Administering ACT Software Training Class – 800.475.1047 – Support – Training – Classes – Consultant

Administering ACT Software Training Class – 800.475.1047 – Support – Training – Classes – Consultant

Administering ACT! Software Training Class

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

Would you like to take your ACT to the next level and have ACT Help you manage your business contacts?  In just 3 training sessions, you can work with ACT On your own and manage ACT to get the most out of your ACT Software investment.


Course Outline:

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 and Installing Workstations

  • Pre-Install Checklist
  • Do you have the right ACT! Version?
  • Is your other software compatible?
  • Does your software meet the 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 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 a .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


*100% Satisfaction Guaranteed or return to Administering ACT Software Training Class for FREE within 60 days!

Classes held from 9:00 am – 4:00 pm       Sign Up Here

Call Now to speak with a Master ACT! Consultant for Technical Support and Help 800.475.1047

User Guide, Lunch and Certificate of Attendance are included.  Classes are small and hands on, 1 person per PC, max 6 students per class. All classes are CPE accredited.

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”          800.475.1047

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