Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

We’ve been helping Act! users maximize the value of the software since 1989 and provide advanced ACT Software Training.

Administering ACT Software Support Training Class – Come learn how easy it is to administer ACT Software in Arlington Heights, Illinois – 800.475.1047. ACT training at your place, our place or online. Your Success Is Our Goal! This class is offered by Accounting Business Solutions by JCS

Would you like to take ACT to the next level and have ACT help you manage your business contacts? In just three easy training sessions you can work with ACT on your own and manage ACT to get the most out of your ACT software investment. 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 Arlington Heights, Illinois or call 800.475.1047

Download the Course Outline Here

The Basics

So You Get to be the ACT! Administrator
ACT! vs. ACT! Premium
Premium Version Editions
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
Enable Share on Existing Database

Configuring & Installing Workstations

Pre-Install Checklist
Do you have right ACT! Version?
Is your other software compatible?
Meet Minimum System Requirements?
Verify 2GB Free Space
Ensure File/Printer Sharing Enabled
Set System Restore Point
Verify Local Administrator Rights
Pre-Install Tasks
Create install folder
Uninstall earlier versions
Installing on Workstations
Applying Some Performance Tweaks
Understand/Modify User Preferences
File Locations for Multi-User Database
Setting Up E-mail System in ACT!

Database Security

Database Security
Understanding Security Roles
Custom Permissions
Creating New Logon Users
Making Users Inactive
Password Management
Defining a Global Password Policy
Overriding Password Policy 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
Field Security

Database Administration

General Database Maintenance
Automatic Update Notification
Back Up
Automatically Backing Up 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 Default Duplicate Checking
Edit, Replace
Edit, Swap or Copy Fields
Remove Old Data
Events

Advanced Lookups

Activity Data Mining
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Creating/Populating a Group or Company
Adding Multiple Contacts to a Group
Advanced Queries Companies/Groups

Synchronization Maintenance

Synchronizing Databases
Administrator Tasks – Preparation
Determine/Setup Connection Method
Define Remote User(s)
Restore Database to Final Location
Administrator Tasks – Creating Sync DB
Enable Synchronization
Manage Sync Sets
Create Remote Databases
Prepare the Remote Database(s)
Administrator Tasks – Turning on Sync
Setting Up Application Sync
Setting Up the Network Sync Service
Setting Up Internet Sync
User Tasks – Remote Database
Modifying Setup for Internet Sync
Synchronizing the Remote Database
Set Up a Sync Schedule with Scheduler
Using the Subscription List
Administrator – When Things Change
Moving Machines
Territory Realignment
Temporarily Disabling Sync
Synchronization Troubleshooting
Accounting Business Solutions by JCS also offers Sage 50 software Technical Support, upgrades 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.

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Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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 – Arlington Heights/Chicago, Illinois

ACT Software Support Basic Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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 – Arlington Heights/Chicago, Illinois

ACT Software Support Basic Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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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Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

We’ve been helping Act! users maximize the value of the software since 1989 and provide advanced ACT Software Training.

Administering ACT Software Support Training Class – Come learn how easy it is to administer ACT Software in Arlington Heights, Illinois – 800.475.1047. ACT training at your place, our place or online. Your Success Is Our Goal! This class is offered by Accounting Business Solutions by JCS

Would you like to take ACT to the next level and have ACT help you manage your business contacts? In just three easy training sessions you can work with ACT on your own and manage ACT to get the most out of your ACT software investment. 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 Arlington Heights, Illinois or call 800.475.1047

Download the Course Outline Here

The Basics

So You Get to be the ACT! Administrator
ACT! vs. ACT! Premium
Premium Version Editions
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
Enable Share on Existing Database

Configuring & Installing Workstations

Pre-Install Checklist
Do you have right ACT! Version?
Is your other software compatible?
Meet Minimum System Requirements?
Verify 2GB Free Space
Ensure File/Printer Sharing Enabled
Set System Restore Point
Verify Local Administrator Rights
Pre-Install Tasks
Create install folder
Uninstall earlier versions
Installing on Workstations
Applying Some Performance Tweaks
Understand/Modify User Preferences
File Locations for Multi-User Database
Setting Up E-mail System in ACT!

Database Security

Database Security
Understanding Security Roles
Custom Permissions
Creating New Logon Users
Making Users Inactive
Password Management
Defining a Global Password Policy
Overriding Password Policy 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
Field Security

Database Administration

General Database Maintenance
Automatic Update Notification
Back Up
Automatically Backing Up 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 Default Duplicate Checking
Edit, Replace
Edit, Swap or Copy Fields
Remove Old Data
Events

Advanced Lookups

Activity Data Mining
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Creating/Populating a Group or Company
Adding Multiple Contacts to a Group
Advanced Queries Companies/Groups

Synchronization Maintenance

Synchronizing Databases
Administrator Tasks – Preparation
Determine/Setup Connection Method
Define Remote User(s)
Restore Database to Final Location
Administrator Tasks – Creating Sync DB
Enable Synchronization
Manage Sync Sets
Create Remote Databases
Prepare the Remote Database(s)
Administrator Tasks – Turning on Sync
Setting Up Application Sync
Setting Up the Network Sync Service
Setting Up Internet Sync
User Tasks – Remote Database
Modifying Setup for Internet Sync
Synchronizing the Remote Database
Set Up a Sync Schedule with Scheduler
Using the Subscription List
Administrator – When Things Change
Moving Machines
Territory Realignment
Temporarily Disabling Sync
Synchronization Troubleshooting
Accounting Business Solutions by JCS also offers Sage 50 software Technical Support, upgrades 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.

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Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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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Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

We’ve been helping Act! users maximize the value of the software since 1989 and provide advanced ACT Software Training.

