Course Description

In the first course in this series, ACT! 2007 Level 1, you gained the basic skills required to organize contact information in a database. In addition to organizing and working with data, you might also want to search and retrieve specific information about your contacts, send email to them, and also maintain information without any data loss. In this course, you will query and exchange data, customize the ACT! 2007 environment to work with templates, administer ACT!, and use its Internet features.

Course Content

Lesson 1: Creating Queries

Topic 1A: Perform a Lookup

Topic 1B: Create Advanced Queries

Lesson 2: Exchanging Data

Topic 2A: Import Data

Topic 2B: Export Data

Topic 2C: Exchange Data Using the ACT! Link for Pocket PC Wizard

Topic 2D: Synchronize Data

Lesson 3: Customizing the ACT! 2007 Environment

Topic 3A: Specify Startup Preferences Topic 3B: Customize Fields in a Database

Topic 3C: Customize Layouts

Topic 3D: Modify Menus and Keyboard Shortcuts

Lesson 4: Working with Templates and Mail Merge

Topic 4A: Create a Mail Merge Template

Topic 4B: Generate Form Letters

Topic 4C: Add Templates to the Write Menu

Lesson 5: Customizing Report Templates

Topic 5A: Modify the Report Template

Topic 5B: Use a Custom Report Template

Lesson 6: Administrating the ACT! 2007 Database

Topic 6A: Manage Data Security

Topic 6B: Perform Database Maintenance

Lesson 7: Using the Internet and Email Features of ACT! 2007

Topic 7A: Use Web Page Attachments

Topic 7B: Generate Maps and Driving Directions

Topic 7C: Integrate ACT! 2007 with Email Programs