Download PDF by Karen S. Fredricks: ACT! by Sage For Dummies (For Dummies (Computer Tech))

By Karen S. Fredricks

ISBN-10: 0470192259

ISBN-13: 9780470192252

ISBN-10: 0470245433

ISBN-13: 9780470245439

Are you prepared to harvest the advantages of the bestselling touch dating supervisor (CRM) software program out there at the present time? good, then—get into the act with ACT! 2008 and learn how the most recent model of this interesting software program helps you to arrange a database that’s best for you that you should specialise in your small business and profession development whereas additionally saving time and money.With this enjoyable and pleasant advisor in hand, you’ll notice how ACT! organizes shopper info in a single position, thoroughly stocks purchaser information among workgroups, and offers you with forecast instruments, experiences, and a touch database. no matter if you’re new to the positive aspects of ACT! otherwise you are conversant in the fundamentals yet haven't but positioned to exploit ACT!’s extra complicated talents, this nuts-and-bolts reference has been up-to-date and revised to ensure that you're on top of things at the best method to arrange your buyer relationships and activities.Author and full-time ACT! qualified advisor and ACT! most appropriate coach Karen Fredricks walks you thru initiatives such as:Setting up the touch databaseAdding a number of contacts to a gaggle and including contacts to a companyChanging contact-level safeguard accessScheduling activitiesUsing the elemental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! by way of Sage For Dummies, ninth version additionally boasts a significant other website that comes with the entire updates for the 2008 model of ACT! You’ll be surprised by way of simply how quick you’ll be capable of arrange a database and get it to behave for you.

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Extra info for ACT! by Sage For Dummies (For Dummies (Computer Tech))

Example text

16 Part I: The Opening ACT! The first screen that you see when opening an ACT! database each and every time is the Contact Detail window. If you click around and end up in any of the other ACT! screens by accident, don’t panic. One of the nice things about ACT! is that you can execute most commands from any ACT! screen (unless I tell you otherwise). And I promise that pretty soon, the various screens become so familiar to you that you’ll be able to navigate through ACT! with the best of them. To open an existing database, make sure that ACT!

In databases, fields are the smallest units of information. A tax form, for example, contains a number of fields: one for your name, one for your Social Security number, one for your income, and so on. , you start with 50 separate fields for each individual contact. You find out how to add information into these fields in Chapter 4. And, in Chapter 13, I show you how to change the attributes of existing fields and how to add new ones to your database if you’re the database Administrator. ߜ Record: A record is one complete set of fields.

The Three Versions of ACT! 2008 ACT! 2008 comes in three separate editions. , which are ߜ ACT! 2008: This is generally the version that one user purchases. However, up to ten users can share a database across a network if each user purchases his own copy of ACT! 2008. ߜ ACT! Premium 2008 (EX): This version contains additional contact and field security features, so it’s generally used by larger organizations. However, smaller organizations also use Premium to take advantage of other Premium features, including additional ways to remotely access a database.

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ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks

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