Act! Technical Training

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Information about Act! Technical Training

Published on March 9, 2009

Author: GLComputing

Source: slideshare.net

Description

Advanced technical training for support of ACT! by Sage

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

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