ACT! 2005 For Dummies

ACT! 2005 For Dummies

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ACT! 2005 will help you manage your business contacts and relationships (not just with customers, but also with prospects, vendors, and suppliers) more efficiently and effectively. But there is a catch-you have to ACTivate it. ACT! 2005 for Dummies helps you get your ACT together with basic information about fields, records, files, and navigation, and step-by-step guidelines for: Setting up and customizing databases Using the calendar to plan your schedule Using the alarm to alert you to things to ACT on, whether it's checking on a huge order or remembering a customer's birthday (so you'll get another huge order) Protecting your database by assigning specific security levels to users or password-protecting it Creating reports and broadcast e-mails Written by Karen S. Fredricks, an ACT! Certified Consultant, ACT! Premier Trainer, and self-professed ACT! FanACTic, ACT! 2005 For Dummies covers both ACT! Standard Edition 2005 and ACT! Premium Edition 2005. It shows and tells you how to: Use ACT! Notes and ACT! Histories to maintain records of all communications and activities Tag contacts (to designate whether they are interested in a new product, whether they like golf, whether they rate a glorious gift basket at Christmas or get the automatic fruit cake, or whatever) Integrate with Excel, Outlook, and other programs Use ACT! reporting and forecasting tools to manage and track sales Contacts and relationships are the key to any successful business. With ACT! 2005 helping you manage them, you can focus on building your business. Wouldn't it be nice to have a lot of new customers to add to ACT! 2005?show more

Product details

  • Electronic book text
  • John Wiley & Sons Inc
  • FOR DUMMIES
  • United States
  • 1st edition
  • 9780764579646

About Karen S. Fredricks

Karen S. Fredricks began her life rather non-technically growing up in Kenya. She attended high school in Beirut, Lebanon - where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has since been an ardent Gator fan. In addition to undergraduate studies in English and accounting, Karen has a Master's degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC in its inception in the early '80s - and has worked as a full-time computer consultant and trainer ever since. Karen is an ACT! Certified Consultant, an ACT! Premier Trainer, and a QuickBooks Premier Certified Advisor. She is the author of many training manuals and a contributor to numerous newsletters. A true ACT! FanACTic, she founded the ACT! Users Group of South Florida and served as the official host for the ACT! 6 Launch Tour in Florida.show more

Table of contents

Inroduction 1 Part I: The Opening ACT! 7 Chapter 1: An Overview of ACT! 9 Chapter 2: The Various Faces of ACT! 15 Chapter 3: Getting Your ACT! Together 29 Part II: Putting the ACT! Database to Work 49 Chapter 4: Making Contact(s) 51 Chapter 5: A Few Good Tabs and Lists 63 Chapter 6: Working with Your Data 75 Chapter 7: The ACT! Lookup: Searching for Your Contacts 87 Chapter 8: Stamping Out the Sticky Note 103 Chapter 9: Playing the Dating Game 113 Part III: Sharing Your Information with Others 127 Chapter 10: Advanced Dating 101 129 Chapter 11: Using the Basic ACT! Reports 139 Chapter 12: Designing Your Own Reports 155 Chapter 13: Merging Your Information into a Document 169 Chapter 14: ACT! E-Mail 183 Part IV: Advanced ACT!ing 197 Chapter 15: Creating Contact Fields 199 Chapter 16: Customizing Layouts 215 Chapter 17: Zen and the Art of Database Maintenance 233 Chapter 18: ACT!ing with Synchronizations 251 Part V: Commonly Overlooked ACT! Features 267 Chapter 19: Integrating ACT! with Microsoft 269 Chapter 20: ACT!ing on Your Opportunities 285 Chapter 21: Grouping Your Contacts 307 Chapter 22: Joining a Company 321 Part VI: The Part of Tens 339 Chapter 23: Ten Differences between ACT! 2005 and ACT! 2005 Premium 341 Chapter 24: Ten Cool New Features in ACT! 2005 347 Chapter 25: Ten Tips to Make ACT! Work Better 355 Index 365show more

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