ACT! by Sage Administrators Course

Course review:

Sage Classroom Training Courses held at the 9 Sage Training Centres across the UK.

ACT! Training Courses - ACT! by Sage Administrators Course

This is a more advanced course to help you maximise your knowledge and use of Sage ACT! It will help you master everything you need to know about creating a new database and users, customising fields and layouts.

What will I learn by the end of this course?

• Know how to create a new database, create and delete users and manage user passwords
• Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security
• Know how to use the Layout Designer to amend existing layouts and create new tabs
• Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items
• Understand how to customise Smart tasks
• Become familiar with and customise ACT! Dashboards
• Know how to setup and use the Sage Accounting Integration, including importing and creating Sage Accounts records
• Understand how to Import Sage Accounts products into ACT! and converting opportunities to sales orders / invoices
• Be able to export from one ACT! Database to another ACT! Database
• Know how to deal with duplicate records and make global changes
• Understand how to use Database Maintenance including taking a backup.
• Be able to import and export data from Microsoft®Excel
• Learn how to customize ACT! reports using report designer
• Become familiar with Sage E-marketing and Business services tools.

Customers who completed this course also attended:

• Sage 50 Accounts Stage 3
• Sage 50 Payroll Stage 2

List of Sage Training Centres

• Birmingham
• Bristol
• Croydon
• Glasgow
• Leeds
• Manchester
• Newcastle
• North London
• Berkshire