Course Outline
ACT! - Basics
Versions 2000, 6.0, 2005-2011

Phone:717-560-3552
E-Mail: Registrar@pceasy.com

Program Objectives: Students will learn how to use ACT! for managing contacts, notes, calendar, task lists, creating letters, memos, fax, mail merges, and creating reports.

• Introduction to ACT!
• What is a Contact Manager?
• Starting a New File
• The ACT! Screen
• Screen Components
• View Bar
• Opening a File
• Alarms Dialog Box
• Save As Feature
• Changing Contact Layouts
• Viewing/Sorting a Contact List
• Help Feature
• Keyboard Shortcut Keys
• Inserting a New Contact
• Duplicating a Contact
• Lookup Feature
• Deleting a Contact
• Returning to All Contacts
• Maintenance After Deleting Records
  • Removing Old Data
  • Re-indexing the Database
• Creating Drop-Down Lists
• User Fields
  • Customizing
  • Data Types
• Drop Down Lists
  • Modifying
  • Adding/Deleting an Item
  • Using
• Modifying User Field Labels

 

• Tabs
  • Renaming
  • Changing the Order
• Attaching/Deleting Notes
• Grouping Contacts
  • Viewing
  • Creating
  • Adding a Contact
  • Activating
  • Editing
• Scheduling a To Do Item
• Scheduling a Call
• Scheduling Meetings
• Scheduling Recurring Meetings
• Working With Alarms
• Calendars
  • Viewing
  • Moving/Copying an Entry
• Word Processor Module
• Write Menu
• Automatic Letter
• Automatic Memo
• Automatic Fax cover Sheet
• Creating a Form Letter
• Performing a Mail Merge
• Running Reports
• Printing Other ACT! Components
• Printing Mailing Labels
• Printing Envelopes
• Exiting ACT!