By Mike Lazarus

GL Computing

Feb 2009

Understand using basic ACT! functionsAt 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

.Net versions for ACT!

SQL Editions for ACT!

Installation Check List

Install – Single PC

Install – LAN Shared

Install – Citrix / TS

Install – Silent

Common errors

Upgrading

Uninstall

Normal

Uninstaller.exe

Manual uninstall

Sharing

ACT! Database Files

Backing up with ACT!

Backing up Other

Restoring

Moving a Database

Deleting a database

Copy/Move fields

XML

Defining Users

User Roles

Limited Access

Teams

Passwords

Preferences

ACT! Update

ACT! Scheduler

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 from 3-6

Convert from 1-2

Convert from DOS

Standard or Custom

Supplemental Files

Convert Vs Import

Importing from ACT!

Importing from CSV

itImport – Advanced

Lookups Vs Sorting

Simple Lookups

Lookup Other

Keyword Search

Contact Access

Annual Events

Contact Activity

Previous

Last Synchronised

Queries

Advanced

Groups

Companies

Opportunities

Setup database

Setup users

Sync options

Sync methods

What data is sent

Basic setup

Ports

Schema

Expiration

Supplemental Files

Deploying RDBs

Re-cutting RDBs

Re-creating damaged Publisher from a good Subscriber

Change location of P or S without breaking sync

Access controls

Groups and Companies

Company Membership

Documents

Excel and Word

Defining Fields

Extended Data

Layouts

Field Security

Menus and Toolbars

Activity Types

Activity Series

Word

Mail Merge

History

General Features

Processes and Products

List and lookups

History

Quotes

Forecasting

Export to Excel

ACT! Report Writer

Printing Options

Running reports

Customising Reports

Contact List to Excel

OLE/DB

ODBC and ActReader

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

Context Web Browser

Middle Pane

Doc Tab Preview

Addon Manager

Dashboard Extras

Handheld Contact

itImport

itExport

itTables

itDial

SwiftPage

MergeMaster!

AccountsMaster!

For More information, contact:

GL Computing

Mike Lazarus