1 Day Course

Performance-based objectives

• Customize the ACT! 2008 environment.
• Query a database.
• Exchange data.
• Work with the mail merge feature.
• Work with report templates.
• Administer the ACT! 2008 database.
• Use the Internet and email features of ACT! 2008.

Prerequisites

You will customize the ACT! 2008 environment, query and exchange data, work with templates, administer ACT!, and use its Internet features. Students enrolling to this course should have basic PC skills and understanding of Windows. Before taking this course, the student should have completed the following Element K course: ACT! 2008: Level 1; or have equivalent knowledge.

Course Content

Lesson 1: Customizing the ACT! 2008 Environment

• 1A: Specify Startup Preferences
• 1B: Customize Fields in a Database
• 1C: Customize Layouts
• 1D: Customize the Dashboard
• 1E: Modify Menus and Keyboard Shortcuts

Lesson 2: Creating Queries

• 2A: Perform a Lookup
• 2B: Create Advanced Queries

Lesson 3: Exchanging Data

• 3A: Import Data
• 3B: Export Data
• 3C: Transfer Data to a Pocket PC
• 3D: Working with a Remote Database

Lesson 4: Using the Mail Merge Feature

• 4A: Create a Template for Mail Merge
• 4B: Generate Form Letters

Lesson 5: Working with Report Templates

• 5A: Generate Reports Using a Standard Report Template
• 5B: Generate Reports Using a Custom Report Template

Lesson 6: Administering the ACT! 2008 Database

• 6A: Manage Data Security
• 6B: Perform Database Maintenance

Lesson 7: Using the Internet and Email Features of ACT! 2008

• 7A: Create Web Page Attachments
• 7B: Generate Maps and Driving Directions
• 7C: Integrate ACT! 2008 with Email Applications
• 7D: Working with a Remote Database

For more information on Acumen Classes
Please contact Deb Wagnon 314.333.3330
or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

1750 South Brentwood Blvd.
Suite 200
Saint Louis, MO 63119