ACT! 2000:
Basic

Topic-Level Outline

Days: 1

Prerequisites: Windows 98: Introduction or equivalent experience

Unit 1 : Introducing ACT! 2000

Topic A: 0 Starting ACT! 2000

A-1: Starting ACT! 2000

Topic B: 0 Exploring a contact database

B-1: Opening a contact database

B-2: Examining the Contacts window

B-3: Navigating within a database

B-4: Observing the database in different layouts

Topic C: 0 Using Help in ACT! 2000

C-1: Using the Contents tab

C-2: Using the Index tab

C-3: Using the Find tab

Unit 2 : Maintaining a contact database

Topic A: 0 Creating a new database

A-1: Creating a contact database

A-2: Adding a contact record

Topic B: 0 Editing a contact database

B-1: Editing a contact record

B-2: Editing a drop-down list

B-3: Deleting a contact record

B-4: Printing an address book for contacts

Unit 3 : Finding contacts

Topic A: 0 Viewing contacts in the Contact List window

A-1: Viewing records in the Contact List window

A-2: Editing a record in the Contact List window

Topic B: 0 Searching for contacts

B-1: Looking up a record in the Contacts window

B-2: Looking up records in the Contact List window

B-3: Using keywords to lookup contacts

B-4: Using multiple criteria to find contacts

Topic C: 0 Sorting contacts

C-1: Sorting records based on a criterion

C-2: Sorting records based on multiple criteria

Unit 4 : Grouping contacts

Topic A: 0 Viewing group information

A-1: Viewing contacts in a group

Topic B: 0 Creating new groups

B-1: Creating a group

B-2: Adding contacts to a group

B-3: Adding a subgroup to a group

B-4: Adding a new contact to a group

B-5: Locating a group

Topic C: 0 Managing groups

C-1: Adding a note for a group

C-2: Attaching a file to a group record

C-3: Deleting a group

Unit 5 : Managing activities

Topic A: 0 Scheduling activities

A-1: Scheduling an activity in the Contacts window

A-2: Rescheduling an activity

A-3: Scheduling a recurring activity

Topic B: 0 Managing activities

B-1: Modifying an activity

B-2: Clearing an activity

B-3: Maintaining history of a cleared activity

Topic C: 0 Creating a sales opportunity

C-1: Creating a sales opportunity

C-2: Changing a sales opportunity

C-3: Closing a sales opportunity

Unit 6 : Working with other ACT! Windows

Topic A: 0 Using calendar windows

A-1: Navigating between calendar windows

A-2: Scheduling an activity in the Calendar window

A-3: Setting scheduling preferences in the Calendar window

A-4: Printing a calendar

Topic B: 0 Working in the Task List window

B-1: Scheduling an activity in the Task List window

B-2: Rescheduling an activity

B-3: Clearing an activity

Topic C: 0 Managing activities by using SideACT!

C-1: Examining the SideACT! window

C-2: Adding information to SideACT!

C-3: Changing the order of an activity

C-4: Moving items from SideACT! to ACT!

C-5: Deleting items from SideACT!

Unit 7 : Creating documents using the ACT! word processor

Topic A: 0 Creating documents

A-1: Creating and saving a letter using the word processor

A-2: Navigating in the document

Topic B: 0 Editing documents

B-1: Inserting and deleting text in a document

B-2: Using the Find and Replace command to edit a document

Topic C: 0 Formatting documents

C-1: Formatting text in a document

C-2: Aligning text in a document

C-3: Indenting a paragraph

Topic D: 0 Formatting page layouts and printing documents

D-1: Inserting a page break in a document

D-2: Creating a header and footer in a document

D-3: Printing a document