Download ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks PDF

By Karen S. Fredricks

Are you prepared to harvest the advantages of the bestselling touch courting supervisor (CRM) software program out there this present day? good, then—get into the act with ACT! 2008 and learn how the most recent model of this fascinating software program lets you manage a database that’s best for you that you can specialise in your online business and occupation development whereas additionally saving time and money.With this enjoyable and pleasant advisor in hand, you’ll realize how ACT! organizes buyer info in a single position, effectively stocks purchaser details among workgroups, and gives you with forecast instruments, studies, and a touch database. no matter if you’re new to the gains of ACT! otherwise you are conversant in the fundamentals yet haven't but positioned to exploit 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 strategy to arrange your patron relationships and activities.Author and full-time ACT! qualified advisor and ACT! most suitable coach Karen Fredricks walks you thru initiatives such as:Setting up the touch databaseAdding a number of contacts to a gaggle and including contacts to a companyChanging contact-level safeguard accessScheduling activitiesUsing the fundamental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! by way of Sage For Dummies, ninth version additionally boasts a better half site that incorporates the entire updates for the 2008 model of ACT! You’ll be surprised through simply how speedy you’ll be capable of organize a database and get it to behave for you.

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Extra resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))

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You’re working in. And, like your Internet browser, the Back and Forward bar has handy-dandy left- and right-pointing arrows that allow you to return to the previous window you were viewing. , you land in the Contact Detail window, which allows you to see information about one specific contact. You can use the Contact Detail window to enter, modify, and view information about your contacts. Each contact record displays as a single page that’s divided into a top and bottom half: ߜ The top half of the screen contains generic fields, such as name, business address, and phone number, that are probably used by just about all ACT!

If you already set your preferences (see the upcoming section, “Giving ACT! the Preferential Treatment”), you can create a new, blank database by simply doing the following: 1. Choose File➪New Database from any of the ACT! views. The New Database dialog box appears. By coincidence, it is identical to the New Database screen of the Getting Started Wizard (refer to Figure 3-1). 2. Fill in the database name, location, user name, indicate whether the database will be shared, and (optionally) add a password; then click OK.

If you already set your preferences (see the upcoming section, “Giving ACT! the Preferential Treatment”), you can create a new, blank database by simply doing the following: 1. Choose File➪New Database from any of the ACT! views. The New Database dialog box appears. By coincidence, it is identical to the New Database screen of the Getting Started Wizard (refer to Figure 3-1). 2. Fill in the database name, location, user name, indicate whether the database will be shared, and (optionally) add a password; then click OK.

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