By Karen S. Fredricks
Are you prepared to harvest some great benefits of the bestselling touch courting supervisor (CRM) software program out there at the present time? good, then—get into the act with ACT! 2008 and learn the way the newest model of this intriguing software program helps you to organize a database that’s good for you that you can specialize in your small business and profession development whereas additionally saving time and money.With this enjoyable and pleasant consultant in hand, you’ll realize how ACT! organizes client info in a single position, properly stocks client information among workgroups, and offers you with forecast instruments, studies, and a touch database. no matter if you’re new to the positive aspects of ACT! otherwise you are acquainted with the fundamentals yet haven't but positioned to take advantage of ACT!’s extra complex talents, this nuts-and-bolts reference has been up-to-date and revised to ensure that you're on top of things at the most productive method to arrange your consumer relationships and activities.Author and full-time ACT! qualified advisor and ACT! finest coach Karen Fredricks walks you thru projects such as:Setting up the touch databaseAdding a number of contacts to a bunch and including contacts to a companyChanging contact-level safety accessScheduling activitiesUsing the elemental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! via Sage For Dummies, ninth variation additionally boasts a better half website that incorporates all of the updates for the 2008 model of ACT! You’ll be surprised by means of simply how quick you’ll manage to organize a database and get it to behave for you.
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Additional resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))
Hopefully, curiosity overcomes you, and you have an overwhelming desire to find out more about that feature. Or you might notice the Sort choice listed in the Edit menu and think hmmm, maybe I can sort my database in a different order than alphabetically by company. Many times, you’ll find that you can accomplish a task in a variety of ways. If you’re a keyboard shortcut aficionado, you’ll find the most frequently used shortcuts in the front cover of this book. You can also glean these shortcuts from the menus.
Purchase ACT! ’s Contact Access feature in Chapter 16. ߜ Password-protect your database; I discuss this option throughout the rest of this section. Setting a password Both the database Administrator and the individual database user can set a password for the user. The theory for this is that the individual can pick a password that has some meaning to him — and so, hopefully, he doesn’t forget it. If a user does forget his password, however, the Administrator can reset it; you can see how to do that in Chapter 16.
Where you prefer to have them saved. A few of the preference settings might not be available to you if you’re not the database Administrator; for example, you can’t change the history or duplicate checking options that appear on the General tab of the ACT! preferences. , including all list views, tabs, and calendars. However, there isn’t a global color setting; you must set the colors and fonts for each item separately in the Colors & Fonts tab. You might want to make sure that the colors you pick for the text and background colors result in a legible combination.
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks