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- ACT! 2008: Level 2
Product Description
Course length: 1.0 day(s)
Target Student: This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.
Prerequisites: Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following Element K course: ACT!® 2008: Level 1; or have equivalent knowledge.
ACT!® 2008: Level 2
Course Specifications
Course number: 084920Course length: 1.0 day(s)
Course Description
Course Objective: You will customize the ACT! 2008 environment, query and exchange data, work with templates, administer ACT!, and use its Internet features.Target Student: This course is intended for corporate users, small business owners, government, medical, education, and nonprofit entities.
Prerequisites: Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following Element K course: ACT!® 2008: Level 1; or have equivalent knowledge.
Course Objectives
Upon successful completion of this course, students will be able to:- customize the ACT! 2008 environment.
- query a database.
- exchange data.
- work with the mail merge feature.
- work with report templates.
- administer the ACT! 2008 database.
- use the Internet and email features of ACT! 2008.
Course Content
- Lesson 1: Customizing the ACT! 2008 Environment
- Topic 1A: Specify Startup Preferences
- Startup Preferences
- How to Specify Startup Preferences
- Topic 1B: Customize Fields in a Database
- Fields
- Field Names
- Field Deletion
- How to Customize Fields in a Database
- Topic 1C: Customize Layouts
- Layouts
- How to Customize Layouts
- Topic 1D: Customize the Dashboard
- Dashboard Designer
- How to Customize the Dashboard
- Topic 1E: Modify Menus and Keyboard Shortcuts
- The Customize Menus and Toolbars Dialog Box
- How to Modify Menus and Keyboard Shortcuts
- Lesson 2: Creating Queries
- Topic 2A: Perform a Lookup
- Queries
- The Lookup By Example Dialog Box
- How to Perform a Lookup
- Topic 2B: Create Advanced Queries
- Advanced Query
- How to Create Advanced Queries
- Lesson 3: Exchanging Data
- Topic 3A: Import Data
- The Import Wizard
- Field Mapping
- The Merge Options
- Delimited Text File
- How to Import Data
- Topic 3B: Export Data
- The Export Wizard
- How to Export Data
- Topic 3C: Transfer Data to a Pocket PC
- Synchronization
- The ACT! Link for Pocket PC Wizard
- How to Transfer Data to a Pocket PC
- Topic 3D: Work with a Remote Database
- The Create Remote Database Command
- The Synchronization Dialog Box
- Sync Set
- How to Work with a Remote Database
- Lesson 4: Using the Mail Merge Feature
- Topic 4A: Create a Template for Mail Merge
- How to Create a Template for Mail Merge
- Topic 4B: Generate Form Letters
- Form Letters
- The Mail Merge Wizard
- Mailing Labels and Envelopes
- How to Generate Form Letters
- Lesson 5: Working with Report Templates
- Topic 5A: Generate Reports Using a Standard Report Template
- Report Templates
- Section
- How to Generate Reports Using a Report Template
- Topic 5B: Generate Reports Using a Custom Report Template
- Custom Report Templates
- Report Designer
- Summary Fields
- Field Labels
- How to Generate Reports Using a Custom Report Template
- Lesson 6: Administering the ACT! 2008 Database
- Topic 6A: Manage Data Security
- User Accounts
- Password Security
- Security Roles
- Field-Level Security
- Record Access
- The Share Database Option
- Custom Permissions
- How to Manage Data Security
- Topic 6B: Perform Database Maintenance
- Database Backup
- The Remove Old Data Dialog Box
- The Check and Repair Option
- Duplicate Records
- How to Perform Database Maintenance
- Lesson 7: Using the Internet and Email Features of ACT! 2008
- Topic 7A: Create Web Page Attachments
- Web Page Attachments
- ACT! Links
- How to Create Web Page Attachments
- Topic 7B: Generate Maps and Driving Directions
- Maps and Driving Directions
- How to Generate Maps and Driving Directions
- Topic 7C: Integrate ACT! 2008 with Email Applications
- Email Services
- The ACT! E-mail Window
- How to Integrate ACT! 2008 with Email Applications