ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT Software Support Basic Training – Kirkwood, Missouri

ACT Software Support Basic Training – Kirkwood, Missouri

ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast.
ACT Software Training Class for Everyday – Do you need help getting started with the basics of ACT Software Kirkwood Missouri

800.475.1047. ACT training and support at your place, our place or online by Master ACT Consultants. Your Success Is Our Goal! From Accounting Business Solutions by JCS

Would you like to take your ACT software to the next level and set it up to work for your business needs? Do you need help getting started, customizing and optimizing ACT software? In just three quick training sessions you can work with ACT software on your own and get your information the way you want it? Your Satisfaction Guaranteed or you come back for FREE within 60 days!

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Download the Course Outline Here

Working With ACT! Software the Basics

What’s Contact Management Software?
Starting ACT! Software
Log on

Opening a Database
Setting Up For Class
Opening Other Databases

ACT! Screen Elements

Welcome Page
Changing Your Startup View

The Nav Bar

View Toolbar
Layout Tabs

Layouts
Sizing the Contact Detail Window

Contact Record Basics
The “My Record” Contact Record
My Record
Our Practice Database
An Overview of Security Roles
Contact Fields

Inserting a New Contact Record
Drop-down Fields
Duplicating Contacts
Assigning Security
Changing Some Preferences
Deleting Contacts

Working Your ACT Software Contacts

Locating Contacts
Browsing Records
Detail View and List View
Sorting the Contact List
Related Task Pane
Adding and Removing Columns
Nav Bar Lookup Pane
Lookup
Lookup Variations
Adding to Lookups
Narrowing Lookups
Previous Lookups
Keyword Searches
Lookup, Any fields
Lookup Annual Events

Working in List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups

Secondary Contacts
Lookups on Secondary Contact Fields
Promoting from within

Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working Your ACT Software Schedule

Activities
Simple Scheduling
Scheduling Activities using the Calendar
Viewing the Calendar
Calendar Pop-ups
Navigation Tips for the Calendar Views
The Today Button
Filtering the Calendar
Adding an Outlook Meeting to Calendar
Sharing Microsoft Outlook and ACT!
Calendar vs. Task List

The Task List
Filtering the Task List
Printing Your Task List
Display the Mini-calendar any time!
Modifying Scheduled Activities
Clearing Activities
Recording History
Recording History to Multiple Contacts

Taking Notes
Viewing and Editing Notes
History vs. Notes
Deleting a Note or History

Scheduling-General Tab
Scheduling for Multiple Contacts
Scheduling Availability Tab
Responding to an ACT! Invitation
Alarms
Responding to an Alarm
Scheduling-Recurring Activities
Advanced Options
Attachments
Public vs. Private Activities
Scheduling Activities for Other Users
Displaying Other Users’ Activities
Adding “Scheduled For” to Task List
Printing the Calendar
Roll Over
Events

Working with ACT Software E-mail and Letters

ACT! Can Help You Communicate
ACT!’s E-Mail Integration
Setting Up Your E-mail in ACT!
ACT!’s Integration with Outlook
Sending E-mail from the Contact
Sending an E-mail from Outlook

Choosing a Word Processor
New Menu Item in Word
Creating Correspondence
Creating a Mail-Merge Template
Merging the E-mail Template
Creating Letters, Memos, and Faxes
Printing Documents
Editing the Attached Document
Envelopes and Mailing Labels
Dealing with Your Outlook Inbox
Adding an Outlook Meeting Request
Creating a Contact from an E-mail
Attach an E-mail to a Contact
Using the Quick Attach Feature
Setting Your Quick Attach Preferences
Handling Unattached Messages
Using the Attach to ACT! Icon
Creating an Activity from an E-Mail
Sending Contact Information as a vCard
ACT! Reports
Favorite Reports

Working With ACT Software Groups & Companies

Groups
Displaying a Group Lookup
Manually Adding a Contact to a Group
Companies
Creating/Populating a Group or Company
Adding Multiple Contacts
Using Criteria for Your Groups
Linking Contacts to Companies
Create a Company from a Contact
Difference between Link and Associate
Create a Contact from a Company
Disabling a Company Link
Pushing Changes Back to Contacts
Pulling Changes from Company
Record
Convert a Group to a Company
Divisions and Subgroups
Move or Promote a Division
Cumulative Views of Notes, History, etc.
Company Note or History
Sharing Items with a Company/Group
Changing Companies
Filtering Tabs
Lookup Companies or Groups

