ACT! 2007 - Level 2 Training Class

Course ID: 20755

ACT! 2007 - Level 2 Training Seminar

Overview:
In this course, students will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.

Who Should Attend:
This course is intended for corporate users, small business owners, government, medical, education, and non-profit entities.

At Course Completion:
Upon successful completion of this course, students will be able to: - describe standard lookup and a query. - exchange data. - customize the ACT! 2007 environment. - work with templates and the Mail Merge feature in ACT! 2007. - customize the report template to extract information from your database. - examine how to administer the ACT! 2007 database. - use the Internet and email features of ACT! 2007.

Agenda

Outline:
Lesson 1: Creating Queries
Perform a Lookup Create Advanced Queries
Lesson 2: Exchanging Data
Import Data Export Data Exchange Data Using the ACT! Link for Pocket PC Wizard Synchronize Data
Lesson 3: Customizing the ACT! 2007 Environment
Specify Startup Preferences Customize Fields in a Database Customize Layouts Modify Menus and Keyboard Shortcuts
Lesson 4: Working with Templates and Mail Merge
Create a Mail Merge Template Generate Form Letters Add Templates to the Write Menu
Lesson 5: Customizing Report Templates
Modify the Report Template Use a Custom Report Template
Lesson 6: Administrating the ACT! 2007 Database
Manage Data Security Perform Database Maintenance
Lesson 7: Using the Internet and Email Features of ACT! 2007
Use Web Page Attachments Generate Maps and Driving Directions Integrate ACT! 2007 with Email Programs