Fredricks Karen S. ACT! 2007 For Dummies

Wiley Publishing, 2008. — 411 p. — (For Dummies). — ISBN: 0470055146.ACT! 2007 is a contact relationship manager (CRM) software. If you’re using ACT! 2007 in your business, you’ll appreciate these keyboard shortcuts for common tasks. After you organize your customer database, you can decide how to share and manage customer information among ACT! users in your organization.About This BookConventions Used in This Book
What You Should Read
What You Don’t Have to Read
Foolish Assumptions
How This Book Is Organized
The Opening ACT!
Putting the ACT! Database to Work
Sharing Your Information with Others
Advanced ACT!ing
Commonly Overlooked ACT! Features
The Part of Tens
Icons Used in This Book
Where to Go from Here
The Opening ACT!
An Overview of ACT!
What Does ACT! Do?
The Typical ACT! User
A Few Concepts to Get You Started
The Basic ACT! Ground Rules
The Two Versions of ACT! 2007
The Various Faces of ACT!
Locating the Correct Database
The ACT! Login Screen
The Importance of Being My Record
Finding Your Way around in ACT!
The title bar
The record counter
The layout
The menu bar
The toolbar
The Back and Forward bar
The Contact Detail window
The Divider bar
The Navigation bar
The ACT! tabs
Getting Help When You Need It
Getting Your ACT! Together
Creating a New ACT! Database
Working with Passwords
Setting a password
Changing a password
Giving ACT! the Preferential Treatment
General
Colors & Fonts
Calendar & Scheduling
E-mail
Communication
Startup
Customizing the Navigation Bar
Modifying the Icon Bar
Adding items to the toolbar
Tweaking the toolbar icons
Monkeying with the Menus
Ordering additional menu items
Adding a custom command
Putting the ACT! Database to Work
Making Contact(s)
Adding New Contacts
Letting ACT! do the work for you: Automatic formatting
Getting the most out of ACT!: Using the drop-down lists
Deleting Contact Records
Thinking before deleting a contact
Three warnings before deleting a contact
The Contacts, They Are A’Changin’
A Few Good Tabs and Lists
Meeting the Lists and Tabs
Customizing Lists and Tabs
Adding or removing columns
Changing the order and width of columns
Sorting your lists and tabs
Contacting the Contact List
Getting to the Contact List is half the fun
Finding a contact in the Contact List
Tagging contacts in the Contact List
Corralling Your Secondary Contacts
Adding a secondary contact
Deleting a secondary contact
Promoting a secondary contact
Documenting Your Documents
Adding a document
Opening a document
Removing a document
Changing the Sort Order
The ACT! Lookup: Searching for Your Contacts
ACT! Is Looking Up
Performing Basic Lookups
Searching Your Groups, Companies, and Opportunities
Grappling with your groups
Calling all companies
Ogling your opportunities
Performing Special ACT! Lookups
Searching by keyword
Annual event lookups
Searching by contact activity
Creating Advanced Queries
Looking up by example
The Advanced Query
Stamping Out the Sticky Note
Getting to Know ACT! Notes
Adding a note
Working with notes
Discovering ACT! Histories
Creating field histories
Clearing activity histories
Manually recording a history
Working with Your Notes and Histories
Chapter 8: Playing the Dating Game
Scheduling Your Activities
Working with the ACT! Calendar
The mini-calendar
The Recap List
Using the Task List
Creating a lookup from the Task List
Printing the Task List
Exploring Activities
Viewing the Activities tab
Editing your activities
Clearing activities
Creating an Activity Series
Using the Activity Series Template Creation Wizard
Scheduling an activity series
Modifying an activity series
Sharing Your Information with Others
Chapter 9: Using the ACT! Reports
Working with Various ACT! Forms
Knowing the basic ACT! reports
Running an ACT! report
Creating labels and envelopes
Printing address books
Checking out the calendars
Working with Quick Reports
Using the Report Designer
Changing the report content
Working with existing fields
Adding a field
Adding a summary field
Sectioning Your ACT! Report
Defining report sections
Modifying report sections
Hiding a report section
Customizing Labels and Envelopes
Performing a label lobotomy
Creating new labels
Merging Your Information into a Document
Mail Merge Isn’t Just about Mailing
Picking Your Word Processor
Creating a Document Template
Grappling with Graphics
Reaching an Audience of One
We’re Off to See the Mail Merge Wizard
ACT! E-Mail
Getting Started with ACT! E-Mail
Setting Your E-Mail Preferences
E-Mailing Your Contacts
E-mailing an individual contact
Sending mass e-mails
Editing e-mail addresses
Advanced ACT!ing
Creating and Editing Contact Fields
Understanding the Concept of Fields
Do Your Homework!
Adding a New Field to Your Database
Deleting a Field
Securing Access to Fields
etc.
Customizing Layouts
Zen and the Art of Database Maintenance
Calling in the Reinforcements
ACT!ing with Synchronizations
Commonly Overlooked ACT! Features
Integrating ACT! with Microsoft
ACT!ing on Your Opportunities
Grouping Your Contacts
Joining a Company
Working with ACT! Premium for Web
The Part of Tens .367
Ten Cool Things Available Only in ACT! 2007
Ten Tips to Make ACT! Work Better