ACT! by Sage For Dummies, 9th Edition

ACT! by Sage For Dummies, 9th Edition

By Karen S. Fredricks
ISBN: 978-0-470-19225-2
Paperback
408 pages
October 2007
Format : PDF


Description
Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.

With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:

* Setting up the contact database
* Adding multiple contacts to a group and adding contacts to a company
* Changing contact-level security access
* Scheduling activities
* Using the basic ACT! Reports
* Designing new reports
* Automating the backup process
* Integrating with Outlook
* Creating groups

ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.


Table of Contents
Introduction.

Part I: The Opening ACT!

Chapter 1. An Overview of ACT!

Chapter 2. The Various Faces of ACT!

Chapter 3. Getting Your ACT! Together.

Part II: Putting the ACT! Database to Work.

Chapter 4. Making Contac(s).

Chapter 5. A Few Good Tabs and Lists.

Chapter 6. The ACT! Lookup: Searching for Your Contacts.

Chapter 7. Stamping OUt the Stick Note.

Chapter 8. Playing the Dating Game.

Chapter 9. Dashing Through the Dashboards.

Part III: Sharing Your Information with Others.

Chapter 10. Using the ACT! Reports and Labels.

Chapter 11. Merging Your Information into a Document.

Chapter 12. ACT! E-Mail.

Part IV: Advanced ACT!ing.

Chapter 13. Creating and Editing Contacts Fields.

Chapter 14. Customizing Layouts.

Chapter 15. Zen and the Art of Database Maintenance.

Chapter 16. Calling in the reinforcements.

Chapter 17. ACT!ing with Synchronization.

Part V: Commonly Overlooked ACT! Features.

Chapter 18. Integrating ACT! With Microsoft.

Chapter 19. ACT!ing on Your Opportunities.

Chapter 20. Grouping Your Contacts.

Chapter 21. Joining a Company.

Chapter 22. Working with ACT! Premium for Web.

Part VI: the Part of Tens.

Chapter 23. Ten Cool Things Available Only in ACT! Premium 2008.

Chapter 24. Ten Tips to Make ACT! Work Better.

Index.


Author Information
Karen S. Fredricks began her life rather non-technically growing up in Kenya. She attended high school in Beirut, Lebanon, where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has been an ardent Gator fan ever since. In addition to undergraduate studies in English and accounting, Karen has a Master’s degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC during its inception in the early ‘80s and has worked as a full-time computer consultant and trainer ever since.
Karen is an ACT! Certified Consultant, an ACT! Premier Trainer, a Microsoft Office User Specialist, and a QuickBooks Pro Certified Advisor. She is the author of both the ACT! 6 For Dummies and ACT! 2005 For Dummies books, many copywrited training manuals, and the editor of ACT! Extra, a monthly newsletter. She is a frequent guest on the several syndicated radio talk shows and has frequent public speaking engagements. A true ACT! FanACTic, she founded the ACT! Users Group of South Florida and served as the official host for the ACT! 6 Launch Tour in Florida.


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