ACT! 2007: Level 2

Overview

In the first course in this series, ACT! 2007 Level 1, you gained the basic skills required to organize contact information in a database. In addition to organizing and working with data, you might also want to search and retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.

Course Objectives

You will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.

Prerequisites

To ensure your success, it is required that you have basic PC skills and an understanding of Windows

Target Student:

This course is intended for corporate users, small business owners, government, medical, education, and non-profit entities.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

personalize your email.

organize Outlook items.

manage Outlook data files.

work with contacts.

save and archive email messages.

create a custom form.

work offline and remotely.

Platform Requirements

Microsoft Windows XP (Service Pack 2), XP Professional (Service Pack 2), 2000, or 2000 Professional (Service Pack 4).

Hardware Requirements

Minimum 600 MHz Pentium III (or equivalent) processor.
Minimum 512 MB RAM.
Minimum 1000 MB of available hard disk space.
A CD-ROM drive.
SVGA (800x600) or higher resolution monitor.
A working Internet connection.

Pocket PC Requirements (for an optional activity)

Pocket PC 2000/2002/Phone Edition (Windows CE 3.0).
Minimum 133 MHz or higher processor.
Minimum 16 MB or higher memory.
Minimum 500K free memory plus 1K for each contact.

Software Requirements

ACT! 2007.
Adobe® Reader® 5.0 or later version.
Microsoft Outlook Express 5.5/6.0.
Microsoft Outlook® 2000/2002/2003.
Lotus Notes® 6.5 or a later version.
Microsoft Internet Explorer 5.5 or later version.
Microsoft ActiveSync® versions 3.5 – 4.2 (for an optional activity).

Delivery Method:

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities

Course duration

1 Day(s)

Course outline

Lesson 1: Creating Queries

Topic 1A: Perform a Lookup

Topic 1B: Create Advanced Queries

Lesson 2: Exchanging Data

Topic 2A: Import Data
Topic 2B: Export Data
Topic 2C: Exchange Data Using the ACT! Link for Pocket PC Wizard
Topic 2D: Synchronize Data

Lesson 3: Customizing the ACT! 2007 Environment

Topic 3A: Specify Startup Preferences
Topic 3B: Customize Fields in a Database
Topic 3C: Customize Layouts
Topic 3D: Modify Menus and Keyboard Shortcuts

Lesson 4: Working with Templates and Mail Merge

Topic 4A: Create a Mail Merge Template
Topic 4B: Generate Form Letters
Topic 4C: Add Templates to the Write Menu

Lesson 5: Customizing Report Templates

Topic 5A: Modify the Report Template
Topic 5B: Use a Custom Report Template

Lesson 6: Administrating the ACT! 2007 Database

Topic 6A: Manage Data Security
Topic 6B: Perform Database Maintenance

Lesson 7: Using the Internet and Email Features of ACT! 2007

Topic 7A: Use Web Page Attachments
Topic 7B: Generate Maps and Driving Directions
Topic 7C: Integrate ACT! 2007 with Email Programs