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 the way the newest model of this fascinating software program permits you to organize a database that’s good for you for you to concentrate on your corporation and occupation development whereas additionally saving time and money.With this enjoyable and pleasant consultant in hand, you’ll become aware of how ACT! organizes client info in a single position, thoroughly stocks purchaser details among workgroups, and offers you with forecast instruments, reviews, and a touch database. even if you’re new to the gains of ACT! otherwise you are acquainted with 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 purchaser relationships and activities.Author and full-time ACT! qualified advisor and ACT! best coach Karen Fredricks walks you thru initiatives such as:Setting up the touch databaseAdding a number of contacts to a bunch and including contacts to a companyChanging contact-level protection 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 website that incorporates all of the updates for the 2008 model of ACT! You’ll be surprised by way of simply how speedy you’ll be ready to arrange a database and get it to behave for you.
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Additional resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))
All the tabs are dependent on the layout that you’re currently using. If you switch layouts, your tabs change as well. Some of the ACT! add-on products place new tabs to your ACT! screen. For example, the ACT! QuickBooks link draws information from QuickBooks and plops it into a brand new tab called QuickBooks. Getting Help When You Need It In addition to the information that I provide in this book, ACT! 2008 comes with a very good — and quite extensive — online Help system that supplies step-by-step instructions for just about any ACT!
A quick way to familiarize yourself with ACT! is to click each and every one of the menu items. You might see something that piques your interest. You might click the Schedule menu and notice the Activity Series option. Hopefully, curiosity overcomes you, and you have an overwhelming desire to find out more about that feature. Or you might notice the Sort choice listed in the Edit menu and think hmmm, maybe I can sort my database in a different order than alphabetically by company. Many times, you’ll find that you can accomplish a task in a variety of ways.
Or you might notice the Sort choice listed in the Edit menu and think hmmm, maybe I can sort my database in a different order than alphabetically by company. Many times, you’ll find that you can accomplish a task in a variety of ways. If you’re a keyboard shortcut aficionado, you’ll find the most frequently used shortcuts in the front cover of this book. You can also glean these shortcuts from the menus. In Figure 2-4, you see that the shortcut appears to the right of each menu item. In addition, notice that an icon appears to the left of some of the menu items; this means that you’ll find that corresponding icon somewhere on the icon bar if you prefer to click instead of using the menus or keyboard shortcuts.
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks