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There are many excellent online courses. This has been hugely beneficial in my day to day work.
- Louise Nolan


Symantec ACT! 2.0 to 3.0 Conversion




Course Aims
This intensive course is designed to give existing ACT! Users familiar with the product in a Windows environment an introduction to Symantecs' new business contact manager for the Windows 95/98 environment ACT! Version 3.0. This entirely 'hands on' course will give readers a good understanding of recording their contacts, maintaining a contact history, communicating via a range of media, scheduling their activities and producing reports.
Assumed Knowledge
A good understanding of PCs, Windows 3.1x and a standard keyboard layout as gained from attendance on a "Windows 3.1x User Introduction" course or from past experience. No experience of networking is required.
Course Audience
Existing users of ACT! at all levels converting to version 3

This course can be found in the following categories:
Courses > Contact Management

Table of Contents
Symantec ACT! Version 2.0 to 3.0 Conversion
  • The Contact Management concept
  • The Academic Perspective
  • Personal Investment
     
    ACT! On Screen Help
  • Using Help
     
    The ACT! 3.0 Look and Feel
  • Screen Control Buttons - Top.
  • Screen control buttons - bottom.
  • Screen Control Buttons
     
    Data Entry
  • Setting up a New Contact
  • Notes on Entering Phone Numbers
  • Data Entry
     
    Setting Personal Preferences
  • Setting Preferences
  • Review One
     
    Time Management
  • Quick Scheduling
  • Scheduling Meetings
  • Scheduling Meetings
  • Scheduling To-do's
  • Clearing Activities and Booking Follow-ups
  • The Calendars
  • The Task List
  • and Right Mouse Click
     
    Groups and Attachments
  • The Group Concept
  • Viewing Groups
  • Attachments
    Letters and Documents.
  • Letters and Documents.
     
    Lookups
  • Simple Lookups
  • Lookups
  • Keyword Lookup
  • Complex Lookups
  • Advanced Queries
     
    Backup and Maintenance
  • Backup
  • Maintenance
     
    Database Definition
  • Defining Fields
  • Customising Existing Fields
  • Drop Down Menus
  • Field Definitions
     
    Screen Layout Editor
  • Screen Layout Editor
     
    Running Reports
  • Simple Report Customisation
     
    Import and Export
  • Import and Export
     
    Mailing Labels
  • Labels
  • Printing Labels
     
    Converting an ACT! Version 2 Database
  • Converting ACT! 2.0 Report Templates
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