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Sage Act!

Title Introduction to Act!
Length One Day

  • What is Act!?

  • What Can You Do with Act!?

  • Getting Help

  • Starting Act!

  • Understanding Contact Screens

  • Moving Around

  • Toolbars

  • Adding a Contact

  • Deleting a Contact

  • Adding a Contact with the Same Address

  • Entering Information

  • Sorting

  • Inserting Notes

  • Deleting a Note

  • Attaching Files to a Contact Record

  • Printing Address Books for Your Contacts

  • Scheduling a Call

  • Scheduling a Meeting

  • Scheduling a To-Do

  • Clearing Activities

  • Writing a Letter to the Current Contact

  • Calling the Contact Using the Auto Dialer

  • Viewing the Contact List

  • Performing Lookups

  • Grouping Contacts

  • Viewing All or Some Activities with the Task List

  • Defining User Fields

  • Adding History

  • Using the Timer

  • Calendars

  • Database Maintenance

  • Importing Data

  • Writing Memos, Fax Cover Pages, Etc.

  • Modifying Templates

  • Creating Your Own Templates for Mail Merges

  • Reports

  • Modifying Reports

  • Creating a New Database

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