Description
Contact management software (CRM) like ACT! are extremely valuable tools that can save you time and money. ACT! is easy to set up and takes little time to create a database, however, it is also a little bit more complex to understand than ordinary software.ACT! 2006 For Dummies is the friendly new guide to the latest version of ACT! This straightforward, plain-English book shows you the fun and easy way to consolidate, view, and edit all contacts from your company and your life. Providing you with a general overview of ACT! and the basics, you will have the tools you need to:
* Add, duplicate, and delete contacts
* Remodel and customize lists and tabs
* Perform contact searches
* Work with ACT! notes and histories
* Schedule your activities
* Share, design, and merge your reports
* Create contact fields
* Customize your layout
* Maintain and back up databases
* Administer your database
* Integrate ACT! with Microsoft
* Take advantage of exciting opportunities
* Work with ACT! Premium on the Web
Packed with both ACT! 2006 and ACT! Premium features for the Web as well as tips for making ACT! work better for you, this is the ultimate reference to cleaning up your ACT and reaching your life and business’ full potential!
CONTENTS:
Introduction.
Part I: The Opening ACT!
Chapter 1: An Overview of ACT!
Chapter 2: The Various Faces of ACT!
Chapter 3: Getting Your ACT! Together.
Part II: Putting the ACT! Database to Work.
Chapter 4: Making Contact(s).
Chapter 5: A Few Good Tabs and Lists.
Chapter 6: The ACT! Lookup: Searching for Your Contacts.
Chapter 7: Stamping Out the Sticky Note.
Chapter 8: Playing the Dating Game.
Part III: Sharing Your Information with Others.
Chapter 9: Using the Basic ACT! Reports.
Chapter 10: Designing Your Own Reports.
Chapter 11: Merging Your Information into a Document.
Chapter 12: ACT! E-Mail.
Part IV: Advanced ACT!ing.
Chapter 13: Creating Contact Fields.
Chapter 14: Customizing Layouts.
Chapter 15: Zen and the Art of Database Maintenance.
Chapter 16: Administering to Your Database.
Chapter 17: ACT!ing with Synchronizations.
Part V: Commonly Overlooked ACT! Features.
Chapter 18: Integrating ACT! with Microsoft.
Chapter 19: ACT!ing on Your Opportunities.
Chapter 20: Grouping Your Contacts.
Chapter 21: Joining a Company.
Chapter 22: Working with ACT! Premium for Web.
Part VI: The Part of Tens.
Chapter 23: Ten Reasons to Use ACT! Premium for Web.
Chapter 24: Ten Tips to Make ACT! Work Better.
Index.
Published
Dec 2005
Publisher
WILEY
ISBN
9780471774549
Pages
394




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