ACT! 2007: Administration

Enable Technology
In Wolverhampton

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Important information

Typology Short course
Location Wolverhampton
Duration 1 Day
  • Short course
  • Wolverhampton
  • Duration:
    1 Day

This one day intensive training course equips participants with the skills necessary to install, manage and administer a multi-user ACT! 2007 CRM system.

Where and when
Starts Location
On request
Wolverhampton Science Park, West Midlands, England
See map
Starts On request
Wolverhampton Science Park, West Midlands, England
See map

Course programme

Installation and conversion
Upgrading from ACT! 6.0
Opening a database

Building a database
Creating and deleting databases
Importing and exporting contacts
User accounts

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

Layout designs
Adding tabs and fields
Adding objects to a layout
Layout adjustments
Field entry order

General preferences
Calendar and scheduling preferences
Communication preferences

Menu and toolbar customisation
Custom commands
Adding and removing menu and toolbar commands
Customising the navigation bar

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

The sync server
The Sync Set
Creating and deploying a remote database

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