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

May 2 @ 9:00 am - 4:00 pm

|Recurring Event (See all)
An event every 1 month(s) on that lasts 0 day(s) and 7 hour(s), the last of which will begin on December 31, 2018

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
Tips for Dealing with Duplicates
Combine Duplicate Records
Changing Default Duplicate Checking
Edit, Replace
Edit, Swap or Copy Fields
Remove Old Data

Advanced Lookups

Activity Data Mining
Lookup By Example
Advanced Queries
And/Or Revisited
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.



Lauren LaMantia


JCS-Arlington Heights
726 W Algonquin Road
Arlington Heights, IL 60005 United States
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