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ACT! 6.0: Level 1
Course Number: ET76727
Category: Business & Office Applications
Duration: 1.00 day
Description

ACT! 6.0: Level 1 is a hands-on course that will introduce you to the basics of ACT! 6.0.

Prerequisites

We designed ACT! 6.0: Level 1 for the student who is completely new to personal information managers and needs to learn the basics about ACT! 6.0.

Objectives

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

  • Open an existing database and become familiar with the ACT! 6.0 environment.
  • Enter contacts into a database by creating and editing a database.
  • Locate contact records by using the Lookup feature and the Contact List window.
  • Organize and manage contact records by creating groups.
  • Schedule and manage activities by using the Activities tab.
  • Schedule and manage activities by using the calendar windows and the Task List window.
  • Create, edit, and format a document by using the ACT! word processor.
Outline
  • Overview of ACT! 6.0
    • ACT! 6.0: An Overview
    • Viewing and Editing Contact Database Records
  • Creating a Contact Database
    • Creating a Contact Database
    • Editing a Contact Database
    • Printing an Address Book
  • Locating Contacts
    • Finding Contacts
    • Viewing Contacts
    • Sorting Contacts
  • Organizing Contacts
    • Categorizing Contacts
    • Grouping Contacts
    • Managing Contact Groups
  • Working with Calendars and Activities
    • Working with Calendar Views
    • Scheduling Activities
    • Working in Task List View
    • Managing Activities
  • Organizing Sales Opportunities and Contact Activity
    • Creating Sales Opportunities
    • Looking Up Contact Activity
    • Looking Up Annual Events
    • Using SideACT! to Manage Notes and Activities
  • Creating Word Processor Documents
    • Creating a Letter
    • Formatting Documents
    • Viewing Other Templates
    • Working with the Library Tab