By Karen S. Fredricks
Are you prepared to harvest some great benefits of the bestselling touch courting supervisor (CRM) software program out there this present day? good, then—get into the act with ACT! 2008 and learn the way the most recent model of this fascinating software program permits you to manage a database that’s best for you that you should specialise in your corporation and occupation development whereas additionally saving time and money.With this enjoyable and pleasant advisor in hand, you’ll notice how ACT! organizes consumer info in a single position, thoroughly stocks patron information among workgroups, and gives you with forecast instruments, stories, and a touch database. even if you’re new to the positive factors of ACT! otherwise you are conversant in the fundamentals yet haven't but positioned to exploit ACT!’s extra complex talents, this nuts-and-bolts reference has been up to date and revised to ensure that you're up to the mark at the best approach to arrange your client relationships and activities.Author and full-time ACT! qualified advisor and ACT! most popular coach Karen Fredricks walks you thru initiatives such as:Setting up the touch databaseAdding a number of contacts to a gaggle and including contacts to a companyChanging contact-level safety accessScheduling activitiesUsing the fundamental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! by way of Sage For Dummies, ninth variation additionally boasts a significant other website that comes with the entire updates for the 2008 model of ACT! You’ll be surprised through simply how quick you’ll be ready to arrange a database and get it to behave for you.
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Are you prepared to harvest some great benefits of the bestselling touch dating supervisor (CRM) software program out there this day? good, then—get into the act with ACT! 2008 and learn the way the most recent model of this interesting software program lets you manage a database that’s best for you so you might specialize in your enterprise and profession development whereas additionally saving time and cash.
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Extra resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))
All kinds. , I might end up lapsing into Geek Speak and use a handful of somewhat technical terms; I just can’t avoid it. Becoming familiar with them now is less painful in the long run. 11 12 Part I: The Opening ACT! First things first. ACT! is a database program. A database is a collection of information organized in such a way that the user of the database can quickly find desired pieces of information. Think of a database as an electronic filing system. Although most ACT! users create a database of contacts, some users develop ACT!
Each contact record displays as a single page that’s divided into a top and bottom half: ߜ The top half of the screen contains generic fields, such as name, business address, and phone number, that are probably used by just about all ACT! users everywhere. Many of these fields are used extensively in the templates (that is, reports, letters, fax cover sheets, and labels) that ACT! has already set up for you. ߜ The tabs at the bottom provide additional fields for each of your contacts. These are generally the fields that you don’t use as much, such as home address and spouse’s name.
Toolbars. By the way, notice that you can switch toolbars here if you so desire. Click another toolbar name and you’re the proud owner of another toolbar. 2. Drag any icon you want to another spot on the toolbar. Now’s your chance. 3. Right-click the icon that you want to modify. 4. Chose the modification items of your choice. • Reset All: Resets all your toolbar and menu customization to the original value • Delete: Deletes the currently selected icon • Name: Allows you to rename the icon’s ToolTip • Default Style: Shows just an icon on the toolbar without including any text • Text Only: Shows only a text command on the toolbar without the icon 41 42 Part I: The Opening ACT!
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks