Powerusers Course Outline for ACT! 6.0    Act! Fundamentals | Act! Power Users | Act! Administrator
ACT! / Outlook Integration Setting Outlook's ACT! Settings • Creating an ACT! Address Book in Outlook • Setting Default Attachment Options Sending Emails to ACT! Contacts • Sending an Email to an ACT! Contact • Checking Email Properties for an ACT! Contact • Specify Message History Options Attaching Existing Outlook Messages to ACT! Contacts • Attaching a Single Email to an ACT! Contact • Attaching Multiple Emails to an ACT! Contact Sharing ACT! and Outlook Calendars • Update ACT! and Outlook Activities • Filter Outlook Activities on the ACT! Calendar • Remove Shared ACT!/Outlook Activities Importing Outlook Data into ACT! • Importing Data from Outlook into ACT! Editing Letter Templates Creating Letter Templates • Creating a Letter Template from Scratch • Editing an Existing Letter Template Working with Letter Templates • Using the Mail Merge Fields Dialog Box • Understanding the Hidden Link in Word • Testing Letter Templates • Adding Templates to the Write Menu Using the ACT! Word Processor • Configuring Page Setup Options • Formatting Text • Formatting a Paragraph • Setting Tabs • Spell Checking a Document Mail Merging Preparing for a Mail Merge • Determining the Recipients • Ensuring Good & Complete Data Sending a Mail Merge • Using the Mail Merge Wizard • Printing Letters & Creating a Letter Sent History Editing Graphical Mail Templates Working with Graphical Mail Templates • Creating a Graphical Mail Template • Editing an Existing Graphical Mail Template Formatting Graphical Mail Templates • Formatting Basic Text • Inserting Email Merge Field Placeholders • Inserting an Image • Adding Hyperlinks to a Template • Spell Checking a Graphical Mail Templates Sending Mass Emails Preparing for an Email Merge • Determining Email Merge Recipients Sending a Mass Email • Performing a Mail Merge	Advanced Activities Setting Activity Attributes • Setting General Activity Properties • Adding Activity Details • Automatically Creating an Email for Activity Participants • Scheduling a Private Activity Working with Multiple Activities • Scheduling an Activity for Multiple Contacts • Scheduling a Recurring Activity Scheduling an Activity Series • Creating an Activity Series • Editing an Activity Series • Scheduling an Activity Series Setting Activity Preferences • Setting Calendar Preferences • Setting Scheduling Preferences Printing the Calendar • Printing a Standard Calendar • Setting Print Calendar Options Advanced Lookups & Queries Advanced Queries • Looking Up By Example • Converting a Lookup By Example to an Advanced Query • Learning ACT!'s Query Syntax • Using ACT!'s Query Operators Saving Advanced Queries • Saving an Advanced Query • Editing an Existing Query • Adding Saved Queries to the Menu Advanced Groups Using Groups as Accounts • Using Group Fields • Adding Group Fields and Editing Group Layouts Group Notes & Histories • Associating Notes & Histories With a Group • Viewing Notes & Histories Associated with a Group • Viewing All Notes & Histories for Group Members Group Activities • Associating Activities with a Group • Viewing Activities Associated with a Group • Viewing All Activities for Group Members Group Sales/Opportunities • Associating Sales/Opportunities With a Group • Viewing Sales/Opportunities Associated with a Group • Viewing all Sales/Opportunities for Group Members Attaching Documents to a Group • Adding Documents to the Group Library Tab • Viewing Documents in the Library Tab Macros & Interface Customization Automating Tasks with Macros • Recording a Macro • Running a Macro Menu & Toolbar Customization • Creating a Custom Command • Adding a Command to the Menu • Adding a Command to the Toolbar • Creating a Custom Keyboard Shortcut Customizing Internet Links • Adding Driving Directions • Running Driving Directions or Maps
Designing Reports Creating a Report Template • Creating a Report Template from Scratch • Editing an Existing Report Template Adding Sections to a Report • Viewing Sections in a Report • Adding a Section to a Contact Report • Adding a Summary Section • Resizing a Section • Specifying Section Options Adding Fields to a Section • Adding Detail Fields • Adding Summary Fields • Adding System Fields Adding Objects to a Section • Adding Lines & Shapes • Adding Text Objects • Adding Graphics to a Report Working with Objects • Editing Object Properties • Changing Text & Field Attributes • Aligning Objects • Making Objects the Same Size • Changing the Order of Objects Setting Filter Settings • Setting General Filter Settings • Setting Activity & Notes/History Filter Settings • Setting Sales/Opportunity Filter Settings Testing Reports • Running a Report	Database Maintenance Routine Maintenance • Backing Up Your Database • Compressing & Reindexing • Setting Maintenance Reminders Dealing with Duplicates • Scanning for Duplicates Mass Updating Fields • Changing the Value of a Field for Multiple Contacts • Swapping Fields • Copying Fields Additional ACT! Resources ACT! Add-On Products • Searching for ACT! Add-Ons Using the ACT! Knowledge Base • Searching the ACT! Knowledge Base ________________________ Course Prerequisites: Students should have completed the ACT! Fundamentals course or should have equivalent knowledge.  A functional knowledge of Microsoft Word, Microsoft Outlook, and the Windows operating system is also required.