By Karen S. Fredricks
Touch administration software program (CRM) like ACT! are super worthwhile instruments which could prevent time and cash. ACT! is straightforward to establish and takes little time to create a database, even if, it's also slightly extra advanced to appreciate than traditional software.ACT! 2006 For Dummies is the pleasant new consultant to the most recent model of ACT! this simple, plain-English publication exhibits you the joys and straightforward option to consolidate, view, and edit all contacts out of your corporation and your lifestyles. supplying you with a common review of ACT! and the fundamentals, you've gotten the instruments you wish to:Add, replica, and delete contactsRemodel and customise lists and tabsPerform touch searchesWork with ACT! notes and historiesSchedule your activitiesShare, layout, and merge your reportsCreate touch fieldsCustomize your layoutMaintain and again up databasesAdminister your databaseIntegrate ACT! with MicrosoftTake benefit of interesting opportunitiesWork with ACT! top rate at the WebPacked with either ACT! 2006 and ACT! top rate beneficial properties for the net in addition to assistance for making ACT! paintings greater for you, this is often the final word connection with cleansing up your ACT and achieving your lifestyles and enterprise’ complete strength!
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Extra info for ACT! 2006 For Dummies (For Dummies (Computer Tech))
In addition, notice that an icon appears to the left of some of the menu items; this means that you’ll find that corresponding icon somewhere on the icon bar if you prefer to click rather using the menus or keyboard shortcuts. Figure 2-4: Getting the most out of ACT! menus. Chapter 2: The Various Faces of ACT! The toolbar ACT! also features a toolbar at the top of each window. The toolbar includes the most commonly used tasks of the current view. Toolbars work much the same way as the menu bars.
Consulting option takes you for a field trip out to an Internet site that contains a listing of all the local ACT! consultants. Chapter 3 Getting Your ACT! Together In This Chapter ᮣ Creating a new database ᮣ Changing the ACT! preferences ᮣ Customizing your toolbars and menus I could easily have titled this chapter “Have It Your Way” because here’s where I show you how to set up a new database. You discover some of the preference settings that you can change in ACT!. If you’re sharing your database across a network, you’ll read about the preferences that are specific to a network.
8. Double-check your answers carefully, make the appropriate changes (if any), and then click Finish. When you’re ready to add contacts to the database, head to Chapter 4. 31 32 Part I: The Opening ACT! If you already set your preferences, you don’t need to use the wizard to create a new, blank database or to create another database. Just do the following. (To see how to set preferences, see the upcoming section, “Giving ACT! ”) 1. Choose File➪New Database from any of the ACT! views. The New Database dialog box appears.