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ACT! 2000 Fast and Easy Book

ACT! 2000 Fast and Easy
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ACT! 2000 Fast and Easy, ACT! Fast & Easy provides the visual learner with a fast, easy way to learn ACT! Step-by-step, screen-by-screen. this book provides precise guidance newer users need. The award-winning software is explained in a no-nonsense way, including cool new f, ACT! 2000 Fast and Easy
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  • ACT! 2000 Fast and Easy
  • Written by author Richard Cravens
  • Published by Prima Tech, 1999/10/01
  • "ACT! Fast & Easy" provides the visual learner with a fast, easy way to learn ACT! Step-by-step, screen-by-screen. this book provides precise guidance newer users need. The award-winning software is explained in a no-nonsense way, including cool new f
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Introduction
Part I: Getting Started with ACT!
Chapter 1: Designing Your Contact Database
Creating a New Database File
Designing Database Screens with the Layout Designer
Adding a Field to a Database
Adding Fields to a Layout
Adjusting the Location and Size of Your Field
Removing a Database Field
Saving Your Changes
Adding Tabs to a Layout
Changing the Tab Order
Renaming Tabs
Closing the Layout Designer
Creating a New Layout
Changing the Layout Background
Changing Colors and Fonts
Chapter 2: Entering Your Contact Information
Adding a New Contact
Creating a New Contact Record
Entering Contact Information
Customizing the Salutation
Entering an ID/Status Value
Saving Your Contact Record
Customizing Entry Defaults
Editing Entry List Items
Confirming Contact Name Types
Entering Addresses
Using the Last Results Field
Customizing the Contact Salutation
Entering Extended Contact Information
Entering Alternate Contact Information
Entering Information in Other Screens
Chapter 3: Managing Contacts
Finding a Contact
Using Lookup to Find Contacts
Switching Lookup Views
Using Keyword Search
Repeating a Lookup
Using Lookup by Example
Editing a Contact
Deleting a Contact
Printing a Contact
Printing a Contact Entry
Importing Contacts
Importing Other ACT! 2000 Contacts
Converting Contacts from Earlier ACT! Versions
Importing Data from Other Applications
Importing Contact Data from Microsoft Outlook
Chapter 4: Using SideACT!
Running SideACT!
Starting SideACT! from the Start Menu
Starting SideACT! from ACT!
Entering Information into SideACT!
Saving SideACT! Information
Minimizing and Restoring SideACT!
Changing Item Categores
Editing SideACT! Items
Changing Item Order
Marking Completed Items
Finding Items
Printing Items
Deleting Items
Starting a New SideACT! File
Opening an Existing SideACT! File
Placing SideACT! Information into ACT!
Moving an Item into ACT!
Copying an Item into ACT!
Changing ACT! Databases from SideACT!
Part I Review Questions
Part II: Organizing Your Information
Chapter 5: Finding and Grouping Contacts
Creating Contact Groups
Using the ACT! Status Bar
Using Lookup to Find and Organize Contacts
Switching Lookup Views
Creating a Contact Group
Defining Group Members
Using Automatic Group Assignments
Viewing and Editing Group Membership Rules
Running Group Membership Rules Manually
Viewing Group Contact Records
Adding Contacts to a Group
Removing Contacts from a Group
Deleting a Group
Creating a Subgroup
Chapter 6: Scheduling with ACT!
Easy Scheduling with ACT!
Scheduling a To-Do Task
Scheduling a Meeting
Scheduling a Recurring Task
Viewing Scheduled Tasks in Calendar View
Viewing Scheduled Tasks in Task View
Rescheduling a Task
Rescheduling a Task in Task View
Viewing Scheduled Tasks in Calendar View
Rescheduling a Task in Calendar View
Using the Activity Series Wizard
Creating an Activity Series
Automating Task Scheduling Using an Activity Series
Using ACT! with Microsoft Outlook
Adding Outlook Events to ACT!
Removing Outlook Events
Chapter 7: Printing with ACT!
Printing Calendars
Printing Your Daily Calendar
Printing Multiple Daily Calendars
Printing Your Weekly Calendar
Printing Your Monthly Calendar
Printing the Address Book
Printing the Task List
Part II Review Questions
Part III: Communicating with ACT!
Chapter 8: Using ACT! with Correspondence
Writing Memos and Letters
Looking Up Your Contact
Writing a Letter
Using the Spelling Checker
Adding Words to the Dictionary
Printing Your Letter
Printing an Envelope
Printing an Envelope Manually
Previewing an Envelope before Printing
Closing Your Letter
Writing a Memorandum
Using Templates
Editing a Template
Previewing Your Template
Creating Form Letters for Mail Merges
Creating the Form Letter
Printing Form Letters for Mail Merges
Previewing and Printing the Mail Merge
Printing Envelopes or Labels for Mail Merges
Chapter 9: Using ACT! with the Telephone
Making Calls
Dialing a Phone Number
Starting the Timer
Using Record History
Scheduling a Follow Up Activity
Timing Calls Manually
Scheduling Calls with ACT!
Responding to Call Alarms
Viewing Scheduled Calls
Setting Recurring Calls
Answering Calls
Getting a Caller Record
Making Call Notes
Logging Incoming Calls
Viewing Your Call History
Using Caller ID
Chapter 10: Using ACT! for Faxing
Configuring ACT! for Faxing
Sending Faxes
Faxing a Letter
Creating a Fax Cover Page for Your Fax Machine
Creating a Quick, Single-Page Fax
Faxing Calendar Pages
Faxing a Report
Faxing a Form Letter
Chapter 11: Sharing ACT! with Others
Sharing Your Contacts
Adding Users to Your Database
Deleting Users from Your Database
Sharing Your Calendar
Scheduling Activites for Others
Using Activity Colors
Scheduling Group Meetings
Viewing Other Users' Calendars
Chapter 12: Using ACT! with the Internet
Using ACT! with E-mail
Entering Your E-mail Address
Editing Your E-mail Address
Entering a Contact's E-mail Address
Editing a Contact's E-mail Address
Using the E-mail View
Reading Incoming E-mail
Sending a New E-mail Message
Sending an E-mail Message from Contact View
Attaching a File to an E-mail Message
Attaching Contacts to an E-mail Message
Attaching Groups to an E-mail Message
Using HTML in E-mail
Using E-mail for Mail Merge
Using ACT! with the World Wide Web
Entering a Contact Web Address
Browsing the Web from ACT!
Internet Links
Part III Review Questions
Part IV: Advanced ACT! Features
Chapter 13: Automating ACT! with Macros and Report Templates
Creating Macros
Running Your Macro
Deleting a Macro
Designing and Customizing Reports
Using Report Filter Options
Creating Report Templates
Saving Your Report Template
Defining Report Sections
Editing Report Objects
Editing a Report Text Object
Adding a Custom Field to the Report
Moving a Report Object
Adding a Custom Report to the Menu
Chapter 14: Using ACT! Standard Reports and Sales Tools
Using Preformatted Reports
Using ACT! 2000 Sales Management Features
Tracking Sales Performance
Creating Group Reports
Chapter 15: Maintaining ACT!
Backing Up Your Data
Synchronizing Contact Databases
Using LiveUpdate
Using Password Protection
Part IV Review Questions
Glossary
Index

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