Customizing ACT Software Training Class – 800.475.1047 – Support – Training – Consultant – Reseller

Customizing ACT Software Training Class – 800.475.1047 – Support – Training – Consultant – Reseller

Customizing ACT Software Training Class

Businesses who participate in ACT CRM training have higher user adoption rates, more productive employees, and see increases in their closure rates.  Customizing ACT Software Training Class – Delivering advanced training so you can utilize all the power of your AC Software.

Would you really like to take ACT to the next level and set it up to help you work more efficiently for your business needs?  We can help you with customizing and optimizing ACT Software.  Get ACT Information the way you want it.

act-logoCourse Outline:

Database Design and Layouts

  • Creating a New Database
  • Customizing Fields
  • Field Attributes
  • Enter field name and type
  • Customize field and list behavior
  • Customize field behavior
  • Set field triggers
  • Manage Drop-Down Lists
  • Creating Drop-Down Lists for Importing
  • Importing the Drop-Down List
  • Minor changes to the Drop-Down List
  • Editing the Database Structure
  • Field Security
  • Creating New Fields for Other Entities
  • Defining and Modifying Layouts
  • Designing Layouts
  • Saving Layouts
  • The Tool Pallet / Formatting Toolbar
  • Modifying Layouts
  • Renaming the Field Labels
  • Moving and Aligning Objects
  • Adding New Fields to your Layout
  • Layout Tabs
  • Adding other Objects
  • Formatting
  • Changing Background Tab Color
  • Make same width or height
  • Testing your Layouts / Field Entry Order

Customized Templates

  • Choosing a Word Processor
  • ACT!’s Menu Item in Word
  • Creating a Mail Merge Template
  • The Email Body Template
  • Merging the Template with a Lookup
  • Envelopes and Mailing Labels
  • ACT! E-Marketing
  • Creating your first Swiftpage Template
  • What is [[SPE Personal Message]]?
  • Sending the Template
  • Creating a New Template Using Your Base
  • E-Marketing and Swiftpage Help
  • ACT! Word Processor
  • ACT! Toolbar, Ruler, Status Bar
  • Tables
  • Graphics

Designing Dashboards

  • Using and Displaying Dashboards
  • Creating Custom Dashboards
  • Custom Components

Feature Customizations

  • Customizing Menus and Toolbars
  • Editing a Custom Command
  • Resetting Toolbars, Menus, Keyboard
  • Customizing the Welcome Page
  • Modifying the Nav Bar
  • Creating Custom Web Info Links
  • Customizing Priorities
  • Creating New Activity Types
  • Creating and Scheduling Activity Series
  • Other Opportunity Customizations
  • Creating a Custom Process
  • Creating Defined Product Lists
  • Editing the Quote Template
  • Mapping ACT! Fields into Microsoft Excel
  • Preparing / Merging the Excel File

Running and Designing Reports

  • ACT! Reports
  • Favorite Reports
  • Report Templates
  • The Report Designer Screen
  • The Report and Page Header Sections
  • The Detail Section
  • The Report and Page Footer Sections
  • Adding Report Objects
  • Formatting
  • Fields and Labels
  • Sizing Sections Group By for Sorting or Subtotals
  • Section Behavior
  • Summary Fields
  • SubReports
  • Report Filters
  • Using Custom Reports
  • Using Scripting in your Reports
  • Removing Blank Space Between Fields
  • Printing Checkmarks for Yes/No Fields
  • Choose Home or Business on the Fly


  • Layout and Report Properties

Questions and Answers

100% Satisfaction Guaranteed or return to Customizing ACT Software Support 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

The features taught in this class will cover ACT Standard and ACT Premium Software.  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.

Accounting Business Solutions by JCS is a Master Sage Solution Provider.  Payment is required to register for the class. Availability will be confirmed once your registration information is received and processed. Please do not make any travel arrangements prior to confirmation received from JCS. JCS is not responsible for any travel expenses made without confirmation. Course cancellation must be received in writing 5 days prior to the course date. Refunds are subject to a $50.00 administrative fee.  The class may be rescheduled with no administrative fee.

ACT! Training and Support at Your Place, Our Place or Online by Master ACT! Consultants

We know you have choices, Thank you for choosing Accounting Business Solutions by JCS. Your Success is Our Goal!

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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