By Karen S. Fredricks
Touch administration software program (CRM) like ACT! are tremendous precious instruments which may prevent time and cash. ACT! is simple to establish and takes little time to create a database, even though, it's also just a little extra advanced to appreciate than usual software.ACT! 2006 For Dummies is the pleasant new consultant to the newest model of ACT! this simple, plain-English ebook exhibits you the joys and straightforward technique to consolidate, view, and edit all contacts out of your corporation and your lifestyles. giving you a common evaluate of ACT! and the fundamentals, you have got the instruments you would like 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 intriguing opportunitiesWork with ACT! top class at the WebPacked with either ACT! 2006 and ACT! top class good points for the net in addition to information for making ACT! paintings higher for you, this can be the last word connection with cleansing up your ACT and achieving your existence and company’ complete capability!
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Extra resources for ACT! 2006 For Dummies (For Dummies (Computer Tech))
Provides advanced opportunity tracking So what are you waiting for? Boot up your computer, grab the book, and get going. After all, it’s time to ACT! (pun intended). Chapter 2 The Various Faces of ACT! In This Chapter ᮣ Starting the correct database ᮣ Logging in correctly ᮣ Knowing about the My Record ᮣ Maneuvering in ACT! ᮣ Getting help with ACT! , you’ll find that it’s an amazingly easy program to master. The key is to become familiar with the lay of the land before you start building your contact database.
Database. Working with Passwords If you’re the only user using your ACT! database — or if your clients love you and would chop their arms off at the wrist before turning to one of your competitors — security might not be an important issue for you. When you start ACT! it will not prompt you for a user name and password. But if you’re like most people, you probably prefer not to share every tidbit of information in your database with anyone who wanders into your office. Whether you want to prevent certain personnel from changing the basic field structure of your database or adapt a look-but-don’t-touch attitude with the unfortunate computer-challenged among your employees, ACT!
Creating a New ACT! Database If your initial meeting with ACT! , you know that it’s a great demo database to use for learning purposes before actually starting to work on your own database. After playing with the demo for only a short time, you’re probably eager to start working on your very own database. The easiest way to create your first database is by using the Getting Started Wizard. In addition to setting you up with a new database, the wizard helps you to set a few of the most basic preferences needed for ACT!