Sage Act!
Sage Act!: Getting Started with Sage Act!
3 Hours
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What is Act!?
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What can you do with Act!?
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Getting help
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Starting Act!
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Understanding contact screens
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Moving around the database
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Working with toolbars
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Adding a contact
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Deleting a contact
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Adding a contact with the same address
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Entering information
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Sorting contacts
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Inserting notes
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Deleting notes
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Attaching files to a contact record
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Printing address books for your contacts
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Scheduling a call
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Scheduling a meeting
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Scheduling a to-do
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Clearing activities
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Writing a letter to the current contact
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Calling the contact using the Auto Dialer
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Viewing the contact list
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Performing lookups
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Grouping contacts
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Viewing all or come activities with the task list
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Defining user fields
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Adding history
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Using the Timer
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Viewing and using calendars
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Writing memos, fax cover pages, etc.
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Creating reports
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Modifying reports
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Creating a new database
Sage Act!: Useful Features in Sage Act!
3 Hours
It is highly recommended that you take Sage Act!: Getting Started with Sage Act! or have equivalent training or experience with Sage Act!.
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Creating and using queries
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Creating macros
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Adding a macro to the toolbar
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Importing and exporting data
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Setting startup settings
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Creating and modifying templates and mail merges
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Customizing report templates
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Performing system maintenance
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Using internet links