By Karen S. Fredricks
Are you prepared to harvest some great benefits of the bestselling touch dating supervisor (CRM) software program out there at the present time? good, then—get into the act with ACT! 2008 and learn the way the newest model of this interesting software program helps you to organize a database that’s best for you so you might concentrate on your small business and profession development whereas additionally saving time and money.With this enjoyable and pleasant consultant in hand, you’ll detect how ACT! organizes purchaser details in a single position, accurately stocks buyer details among workgroups, and gives you with forecast instruments, stories, and a touch database. no matter if you’re new to the positive factors of ACT! otherwise you are accustomed to 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 on top of things at the most productive approach to arrange your purchaser relationships and activities.Author and full-time ACT! qualified advisor and ACT! foremost coach Karen Fredricks walks you thru projects such as:Setting up the touch databaseAdding a number of contacts to a bunch and including contacts to a companyChanging contact-level defense accessScheduling activitiesUsing the elemental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! by way of Sage For Dummies, ninth variation additionally boasts a better half website that comes with all of the updates for the 2008 model of ACT! You’ll be surprised by way of simply how fast you’ll have the ability to arrange a database and get it to behave for you.
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Additional info for ACT! by Sage For Dummies (For Dummies (Computer Tech))
You can either scroll through the list of features or type in the first few letters of the feature that you’re looking for. • Search: The Search tab provides you with the most in-depth information about the various ACT! features. This feature is particularly helpful if you aren’t sure of the exact name of the feature that you’re trying to find. For example, say you’re looking for instructions on how to force a field to display only capital letters. A search of the Index tab doesn’t help you (the feature is actually called Initial Capitalization), but you can find the information by typing capital in the Search tab.
This feature is particularly helpful if you aren’t sure of the exact name of the feature that you’re trying to find. For example, say you’re looking for instructions on how to force a field to display only capital letters. A search of the Index tab doesn’t help you (the feature is actually called Initial Capitalization), but you can find the information by typing capital in the Search tab. Figure 2-5 gives you an idea of all the help you can find in the ACT! Help menu. Figure 2-5: Using the ACT!
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!
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks