Published on March 9, 2009
By Mike Lazarus GL Computing Feb 2009
Understand using basic ACT! functions At least be familiar with these videos: http://blog.glcomputing.com.au/2009/02/free-act-by-sage-video-training.html This course assumes users are familiar with ACT!
11.0 and 11.1 New features in ACT! 2009 11.1 Standard, Premium Ex and Premium St
Chapter 1 of the document at: http://glcomputing.blogspot.com/2009/01/iis-installation-and-lockdown-with.html To properly troubleshoot installation, networking , sync and web issues, it’s important to understand these concepts and terms.
System Requirements Common errors .Net versions for ACT! Upgrading SQL Editions for ACT! Uninstall Normal Installation Check List Uninstaller.exe Install – Single PC Manual uninstall Install – LAN Shared Install – Citrix / TS Install – Silent
Sharing Defining Users ACT! Database Files User Roles Backing up with ACT! Limited Access Backing up Other Teams Restoring Passwords Moving a Database Preferences Deleting a database ACT! Update Copy/Move fields ACT! Scheduler XML ACTDIAG Log files – ACT! Log files – Windows
Outlook Setting up address books Recording History Outlook Rules Calendar sync Internet Mail Outlook Express SwiftPage and MergeMaster!
Convert from 7-10 Convert Vs Import Convert from 3-6 Importing from ACT! Convert from 1-2 Importing from CSV Convert from DOS itImport – Advanced Standard or Custom Supplemental Files
Lookups Vs Sorting Last Synchronised Simple Lookups Queries Lookup Other Advanced Keyword Search Groups Contact Access Companies Annual Events Opportunities Contact Activity Previous
Setup database Supplemental Files Setup users Deploying RDBs Sync options Re-cutting RDBs Sync methods Re-creating damaged Publisher from a good What data is sent Subscriber Basic setup Change location of P Ports or S without breaking Schema sync Expiration
Access controls Documents Groups and Excel and Word Companies Company Membership
Defining Fields Menus and Toolbars Extended Data Activity Types Layouts Activity Series Field Security
Word Mail Merge History
General Features Processes and Products List and lookups History Quotes Forecasting Export to Excel
ACT! Report Writer Contact List to Excel Printing Options OLE/DB Running reports ODBC and ActReader Customising Reports
Security Components Configuration Designer
Supported Servers Supported Browsers Differences to Premium for Windows Installation Virtual folders – security and ports
Troubleshooting Database issues Where to get support Knowledge base – tricks to search Community Site – Blogs and public areas LinkedIN ACT! Fanatics – Sage staff, CCs and users GL Computing Blog – all sorts of info GL Computing Twitter – quick useful updates ACC News Groups – only for certified consultants Outlook, RSS, NNTP and Windows Desktop Search – the extra knowledge base
Free Add-ons Handheld Contact Context Web Browser itImport Middle Pane itExport Doc Tab Preview itTables Addon Manager itDial Dashboard Extras SwiftPage MergeMaster! AccountsMaster!
For More information, contact: GL Computing Mike Lazarus
Videos & Training. See Act! in action. Watch feature videos and access extensive training libraries. Troubleshooting. Experiencing an issue with Act!?
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