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The Basics | The Quickstart Wizard
Login
Windows Screen Elements
The Mouse
Using the Menu and Function Keys
Opening a Database
Act! Screen Elements
Customizing the View Bar
ToolBar Buttons
Sizing the Contact Window
Layout Tabs
Contact Record Basics
The Anatomy of a Record
Screen Layouts
The "My Record" Contact Record |
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Scheduling Your Day | Locating Contacts
The Lookup Menu
The Effects of a Lookup
Lookup Variations
The Contact List
Sorting the Contact List
Tag Mode vs. Edit Mode
Adding and Removing Columns
Taking Notes
History
Creating History
Filters
Activities
Calls, Meetings, and To-dos
Scheduling Conflicts
Viewing Details
Alarms
Priorities
Activity Colors
Show Full Day Banner
Public vs. Private Activities
Sending an E-mail Reminder
Responding to an Alarm
The Task List
Using the Calendar
Navigating in Calendar Views
Scheduling Activities using the Calendar
Printing the Calendar
Modifying Activities
Clearing Activities
Inserting a Contact Record
Drop-Down Fields
Duplicating Contacts
Deleting Contacts |
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Getting It on Paper | Creating Letters, Memos, and Faxes
Saving Documents
Printing Documents
ACT! Reports
The Anatomy of an ACT! Report
Which Report Do I want |
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Beyond the Basics | Sales Opportunities
Editing Sales Opportunities
Closing the Deal
Sales Reports
Groups
Viewing a Group
Editing Group Membership
Subgroup
Beyond the Basics(Word Processor)
Choosing a Word Processor
Mail Merge
Creating a Document Template
Merging the Template
Backup
Restoring a Backup
Side ACT!
Quick and Easy Exit |
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Working With Contacts | Attachments
Customizing Contact Fields
The Attributes Tab
The Drop-down Tab
The Triggers Tab |
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Working With Groups | Reviewing Groups
Adding Groups to a Contact
Adding Contacts to a Group
Displaying Groups
Using Groups Creatively
Group Notes
Associating Activities with Groups
Group Use Scenario
Group Activities
Group User Fields |
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Design Layouts | Defining and Modifying Layouts
Creating Design Layouts
The Tool Palette
Adding Items to Your Layout
Saving Layouts
Modifying Layouts
Aligning Controls
Formatting Layouts
Layout Tabs
Testing Your Layouts
Field Entry Order
Group Stops |
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Designing Reports | Report Templates
The Report Design Screen
The Header Section
The Contact Section
The Footer Section
Adding Report Objects
Control Source Information
Print Preview
Sizing Sections
Subsections
Section Options
Report Filters
Using Custom Reports |
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Customizing ACT! | Macros
Recording a Macro
Running a Macro
Assigning Macro to Toolbars and Menus
Shortcut Keys
Resetting Toolbars, and Menus and the Keyboard
Deleting a Macro
ACT! Preferences
Roll over
Reminders
Queries
Lookup By Example
Creating Advanced Queries
The Query Helper
Adding a Custom Query to the Menu
Deleting Query File |
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Synchronization | Synchronizing Databases
Determine the connection method
Setup Synchronization Folders
Tell ACT! Where Sync Packets Will Be Located
Located
Define Users and Enable Synchronization
Create Database(s) to Synchronize With
Send and Receive Options
Perform the Synchronization
Automatic Synchronization |
