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ACT! 2011 Administrators Course

  • Price £395.00
  • Duration 2 day(s)
All major credit cards accepted

Description

This is a more advanced course to help you maximise your knowledge and use of ACT! It will help you master everything you need to know about creating a new database and users, customising fields and layouts.

Prerequisites

None

Skills

See Course Content

Course Content

What will I learn by the end of this course?

Know how to create a new database, create and delete users and manage user passwords
Understand how to customise database fields, including modifying existing fields or setting up new ones, creating drop down lists and using field security
Know how to use the Layout Designer to amend existing layouts and create new tabs
Be able to customise menus, toolbars and the Navbar, including adding/removing icons and menu items
Understand how to customise Smart tasks
Become familiar with and customise ACT! Dashboards
Know how to setup and use the Sage Accounting Integration, including importing and creating Sage Accounts records
Understand how to Import Sage Accounts products into ACT! and converting opportunities to sales orders / invoices
Be able to export from one ACT! Database to another ACT! Database
Know how to deal with duplicate records and make global changes
Understand how to use Database Maintenance including taking a backup.
Be able to import and export data from Microsoft® Excel

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