ACT! Software Training Class – Customizing ACT! Advanced
Sage Premier Training Center Course Outline
  • Database Design and Layout
    • Customizing Fields
    • Field Attributes
    • Manage Drop Down Lists
    • Defining and Modifying Layouts
    • Testing your Layouts
  • Feature Customizations
    • Customizing Menus and Toolbars
    • Creating New Activity Types
    • Activity Series
    • Creating a Custom Document Template
    • Merging the Template with a lookup
    • Envelopes and Mailing Labels
    • ACT! Word Processor
    • Formatting E-Mail Templates
    • Mapping ACT! Fields into Microsoft Excel
    • Opportunity Customizations
  • Running & Designing Reports
    • ACT! Reports
    • Report Templates
    • Adding Report Objects
    • Report Filters
    • Scrunching Fields
    • Using Custom Fields
  • Questions and Answers
Would you like to be more successful using your ACT! software investment? Taught by a SAGE Certified ACT Premier Trainer and hands on so you can learn how to use the most advanced features found in ACT! Learn how to customize the database and mold it to fit your company needs. Then create personalized reports and selection criteria to get the information the way you need it. This class is designed to help you get the most out of your software investment by helping you understand how to leverage the power of ACT!

Training is an integral part of any successful software investment. That’s why we recommend training with every ACT! Software system we install. The CRM Connection will help you to use ACT! Software to its fullest potential, whether you are using ACT! 2009, ACT! 2008, ACT! 2007, ACT! 2006, ACT! 2005 or ACT! 6.0. Guaranteed!

  • INCLUDED:
    • User Guide
    • Lunch
    • Power User Certificate
  • COST: $399
  • One-Day Session
  • 9am - 4pm
  • Small Hands-On Classes
  • GUARANTEED or Return for Free within 90 days

View Calendar for Dates and Locations and Locations, sign up below, call us toll-free at 800/475-1047 or print out & fax in the form

Payment in full is required for registration. You will receive confirmation for your requested class date once available space has been confirmed. Please wait on confirmation prior to making travel arrangements as classes do fill up. Credit card or check accepted for On-sites & classes.
© Copyright JCS Computer Resource Corp. All rights reserved worldwide. All logos and brand names throughout this website copyright to their respective owners.