ACT! 2000:
Advanced

Topic-Level Outline

Days: 1

Prerequisites: ACT! 2000: Basic

Unit 1 : Working with queries and reports

Topic A: 0 Creating queries

A-1: Creating a query

A-2: Adding criteria to an existing query

Topic B: 0 Creating advanced queries

B-1: Creating an advanced query

B-2: Modifying the Lookup menu

Topic C: 0 Handling reports

C-1: Creating a report

C-2: Creating a custom report template

C-3: Executing a custom report template

Unit 2 : Using Mail Merge and templates

Topic A: 0 Using Mail Merge

A-1: Creating a Mail Merge template

A-2: Creating letters using Mail Merge

A-3: Creating mailing labels and envelopes

Topic B: 0 Using templates

B-1: Adding a custom template to the Write menu

B-2: Deleting a custom template from the Write menu

Unit 3 : Exchanging and synchronizing data

Topic A: 0 Exchanging data

A-1: Importing data from an ACT! database

A-2: Importing data from a text file

A-3: Exporting data into another ACT! database

A-4: Exporting data into a text file

Topic B: 0 Synchronizing databases

B-1: Synchronizing a database

B-2: Understanding data synchronization with hand-held devices

B-3: Observing changes after synchronization

Unit 4 : Customizing ACT!

Topic A: 0 Working with settings

A-1: Changing startup settings

A-2: Observing General Preferences

Topic B: 0 Modifying fields

B-1: Customizing field names

B-2: Adding drop-down lists to fields

Topic C: 0 Modifying layouts

C-1: Creating a field

C-2: Adding a field to a layout

C-3: Removing a field from a layout

C-4: Adding a tab to a layout

C-5: Modifying a tab in the layout

Topic D: 0 Customizing menus and keyboard shortcuts

D-1: Creating a custom menu

D-2: Removing a custom menu

D-3: Creating a keyboard shortcut

Unit 5 : Administering ACT!

Topic A: 0 Securing data

A-1: Setting a password for a database

A-2: Removing a password

A-3: Adding a user to a database

A-4: Removing a user from a database

Topic B: 0 Database maintenance

B-1: Creating a backup of an ACT! database

B-2: Removing unwanted contact information

B-3: Scanning for duplicate records

Unit 6 : Accessing the Web from ACT!

Topic A: 0 Working with links

A-1: Using an existing link

A-2: Creating an Internet link

A-3: Deleting an Internet link