy of a Contact Record

The “My Record” Contact Record

Our Practice Database

Setting Up

Using Available Documentation

Using the ACT! Knowledge Base

Setting Up a Multi-User Database

Examining Structure

File Structure

Directory Structure

Transferring the Database to Another PC

Enable Share on Existing Database

Configuring & Installing Workstations

Pre-Install Checklist

Do you have the right ACT! version?

Is your other software compatible with ACT!?

Does the workstation/server meet Minimum System Requirements?

Verify that there is 2Gig of free space on C:\

Ensure that File and Printer Sharing is an installed service

Set System Restore Point

Verify that you have Local Administrator Rights

Pre-Install Tasks

Create install folder on server and share (if necessary)

Uninstall ACT! 2005 or 2006 (including SQL 2000), if necessary

Boot in Selective Startup Mode

Installing on Workstations

Applying Some Performance Tweaks

Understanding and Modifying User Preferences

File Locations for a Multi-User Database

Setting Up Your E-mail System in ACT!

Setting Up the Default History Option for Outlook

Database Security

Database Security

Understanding Security Roles

Custom Permissions for Manager or Standard Roles

Creating New Logon Users

Making Users Inactive

Password Management

Defining a Global Password Policy

Overriding Password Policy Settings for Individuals

Setting a Password for Yourself

Team Management

Limiting Contact Access   

Assigning Limited Access to a Lookup

Lookup Contacts by Access

“Managers” Team

Changing Security for Multiple Items in a List View

Field Security

Database Administration

General Database Maintenance

Automatic Update Notification

Back Up

Automatically Backing Up Your Database

Manually Backing Up Your Database

Restoring a Backup

Deleting a Database

Check and Repair

Scheduling Database Maintenance

Checking the ACT! Scheduler Log

Importing an Excel File

Converting the Excel File to .CSV file

Importing a .CSV File into ACT!

Cleaning up the Data

Duplicates

Tips for Dealing with Duplicates

Combine Duplicate Records

Changing ACT!’s Default Duplicate Checking Criteria

Edit, Replace

Edit, Swap or Copy Fields

Remove Old Data

Events

Advanced Lookups

Activity Data Mining

Queries

Lookup By Example

Advanced Queries

And/Or Criteria

Grouping

Deleting Query Files

Creating and Populating a Group or Company

Adding Multiple Contacts to a Group or Company

Advanced Queries for Companies and Groups

Synchronization Maintenance

Synchronizing Databases

Administrator Tasks – Preparation

Determine and Setup the Connection Method

Define Remote User(s)

Restore the Database to its Final Location

Administrator Tasks – Creating the Sync Databases

1. Enable Synchronization

2. Manage Sync Sets

3. Create Remote Databases

Prepare the Remote Database(s) for Delivery

Administrator Tasks – Turning on Synchronization

Setting Up Application Sync for ACT! by Sage

Setting Up the Network Sync Service

Setting Up Internet Sync

User Tasks – Remote Database

Modifying Setup for Remote Internet Sync

Synchronizing the Remote Database

Set Up a Sync Schedule

Set Up a Sync Schedule with the ACT! Scheduler

Using the Subscription List in a Remote Database

Administrator Task – When Things Change

Database Environment Changes – When the database is moved to a new machine

Territory Realignment

Temporarily Disabling Sync

Synchronization Troubleshooting