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By Mike Lazarus
 GL Computing
   Feb 2009
Understand using basic ACT! functions

    At least be familiar with these videos:
    http://blog.glcomputing.com.au/200...
11.0 and 11.1


    New features in ACT! 2009 11.1


    Standard, Premium Ex and Premium St

Chapter 1 of the document at:

    http://glcomputing.blogspot.com/2009/01/iis-installation-and-lockdown-with.html

    T...
System Requirements           Common errors
                             

    .Net versions for ACT!        Upgrading
...
Sharing                    Defining Users
                          

    ACT! Database Files        User Roles
       ...
Outlook

        Setting up address books
    
        Recording History
    
        Outlook Rules
    
        Calen...
Convert from 7-10        Convert Vs Import
                        

    Convert from 3-6         Importing from ACT!
 ...
Lookups Vs Sorting       Last Synchronised
                        

    Simple Lookups           Queries
             ...
Setup database          Supplemental Files
                       

    Setup users             Deploying RDBs
        ...
Access controls       Documents
                     

    Groups and            Excel and Word
                     
...
Defining Fields       Menus and Toolbars
                     

    Extended Data         Activity Types
              ...
Word


    Mail Merge


    History

General Features


    Processes and

    Products
    List and lookups


    History


    Quotes


    Forecasting
...
ACT! Report Writer        Contact List to Excel
                         

    Printing Options          OLE/DB
       ...
Security


    Components


    Configuration


    Designer

Supported Servers


    Supported Browsers


    Differences to Premium for Windows


    Installation


    Virtual f...
Troubleshooting


    Database issues


    Where to get support

      Knowledge base – tricks to search
    
     C...
Free Add-ons                Handheld Contact
                           

      Context Web Browser       itImport
    ...
For More information, contact:

       GL Computing
       Mike Lazarus
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Act! Technical Training

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Advanced technical training for support of ACT! by Sage

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Act! Technical Training

  1. 1. By Mike Lazarus GL Computing Feb 2009
  2. 2. Understand using basic ACT! functions  At least be familiar with these videos: http://blog.glcomputing.com.au/2009/02/free-act-by-sage-video-training.html This course assumes users are familiar with ACT!
  3. 3. 11.0 and 11.1  New features in ACT! 2009 11.1  Standard, Premium Ex and Premium St 
  4. 4. Chapter 1 of the document at:  http://glcomputing.blogspot.com/2009/01/iis-installation-and-lockdown-with.html To properly troubleshoot installation, networking , sync and web issues, it’s important to understand these concepts and terms.
  5. 5. System Requirements Common errors   .Net versions for ACT! Upgrading   SQL Editions for ACT! Uninstall   Normal Installation Check List   Uninstaller.exe Install – Single PC   Manual uninstall  Install – LAN Shared  Install – Citrix / TS  Install – Silent 
  6. 6. Sharing Defining Users   ACT! Database Files User Roles   Backing up with ACT! Limited Access   Backing up Other Teams   Restoring Passwords   Moving a Database Preferences   Deleting a database ACT! Update   Copy/Move fields ACT! Scheduler   XML ACTDIAG   Log files – ACT!  Log files – Windows 
  7. 7. Outlook  Setting up address books  Recording History  Outlook Rules  Calendar sync  Internet Mail  Outlook Express  SwiftPage and MergeMaster! 
  8. 8. Convert from 7-10 Convert Vs Import   Convert from 3-6 Importing from ACT!   Convert from 1-2 Importing from CSV   Convert from DOS itImport – Advanced   Standard or Custom  Supplemental Files 
  9. 9. Lookups Vs Sorting Last Synchronised   Simple Lookups Queries   Lookup Other Advanced   Keyword Search Groups   Contact Access Companies   Annual Events Opportunities   Contact Activity  Previous 
  10. 10. Setup database Supplemental Files   Setup users Deploying RDBs   Sync options Re-cutting RDBs   Sync methods Re-creating damaged   Publisher from a good What data is sent  Subscriber Basic setup  Change location of P  Ports  or S without breaking Schema  sync Expiration 
  11. 11. Access controls Documents   Groups and Excel and Word   Companies Company  Membership
  12. 12. Defining Fields Menus and Toolbars   Extended Data Activity Types   Layouts Activity Series   Field Security 
  13. 13. Word  Mail Merge  History 
  14. 14. General Features  Processes and  Products List and lookups  History  Quotes  Forecasting  Export to Excel 
  15. 15. ACT! Report Writer Contact List to Excel   Printing Options OLE/DB   Running reports ODBC and ActReader   Customising Reports 
  16. 16. Security  Components  Configuration  Designer 
  17. 17. Supported Servers  Supported Browsers  Differences to Premium for Windows  Installation  Virtual folders – security and ports 
  18. 18. Troubleshooting  Database issues  Where to get support  Knowledge base – tricks to search   Community Site – Blogs and public areas  LinkedIN ACT! Fanatics – Sage staff, CCs and users  GL Computing Blog – all sorts of info  GL Computing Twitter – quick useful updates  ACC News Groups – only for certified consultants  Outlook, RSS, NNTP and Windows Desktop Search – the extra knowledge base
  19. 19. Free Add-ons Handheld Contact   Context Web Browser itImport    Middle Pane itExport   Doc Tab Preview itTables   Addon Manager itDial   Dashboard Extras SwiftPage  MergeMaster!  AccountsMaster! 
  20. 20. For More information, contact: GL Computing Mike Lazarus

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