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Internet Insight
paulm@internetinsight.com
239-430-2321
Naples, Fl

sage certified consultant

 

Administration
Course Outline for ACT! 2005 

Act! Fundamentals | Act! Power Users | Act! Administrator

 
Database Creation & Design

Installation & Database Creation
• Installing ACT!
• Acquiring the Latest Updates
• Database Creation & Deletion

User Management
• Adding Users
• Deleting Users
• Editing an Existing User

Field Customization
• Adding Fields to the Database
• Editing Field Attributes
• Managing Drop-Downs
• Deleting Fields From a Database
• Creating Custom Indexes

Layout Customization
• Opening the Layout Designer
• Managing Tabs & Fields in a Layout
• Adding Objects to a Layout
• Changing The Appearance of Objects
• Setting Field Entry Order

Setting Preferences
• Setting General Preferences
• Setting Color & Font Preferences
• Setting Calendar Preferences
• Setting Scheduling Preferences
• Setting Email Preferences
• Setting Names Preferences
• Setting Startup Preferences

Importing & Exporting
• Controlling Duplicate Merging During Imports
• Importing a Text File
• Importing Palm Desktop Data
• Importing Outlook Data
• Exporting Contact Data

 

  
Administering an ACT! Database

File & Directory Structure
• Identifying ACT! Database Files
• Identifying ACT!'s Folders

Database Maintenance
• Compressing & Reindexing
• Cleaning Up Old Data
• Scanning for Duplicates
• Backing Up a Database
• Restoring a Database
• Setting Maintenance Reminders

ACT! Diagnostic Tool (ACTDIAG)
• Running the ACTDIAG
• Undeleting Records
• Resetting Options & Window Positions
• Running a Database Quick Check
• Scanning & Repairing a Database
• Backing Up the ACT! Registry
• Database & System Reports

Troubleshooting
• Using the ACT! Knowledge Base

Using Sample Administrator Documents

• Workstation & Network Recommendations
• Sync & Maintenance Procedures
• ACT! Crash Reports
• Sample Company ACT! Policy
• Data Entry Guidelines
• Tips for Speeding Up an ACT! Database
• Opportunistic Locking
• Administrator Training Pre-Class Skills Assessment

________________________

Course Prerequisites:
Advanced knowledge of ACT! is assumed for this course. Students should have mastered all end-user features of the product and should have and advanced knowledge of general computing and troubleshooting.

 


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