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ACT! 2006: Administration

in Enable Technology Ltd (England)

Classes Course

Place:

Wolverhampton

Price:

£430 VAT inc.

Duration:

1 Day

Start:

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Course objectives:

This one day intensive training course equips participants with the skills necessary to install, manage and administer a multi-user ACT! 2006 CRM system.

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Course details

Type Course Duration 1 Day
Method / place Contact course provider Classes in Wolverhampton where
Course objectives This one day intensive training course equips participants with the skills necessary to install, manage and administer a multi-user ACT! 2006 CRM system.
Price £430 VAT inc.
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Course programme

ACT! 2006: Administration


Topic 1: Installation and conversion
Installation
Upgrading from ACT! 6.0
Opening a database

Topic 2: Building a database
Creating and deleting databases
Importing and exporting contacts
User accounts
Teams

Topic 3: Defining fields
Adding fields
Editing and removing fields
Working with drop-down lists

Topic 4: Layout designs
Layouts
Adding tabs and fields
Adding objects to a layout
Layout adjustments
Field entry order

Topic 5: Preferences
General preferences
Calendar and scheduling preferences
Communication preferences

Topic 6: Menu and toolbar customization
Custom commands
Adding and removing menu and toolbar commands
Customizing the navigation bar

Topic 7: Database maintenance
Backup and restoration
Routine maintenance
The ACT! Diagnostic Tool (ACTDIAG)

Topic 8: Synchronisation
The sync server
The Sync Set
Creating and deploying a remote database
 
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Where Wolverhampton, Wolverhampton Science Park see map
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