Working with ACT Software Opportunities

Creating Opportunities
Updating an Opportunity
Creating a Quote
Closing the Deal
Opportunities: List View
Lookup Opportunities
Export to Microsoft Excel
Opportunity Reports
Opportunity Pipeline
Opportunity Graph
Working In List View
Edit Mode
Tag Mode
Lookup and Omit Tagged Records
Printing Lookups
Secondary Contacts
Lookups on Secondary Contact Fields
Promoting From Within
Attachments
Opening and Editing Files
Removing Files from the Documents Tab
Relationships
Web Info
Web Info Tab
Website Links
Attaching Web Pages From IE

Working with ACT Software Dashboards

Using Dashboards
Displaying Dashboard Views
Working in the Dashboard Views
Other Dashboards

Working with ACT Software Synchronization

Synchronizing Your Remote Database
Synchronizing the Remote Database
Set up Sync Schedule with Scheduler
Using the Subscription List

Appendix

Understanding Security Roles
ACT!’s E-Mail
Setting Up Your E-mail Signature
Understanding ACT! E-mail
Sending E-mail from ACT! E-mail
Send/Receive Button
Automatic Update Notification

User Guide, lunch and Certificate of Attendance are included with class. Classes are small and hands on 1 person per PC. All classes are CPE accredited.

9:00 am to 4:00 pm -”SIGN UP HERE”- ACT! Software Training Class for Every Day – Getting started with the basics of ACT Software in Kirkwood, Missouri or call 800.475.1047

Accounting Business Solutions by JCS also offers ACT Software Technical Support and help. Payment is required to register for the class. Availability will be confirmed once your registration information has been received and processed. Do not make travel plans prior to this confirmation. JCS is not responsible for any travel expenses made without confirmation

Call 800.475.1047 to register. We know you have choices – Thank you for choosing Accounting Business Solutions by JCS “Your Success is Our Goal!

• ACT Consultant Alabama
• ACT Consultant Alaska
• ACT Consultant Arizona
• ACT Consultant Arkansas
• ACT Consultant California
• ACT Consultant Colorado
• ACT Consultant Connecticut
• ACT Consultant Delaware
• ACT Consultant Florida
• ACT Consultant Georgia
• ACT Consultant Hawaii
• ACT Consultant Idaho
• ACT Consultant Illinois
• ACT Consultant Indiana
• ACT Consultant Iowa
• ACT Consultant Kansas
• ACT Consultant Kentucky
• ACT Consultant Louisiana
• ACT Consultant Maine
• ACT Consultant Maryland
• ACT Consultant Massachusetts
• ACT Consultant Michigan
• ACT Consultant Minnesota
• ACT Consultant Mississippi
• ACT Consultant Missouri
• ACT Consultant Montana
• ACT Consultant Nebraska
• ACT Consultant Nevada
• ACT Consultant New Hampshire
• ACT Consultant New Jersey
• ACT Consultant New Mexico
• ACT Consultant New York
• ACT Consultant North Carolina
• ACT Consultant North Dakota
• ACT Consultant Ohio
• ACT Consultant Oklahoma
• ACT Consultant Oregon
• ACT Consultant Pennsylvania
• ACT Consultant Rhode Island
• ACT Consultant South Carolina
• ACT Consultant South Dakota
• ACT Consultant Tennessee
• ACT Consultant Texas
• ACT Consultant Utah
• ACT Consultant Vermont
• ACT Consultant Virginia
• ACT Consultant Washington
• ACT Consultant West Virginia
• ACT Consultant Wisconsin
• ACT Consultant Wyoming

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ACT SOFTWARE SUPPORT MISSOURI version 16 2014 and ACT Software Training – 800.475.1047 – Support – Training – Consultant – Reseller

ACT SOFTWARE SUPPORT MISSOURI version 16 2014 and ACT Software Training – 800.475.1047 – Support – Training – Consultant – Reseller

ACT Support Missouri is available for ACT version 16 release for 2014 800.475.1047

Get the latest information on this CRM solution which is the best for small business CRM with

Integrated e-Marketing services.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

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