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Sage Act!

Sage Act!: Getting Started with Sage Act!

3 Hours

  • What is Act!?

  • What can you do with Act!?

  • Getting help

  • Starting Act!

  • Understanding contact screens

  • Moving around the database

  • Working with toolbars

  • Adding a contact

  • Deleting a contact

  • Adding a contact with the same address

  • Entering information

  • Sorting contacts

  • Inserting notes

  • Deleting notes

  • 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 come activities with the task list

  • Defining user fields

  • Adding history

  • Using the Timer

  • Viewing and using calendars

  • Writing memos, fax cover pages, etc.

  • Creating reports

  • Modifying reports

  • 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!.


  • Creating and using queries

  • Creating macros

  • Adding a macro to the toolbar

  • Importing and exporting data

  • Setting startup settings

  • Creating and modifying templates and mail merges

  • Customizing report templates

  • Performing system maintenance

  • Using internet links



Sage Act! Outlines Top
Sage Act! Useful Features in Sage Act!
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