New users of the ACT Contact Management system

What is a Contact Management Database?

• Contacts
• Activities
• History Notes
• Calendar
• Sales Opportunities
• Mail-merging and form letters
• E-mail, fax etc

  Overview of the Components in ACT!

• Contacts
• Contact List
• Groups
• Calendar Daily, Weekly, Monthly
• Identifying Key Information for each Contact

  Using an existing Database

• Inserting information
• Insert new contact information
• Duplicate contacts
• Using drop down lists
• Multiple items in drop down lists
• Modify drop down lists
• Specifying contact names and salutations
  

  Additional Information

• User fields
• Phone numbers and home address
• Associated contacts
• Status information
• Notes
• Attached files
• Sorting & Finding Contact

  Creating Lookups by Selecting Contacts

• Using single search criterion
• Using Keywords
• By example
• Queries

  Working with Contacts

• Changing Records
• Swapping & Copying Contact Information between fields
• Deleting a contact or current lookup
• Printing contact or group information
• Address Books

  Groups & Sub-Groups

• Importance of Groups
• Creating & Deleting Groups & Sub Groups
• Adding Members
• Creating and running a rule
• Group status Information
• Group Notes, Histories & Attachments

  Activities

• Scheduling activities from a contact or the calendar
• The schedule activity dialog box
• Scheduling Recurring Activities
• Activity Series
• Viewing & Printing Calendars

  Reports & Mail Merging

• Printing standard reports
• Writing letters & documents to single contacts
• Mail merging documents
• Creating & Editing templates