Administering ACT Software Support Training Class – Come learn how easy it is to administer ACT Software in Arlington Heights, Illinois – 800.475.1047. ACT training at your place, our place or online. Your Success Is Our Goal! This class is offered by Accounting Business Solutions by JCS

Would you like to take ACT to the next level and have ACT help you manage your business contacts? In just three easy training sessions you can work with ACT on your own and manage ACT to get the most out of your ACT software investment. 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 Arlington Heights, Illinois or call 800.475.1047

Download the Course Outline Here

The Basics

So You Get to be the ACT! Administrator
ACT! vs. ACT! Premium
Premium Version Editions
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
Enable Share on Existing Database

Configuring & Installing Workstations

Pre-Install Checklist
Do you have right ACT! Version?
Is your other software compatible?
Meet Minimum System Requirements?
Verify 2GB Free Space
Ensure File/Printer Sharing Enabled
Set System Restore Point
Verify Local Administrator Rights
Pre-Install Tasks
Create install folder
Uninstall earlier versions
Installing on Workstations
Applying Some Performance Tweaks
Understand/Modify User Preferences
File Locations for Multi-User Database
Setting Up E-mail System in ACT!

Database Security

Database Security
Understanding Security Roles
Custom Permissions
Creating New Logon Users
Making Users Inactive
Password Management
Defining a Global Password Policy
Overriding Password Policy 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
Field Security

Database Administration

General Database Maintenance
Automatic Update Notification
Back Up
Automatically Backing Up 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 Default Duplicate Checking
Edit, Replace
Edit, Swap or Copy Fields
Remove Old Data
Events

Advanced Lookups

Activity Data Mining
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Creating/Populating a Group or Company
Adding Multiple Contacts to a Group
Advanced Queries Companies/Groups

Synchronization Maintenance

Synchronizing Databases
Administrator Tasks – Preparation
Determine/Setup Connection Method
Define Remote User(s)
Restore Database to Final Location
Administrator Tasks – Creating Sync DB
Enable Synchronization
Manage Sync Sets
Create Remote Databases
Prepare the Remote Database(s)
Administrator Tasks – Turning on Sync
Setting Up Application Sync
Setting Up the Network Sync Service
Setting Up Internet Sync
User Tasks – Remote Database
Modifying Setup for Internet Sync
Synchronizing the Remote Database
Set Up a Sync Schedule with Scheduler
Using the Subscription List
Administrator – When Things Change
Moving Machines
Territory Realignment
Temporarily Disabling Sync
Synchronization Troubleshooting
Accounting Business Solutions by JCS also offers Sage 50 software Technical Support, upgrades 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.

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Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

Customizing ACT! Software Support Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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 – Arlington Heights/Chicago, Illinois

ACT Software Support Basic Training – Arlington Heights/Chicago, Illinois

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 Arlington Heights, Illinois

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 Arlington Heights, Illinois 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 Arlington Heights, Illinois 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
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Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

Administering ACT! Software Training – Arlington Heights/Chicago, Illinois

We’ve been helping Act! users maximize the value of the software since 1989 and provide advanced ACT Software Training.

Administering ACT Software Support Training Class – Come learn how easy it is to administer ACT Software in Arlington Heights, Illinois – 800.475.1047. ACT training at your place, our place or online. Your Success Is Our Goal! This class is offered by Accounting Business Solutions by JCS

Would you like to take ACT to the next level and have ACT help you manage your business contacts? In just three easy training sessions you can work with ACT on your own and manage ACT to get the most out of your ACT software investment. 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 Arlington Heights, Illinois or call 800.475.1047

Download the Course Outline Here

The Basics

So You Get to be the ACT! Administrator
ACT! vs. ACT! Premium
Premium Version Editions
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
Enable Share on Existing Database

Configuring & Installing Workstations

Pre-Install Checklist
Do you have right ACT! Version?
Is your other software compatible?
Meet Minimum System Requirements?
Verify 2GB Free Space
Ensure File/Printer Sharing Enabled
Set System Restore Point
Verify Local Administrator Rights
Pre-Install Tasks
Create install folder
Uninstall earlier versions
Installing on Workstations
Applying Some Performance Tweaks
Understand/Modify User Preferences
File Locations for Multi-User Database
Setting Up E-mail System in ACT!

Database Security

Database Security
Understanding Security Roles
Custom Permissions
Creating New Logon Users
Making Users Inactive
Password Management
Defining a Global Password Policy
Overriding Password Policy 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
Field Security

Database Administration

General Database Maintenance
Automatic Update Notification
Back Up
Automatically Backing Up 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 Default Duplicate Checking
Edit, Replace
Edit, Swap or Copy Fields
Remove Old Data
Events

Advanced Lookups

Activity Data Mining
Queries
Lookup By Example
Advanced Queries
And/Or Revisited
Grouping
Deleting Query Files
Creating/Populating a Group or Company
Adding Multiple Contacts to a Group
Advanced Queries Companies/Groups

Synchronization Maintenance

Synchronizing Databases
Administrator Tasks – Preparation
Determine/Setup Connection Method
Define Remote User(s)
Restore Database to Final Location
Administrator Tasks – Creating Sync DB
Enable Synchronization
Manage Sync Sets
Create Remote Databases
Prepare the Remote Database(s)
Administrator Tasks – Turning on Sync
Setting Up Application Sync
Setting Up the Network Sync Service
Setting Up Internet Sync
User Tasks – Remote Database
Modifying Setup for Internet Sync
Synchronizing the Remote Database
Set Up a Sync Schedule with Scheduler
Using the Subscription List
Administrator – When Things Change
Moving Machines
Territory Realignment
Temporarily Disabling Sync
Synchronization Troubleshooting
Accounting Business Solutions by JCS also offers Sage 50 software Technical Support, upgrades 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.

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