Database Design & Layouts

Creating a New Database

Customizing Fields

Field Attributes

Enter field name and type

Customize field and list behavior

Customize field behavior

Set field triggers

Manage Drop-down Lists

Creating Drop-down Lists for Importing

Importing the Drop-down List

Minor Changes to the Drop-down List

Editing the Database Structure

Field Security

Defining and Modifying Layouts

Designing Layouts

Saving Layouts

The Tool Palette

Formatting Toolbar

Modifying Layouts

Renaming the Field Labels

Moving Objects

Aligning Objects

Adding New Fields to Your Layout

Layout Tabs

Adding Other Objects

Formatting

Changing Background Tab Color

Make Same Width or Height

Testing Your Layouts

Field Entry Order

Customized Templates

Creating a Custom Document Template

Merging the Template with a Lookup

Envelopes and Mailing Labels

ACT! Word Processor

ACT! Toolbar

Ruler

Status Bar

Tables

Graphics

Changing Back

New Menu Item in Word

Formatting E-Mail Templates

Insert Hyperlink

Merging the E-mail Template

Sending an E-mail to Group or Company Members

One E-mail…Lots of Addresses

Designing Dashboards

Using Dashboards

Displaying Dashboard Views

Creating Custom Dashboards

Feature Customizations

Customizing Menus and Toolbars

Adding an Object to the Menu/Toolbar/Keystroke

Resetting Toolbars, Menus, and the Keyboard

Customizing Priorities

Creating New Activity Types

Activity Series

Scheduling an Activity Series

Opportunity Customizations

Creating a Custom Process

Creating Defined Product Lists

Editing the Quote Template

Mapping ACT! Fields into Microsoft Excel

Preparing the Excel File

Merging the Excel File

Running & Designing Reports

ACT! Reports

The ACT! Report

Report Templates

The Report Designer Screen

The Report and Page Header Sections

The Detail Section

The Report and Page Footer Sections

Adding Report Objects

Formatting

Fields and Labels

Sizing Sections

Group By

Section Behavior

Summary Fields

Subreports

Report Filters

Using Custom Reports

Using Scripting in Your Reports

Removing Blank Space Between Fields

Using Checkmarks for Yes/No Fields in Reports

Choose Home or Business Address on the Fly

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